ETFs & Funds Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
ETFs | ||||
PT ETF1G – GROWTH | 2,30 | 6,31 | 12,13 | 19,75 |
PT ETF1I – INCOME | 0,48 | 2,82 | 4,55 | 6,34 |
PT ETF1B – BALANCED | 1,23 | 4,03 | 8,27 | 13,49 |
PT ETF1R – REDDITO | 0,52 | 1,70 | 4,18 | 8,51 |
Portafoglio ETFs X4 | 1,17 | 3,69 | 6,39 | 10,48 |
Portfolio ETFs Inflation-Hedge | 0,60 | 2,75 | 8,73 | 11,98 |
Portfolio ETFs Inflation-Hedge (USD) EUR | 0,73 | 4,15 | 8,03 | 7,95 |
PT ETF UK Balanced | 1,97 | 4,33 | 5,63 | 10,76 |
ETFs Strategic High Risk | 2,50 | 5,42 | 21,22 | 37,04 |
Funds | ||||
PT 1AC – Action | 1,64 | 0,98 | 8,25 | 17,55 |
PT 1CO – Conservativo | 0,38 | 0,81 | 2,66 | 4,94 |
PT 1CR – Crescita | 0,86 | 1,09 | 5,32 | 10,81 |
PT 1WM – World Market | 1,75 | 2,56 | 11,36 | 23,26 |
PT 1AR – Abs Return | 0,33 | 0,69 | 3,15 | 6,49 |
PT 1ARHR – Abs Ret High Risk | 0,98 | 1,80 | 6,88 | 16,07 |
PT 1FQ – Fondi Quotati | 1,97 | 4,17 | 11,35 | 15,69 |
BG Vita R4 | 1,17 | 4,48 | 7,06 | 13,82 |
ESG Sustainable Growth | 1,24 | 4,63 | 9,26 | 17,38 |
Commentary |
August has been characterized by low degrees of volatility on the markets. Investors have been focusing on developments in the pandemic and assessment of the overall economic recovery. Inflation pressures have built up globally while central banks have tried to reassure markets and investors about the temporary nature of such phenomenon. Restrictions, bottlenecks, and disruptions in the value chains globally have pushed commodities prices higher threatening the rebound on the supply side. |
Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
Equities | ||||
S&P500 | 2,90 | 7,58 | 20,41 | 29,21 |
Nasdaq Comp | 4,00 | 10,99 | 18,40 | 29,59 |
Euro Stoxx 50 | 2,62 | 3,89 | 18,12 | 28,23 |
Dax | 1,87 | 2,68 | 15,43 | 22,32 |
Ftse 100 | 1,24 | 1,38 | 10,20 | 19,39 |
Ftse Mib | 2,55 | 3,33 | 16,99 | 32,47 |
Nikkei 225 | 2,95 | -2,67 | 2,35 | 21,39 |
Shangai Comp | 4,31 | -1,98 | 2,04 | 4,37 |
Commodities | ||||
Gold | 0,05 | -4,78 | -4,73 | -9,04 |
WTI Crude Oil | -7,09 | 4,82 | 43,52 | 58,87 |
Commodity Index | -2,30 | 3,50 | 30,40 | 43,86 |
Bonds | ||||
US Gov Long Term | -0,21 | 7,13 | -4,77 | -7,27 |
US Gov Short Term | -0,01 | -0,01 | 0,08 | 0,14 |
US Corporate | -0,30 | 2,71 | -0,22 | 2,53 |
EU Gov Long Term | -1,15 | 3,78 | -4,22 | 1,19 |
EU Gov Short Term | -0,08 | 0,03 | -0,34 | -0,17 |
EU Corporate | -0,41 | 1,15 | 0,34 | 2,63 |
Currencies | ||||
EUR-USD | -0,53 | -3,44 | -3,42 | -1,15 |
GBP-USD | -1,09 | -3,20 | 0,74 | 2,80 |
EUR-GBP | 0,57 | -0,26 | -4,13 | -3,84 |
EUR-CHF | 0,62 | -1,60 | -0,06 | 0,28 |
BTC-USD | 21,69 | 27,56 | 63,93 | 305,72 |