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AGIPI et AXA PERFORMANCE des SICAV
Agipi et Axa ont choisi la multigestion en sélectionnant des gérants reconnus pour leur capacité à capter
les performance des marchés financiers avec en tout premier lieu AXA-IM.
Les supports d'investissement AGIPI et AXA couvrent l'ensemble de l'économie mondiale en zones géographiques
et secteurs d'activités et bénéficient de l'expertise de plusieurs sociétés de gestion comme AXA-IM, Blackrock,
Fidelity International, JP Morgan Asset Management,CARMIGNAC Gestion, BNP Paribas Investment Partners,
AXA Private Equity...
Nouveau
Les fonds en BLEU sont spécifiques au contrat de la Gestion Privée AMADEO
| Au 02/05/2019 |
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| Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | ||
Actions zone EURO |
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| AXA France Small Cap D | 84.48 | -24.73% | 12.06% | -17.17% | 23.05% | 162.68% | |
| AXA Rosenberg Eurobloc | 162.77 | -20.11% | 14.88% | -8.85% | 15.48% | 87.67% | |
| Dorval Manageurs C | 278.72 | -18.36% | 20.26% | -4.40% | 57.46% | 182.99% | |
| AXA France Opportunités A part D | 912.50 | - 7.75% | 14.25% | 1.68% | 41.36% | 155.39% | |
| MANDARINE OPPORTUNITÉS R CAP | 1165.06 | -13.17% | 14.50% | -4.57% | 36.17% | 163.74% | |
| Fidelity FAST Europe A | 407.50 | -3.75% | 24.87% | 16.00% | 38.31% | 170.87% | |
| CAC 40 |
- | % | 15.91% | -0.87% | 23.32% | 68.64% | |
| DJ Euro Stoxx 50 |
- | % | 15.38% | -2.47% | 9.20% | 43.12% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 102.02 | -12.93% | 19.34% | -0.74% | 58.39% | 262.03% | |
| Edmond de Rothschild Europe Midcaps C | 430.96 | -20.75% | 15.33% | -7.39% | 29.33% | 162.96% | |
| Objectif Small Caps Euro A A/I | 743.90 | -27.31% | 16.73% | - 15.00% | 31.54% | 232.95% | |
| ODDO ACTIVE SLLER COMPANIES CR | 172.91 | -27.88% | 22.42% | -14.28% | 52.34% | % | |
| AXA Europe Actions D | 95.98 | -14.76% | 18.81% | 0.30% | 22.13% | 129.14% | |
| FF EUROPEAN GROWTH E ACC EUR C | 39.08 | -10.31% | 17.32% | 4.55% | 33.06% | 127.87% | |
| DWS Invest European Equities NC | 162.50 | -19.13% | 18.54% | -4.69% | 20.10% | 103.15% | |
| Oddo Génération CR Eur | 848.96 | -20.21% | 17.50% | -6.96% | 29.51% | 183.84% | |
| COMGEST Renaissance Europe C | 161.17 | -5.38% | 18.46% | 11.29% | 51.35% | 221.18% | |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 218.68 | -7.48% | 17.54% | 9.16% | 58.07% | 190.18% | |
| AXA Sélection Stars A | 131.98 | -12.35% | 17.20% | 2.25% | 28.35% | 108.20% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 218.23 | -6.79% | 18.86% | 7.51% | 84.85% | ||
| FRANKLIN MUT BEACON A EUR CAP | 74.84 | -6.46% | 16.21% | 11.97% | 51.74% | 197.10% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 10.33 | -8.61% | 17.29% | 10.88% | 46.99% | 239.92% | |
| COMGEST MONDE C | 2114.00 | 3.88% | 14.62% | 17.97% | 96.68% | 249.80% | |
| NORDEN | 198.71 | -13.28% | 14.93% | 0.52% | 25.44% | 200.85% | |
| CPR Global Silver Age - P | 1272.87 | -7.34% | 12.64% | 5.39% | |||
| CPR Invest Global Disruptive | 1320.07 | -8.10% | 28.56% | 16.76% | |||
| MSCI World | -4.81% | % |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 21.79 | 5.56% | 20.45% | 16.03% | 84.66% | 285.66% | |
| AB US THEMATIC RESEARCH PTF | 22.11 | -2.02% | 23.18% | 19.97% | 116.55% | 322.75% | |
| EDGE L SEL US SEL GWTH EUR A | 371.26 | 6.35% | 22.02% | 20.08% | 151.50% | 384.48% | |
| JPMF US SELECT EQUITY A (C) EUR | 213.16 | -3.22% | 21.09% | 20.45% | 93.59% | 312.54% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
173.04 USD | -9.58% | 21.26% | 10.66% | 47.31% | 206.66% | |
| DOW Jones industrial average | % | 12.77% | 8.42% | 59.13% | 212.17% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 32.82 | -16.57% | 19.56% | 2.37% | 33.58% | 158.22% | |
| JPM Japan Select Equity A (acc)-JPY | 12254.00JPY* | -11.49% | 11.56% | -2.06% | 61.31% | 101.32% |
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Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 382.42 | -6.92% | 13.44% | 4.45% | 65.40% | 221.89% | |
| AXA WF Framlington Global Real Estate Securities C | 166.67 | -2.20% | 17.81% | 18.16% | 59.28% | 258.58% | |
| AXA Selectiv immo | 48.70** | 1.65% | 3.38 % | 5.10% | 27.11% | - | |
| AXA Selectiv immoservice | 112.40** | 2.84% | 2.75% | 4.67% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 29.95 | -4.90% | 13.26% | 5.66% | 12.90% | 39.14% | |
| BGF New Energy A2 |
8.63 |
-9.80% | 20.19% | 8.96% | 41.71% | 50.35% | |
| BGF World Gold A2 | 22.04 | -13.57% | 0.87% | -3.59% | 2.94% | -16.92% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 20.74 | -12.25% | 23.75% | 12.17% | 62.92% | 152.62% | |
| JPMORGAN EM MK EQ FD A USD | 39.00 | -12.33% | 24.01% | 12.47% | 63.59% | 154.19% | |
| FF EMERG MKTS FD A USD CAP | 18.68 | -16.85% | 19.38% | 1.86% | 51.84% | 180.60% | |
| MAGELLAN C | 24.18 | -16.36% | 14.22% | 1.64% | 46.63% | 123.62% | |
| AXA WF Frm Emerg Mkts | 133.62 | -14.17% | 17.77% | 4.28% | 46.43% | 117.94% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 339.78 USD | 9.21% | 7.58% | 17.20% | 93.74% | 278.17% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 983.20 | 2.11% | 9.35% | 16.30% | 53.70% | 241.37% | |
| PICTET-BIOTECH-HP EUR | 472.12 | -17.50% | 12.33% | 0.00% | 19.12% | 149.18% | |
| Luxe | |||||||
| Pictet Premium Brands | 167.82 | -6.72% | 20.09% | 6.99% | 36.25% | 248.83% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 42.27 | -10.84% | 16.70% | 1.08% | 29.66% | 119.69% | |
| AXA WF Framlington Human Capital C | 141.30 | -19.79% | 16.20% | -4.88% | 19.77% | 148.11% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 86.12 | -8.24% | 10.28% | 2.33% | 36.87% | 143.76% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 604.39 | -11.29% | 4.86% | -6.86% | 7.06% | 33.13% | |
| CPR CROISSANCE REACTIVE P | 467.38 | -7.30% | 4.97% | -1.29% | 19.84% | 98.31% | |
| Schroder ISF Global Multi Asset Income | 114.19 | -8.00% | 5.02% | -0.99% | -1.40% | ||
| AXA Stratégie Retraite | 132.10 | -10.54% | 13.36% | 1.33% | 19.34% | 88.23% | |
| Mandarine Reflex R (europe) |
655.78 | -10.93% | -1.72% | - 10.32% | -7.27% | ||
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 109.24 | -14.37% | 5.96% | - 5.45% | 12.60% | - | |
| M&G Optimal Income | 19.83 | -4.94% | 2.81% | - 2.00% | 10.34% | 103.36% | |
| DNCA Eurose C (europe) |
378.28 | -6.40% | 5.29% | -2.09% | 8.79% | 61.60% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 146.16 | -9.18% | 8.56% | -1.96% | 15.13% | 60.93% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 147.05 | -7.75% | 8.92% | -0.87% | 36.66% | ||
| AXA Selectiv'revenus | 83.91 | -8.22% | 2.39% | - 3.76% | |||
| AXA Selection Carmignac convictions (inter) |
105.33 | - 9.10 % | 6.78% | - 2.85% | 7.36% | ||
| DORVAL CONVICTIONS PEA P | 240.18 | -17.26% | 6.78% | - 11.50% | 21.14% | 72.47% | |
| R Valor | 1998.60 | -13.47% | 20.91% | 6.18% | 57.80% | 224.65% | |
| ROUVIER Valeurs C | 134.83 | -12.82% | 15.16% | 0.76% | 36.77% | 127.06% | |
| SEXTANT GRAND LARGE | 444.14 | -4.29% | 2.74% | - 1.65% | 33.90% | 219.57% | |
| Fidelity Patrimoine | 12.61 | -5.21% | 5.00% | -0.55% | 12.09% | 57.29% | |
Obligations US |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA IM FIIS US SH DUR HI YI F | 145.52 | -2.32% | 3.26% | 1.37% | 3.85% | 48.16% | |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 27.81 | 3.37% | 4.99% | 7.13% | 26.04% | 104.64% | |
| AXA WF US Hight Yield Bonds A C | 199.46 | -5.24% | 6.63% | 2.16% | 9.04% | 111.45% | |
| AXA IM Emg Mkt Short Duration | 109.49 | -3.72% | 3.62% | 2.14% | 4.40% | - | |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 2129.42 | -6.45% | 8.08% | 0.98% | 25.13% | 102.78% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 34.36 | -7.77% | 21.11% | 10.41% | 54.62% | 173.26% | |
| AGIPI ACTIONS EUROPE | 18.92 | -12.83% | 17.52% | 0.58% | 19.63% | 97.42% | |
| AGIPI AMBITION | 30.66 | -7.38% | 9.58% | 1.42% | 19.61% | 83.58% | |
| AGIPI CONVICTIONS | 109.01 | -6.59% | 5.52% | -1.62% | 12.38% | - | |
| AGIPI INNOVATION | 11.89 | % | 0.76% | 0.34% | 17.60% | 41.34% | |
| AGIPI OBLIGATIONS INFLATION | 17.93 | -1.27% | 0.56% | -0.55% | 3.43% | 16.00% | |
| AGIPI OBLIGATIONS MONDE | 102.47 | -2.54% | 3.03% | 1.43% | |||
| AGIPI ACTIONS Emergents | 111.01 | -11.45% | 15.28% | 3.03% | 32.08% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 68.57 | -7.47% | 19.52% | 11.04% | 14.02% | 28.25% | |
| AGIPI REGIONS | 96.90 | -19.31% | 10.28% | -12.01% | |||
| AGIPI REVENUS Diversifié | 89.37 | -8.45% | 6.49% | -0.07% | |||
| AGIPI Monde Durable | 116.15 | -6.81% | 18.12% | 12.11% | 61.81% | 169.67% | |
| AGIPI Immobilier | 128.98 | -4.62% | 11.03% | 8.24% | 26.96% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/04/2019 | |||||||
Fonds Euros |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
| CLER et CLEF | 2.10% | 2.20% | 2.25% | 2.50% | 2.85% | 3.03% | |
| OPTIAL / OPTIAL PATRIMOINE | Jusqu'à 2.25% | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | Jusqu'à 3.05% | Jusqu'à 3.30% | |
| PRIVILEGE / PRIVILEGE ACCUMULATOR AMADEO | Jusqu'à 2.25% | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | Jusqu'à 3.05% | Jusqu'à 3.30% | |
| Fonds Agipi Euro croissance | 2.85% | ||||||
| Les performances sont calculées coupons réinvestis. | |||||||
Les performances passées ne garantissent pas les performances à venir.