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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 14/03/2024

 
    Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans

Actions zone EURO

             
AXA France Small Cap D 4 96.33 9.83% 1.51% 4.23% 17.50% 45.67%
LAZARD Small Caps France A (PEA) 5 3096.58 7.33% -0.86% 0.97% 41.23% 173.40%
AXA ACT Carbon Offset Eurobloc Equity QI 3 196.52 14.32% 5.88% 10.92% 25.20% 46.06%
Dorval Manageurs R
1 302.87 12.83% 3.69% 5.26% 14.94%  76.52%
AXA France Opportunités A part C 3 1470.24 17.51% 6.73% 14.68% 53.46% 116.60%
MANDARINE OPPORTUNITÉS R CAP 1 1424.30 9.37% 2.86% 2.49% 25.25% 71.54%
Fidelity FAST Europe A 4 625.15 15.58% 7.02% 16.31% 62.88% 117.97%
AXA Europe opportunités A C 4 55.87 13.33% 5.49% 11.52% 48.27% 78.27%
CAC 40
    16.50% 8.14% 16.10% 50.70% 90.94%
DJ Euro Stoxx 50
    17.24% 10.27% 21.11% 47.17% 63.52%
               

Actions Europe

  Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans
AXA Europe Small Cap A Eur C 2 96.81 7.56% -1.20% 1.99% -1.08% 50.63%
MANDARINE UNIQUE SM&MD CAP EU R (PEA) 3 1499.98 10.21% 1.15% 2.98% 14.27% 67.61%
ODDO BHF AVENIR EUROPE CR-EUR (PEA) 3 681.24 17.06% 4.89% 10.57% 24.54% 97.75%
Edmond de Rothschild Europe Midcaps C 2 483.16 9.00% 0.80% 5.51% 15.79% 49.59%
Lazard Objectif Small Caps Euro A A/I 4 942.96 13.85% 0.56% 5.30% 32.62% 66.20%
ODDO ACTIVE SLLER COMPANIES CR 2 208.40 -2.36% -1.70% -7.96% 30.40% 87.92%
AB SICAV I EUROZONE A EURO (PEA) 2 32.17 12.84% 2.22% 6.74% 21.76% 74.74%
AXA Europe Actions D 4 134.83 12.89% 5.14% 10.56% 52.47% 85.29%
BlackRock European Fund A2  PEA 3 194.06 17.71% 10.45% 21.38% 76.75% 101.19%
FF EUROPEAN GROWTH E ACC EUR C 2 44.36 14.46% 3.57% 12.42% 17.45% 59.17%
DWS Invest European Equities NC 2 209.01 12.54% 5.02% 12.69% 31.61% 61.32%
Oddo Génération CR Eur 3 1097.81 18.72% 7.84% 15.45% 35.32% 75.83%
COMGEST Renaissance Europe C 5 292.30 23.05% 12.17% 27.26% 90.60% 184.92%
ECHIQUIER MAJOR GROWTH SRI EUROPE (PEA) 3 381.61 18.17% 8.57% 23.07% 60.02% 102.79%
MFS MF EUROPEAN RESEARCH FD A1 (PEA) 2 50.09 9.62% 5.94% 11.31% 36.56% 92.43%
MSCI Europe   - % % % % %
               

Actions Internationales

  Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans
AXA ACT Carbon Offset Equity QI C EUR 3 289.53 8.79% 5.28% 14.13% 37.44% 116.47%
AXA Sélection Stars A 2 174.68 13.75% 7.77% 22.18% 39.25% 73.85%
AXA WF Fram Next Generation F EUR Acc 1 204.11 -1.61% -0.86% -1.65% -1.35% 70.69%
AXA ACT Social Progress A EUR 1 573.54 -0.04% 6.38% 9.40% 32.68% 112.04%
PICTET GLOBAL MEGATREND SELECT P 2 361.50 16.35% 6.35% 19.56% 50.02% 141.31%
FRANKLIN MUT BEACON A EUR CAP 1 97.06 8.54% 5.51% 17.56% 35.20% 106.12%
M&G LUX GLOBAL DIVIDEND A EUR 4 15.47 9.61% 5.38% 13.63% 54.22% %
COMGEST MONDE C 3 31.68 21.84% 10.58% 30.17% 55.55% 200.49%
HSBC ACTIONS MONDE C1 EUR (PEA) 3 24.60 18.95% 6.77% 24.37% 54.52% 112.99%
NORDEN SRI
4 260.76 9.80% 4.98% 12.78% 35.36% 72.70%
CPR Global Silver Age - P 2 1639.72 -0.13% 6.84% 9.57% 30.98%
 
CPR Invest Global Disruptive  1 1873.78 26.24% 10.59% 32.28% 48.47%  
MSCI World     % %
%
%
%
               

Actions US

             
AXA IM US Equity Alpha Fund C 2 36.82 15.34% 9.78% 25.84% 78.05% 220.45%
AB US THEMATIC RESEARCH PTF 2 41.15 15.74% 7.44% 22.91% 96.80% 298.74%
EDGE L SEL US SEL GWTH EUR A 2 674.29 34.64% 14.66% 44.52% 91.42% 355.39%
JPMF US SELECT EQUITY A (C) EUR 4 407.79 22.56% 10.19% 31.08% 103.02% 277.34%
CM-CIC INDICIEL AMERIQUE 500 (PEA) 1 693.07 22.84% 8.12% 32.37% 72.01% 156.25%
Legg Mason RY US Smlr Coms A Acc $ Small Cap
4 251.28USD 15.91% -0.85% 10.52% 57.69% 121.44%
 DOW Jones industrial average     13.85% 2.72% 20.06% 49.40% 138.29%
NASDAQ Composite     47.92% 6.41% 36.32% 107.05% 273.21%
Actions Asie              
Templeton Asian Growth (Action Asie hors Japon) 1 31.65 -0.91% 4.15% 3.80% 3.03% 34.39%
FF India focus fund A USD 2 73.89 14.40% 1.87% 22.34%

55.52%

222.91%
Pictet Greater China P EUR 4 384.45 -20.75% 4.90% -14.24% -22.56% 43.36%
JPM Japan Select Equity A (acc)-JPY 2 19999JPY* 10.45% 9.34% 20.98% 32.07% 104.22%
               

Actions sectorielles

  Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans
Immobilier              
AXA Aedificandi D 2 293.00 14.36% -8.27% 0.94% -18.76% 42.96%
AXA WF Framlington Global Real Estate Securities C 4 177.55 6.38% -2.14% 4.29% 8.81% 78.53%
AXA Selectiv immo   41.13** -4.52% -0.22% -5.49% 2.40% 27.47%
AXA Selectiv immoservice   115.19** -0.63% -0.23% -1.26% 8.04%  
Energie Matières Premières              
AXA Or et Matière Premières D 2 36.62 -1.80% -2.22% -0.16% 32.95% 61.63%
BGF New Energy A2 2

15.09

8.94% -2.52% -0.53% 81.81% 154.47%
BGF World Gold A2 2 30.35 2.84% -1.46% -0.69% 28.44% 28.49%
Marchés émergents              
JPM Emg Mkts Eq 2 21.86 1.69% 4.10% 6.43% 14.33% 86.20%
JPMORGAN EM MK EQ FD A USD 2 39.94 1.66% 3.61% 6.32% 13.97% 85.18%
FF EMERG MKTS FD A USD CAP 1 19.19 3.47% 5.95% 8.39% 13.50% 66.13%
MAGELLAN C 1 19.48 3.17% 1.51% 3.18% -15.93% 26.00%
AXA WF Frm Emerg Mkts 2 136.22 4.95% 4.22% 10.59% 8.75% 59.04%
Santé Biotech              
AB INTERNATIONAL HEALTH CARE USD 5 591.61 USD 5.57% 7.94% 18.20% 73.72% 247.21%
Candriam Equities L Oncology Impact C USD Cap 2 267.66 USD -3.31% 6.81% 6.68% 55.44%  
EDR FD GLOBAL HEALTHCARE A EUR 3 1408.03 -1.78% 1.34% 3.77% 41.93% 120.52%
PICTET-BIOTECH-HP EUR 2 550.86 10.87% 0.37% 16.67% 10.32% 20.58%
Techno              
JPM US TECHNOLOGY A CAP EUR 4 870.74 60.03% 12.17% 57.11% 150.33% 581.01%
FF Global Technology Fund A EUR 5 62.81 39.27% 6.69% 32.51% 159.76% 611.81%
Consommation              
Robeco Gbl Consumer Trds Eq 2 363.98 27.47% 10.76% 30.58% 63.04% 214.40%
Luxe              
Pictet Premium Brands  4 292.70 13.29% 9.03% 14.05% 85.03% 143.53%
Investissement socialement responsable et ESG
             
AXA Euro Valeurs responsables D ISR 3 59.07 19.37% 8.48% 17.81% 53.05% 98.30%
AMUNDI Actions Europe ISR P (PEA) 4 270.90 16.26% 6.08% 16.48% 48.07% 91.97%
AXA WF ACT Hum Cap A EUR Acc 4 151.85 9.20% 0.84% 5.69% 10.34% 33.73%
BNPP Aqua Classic EUR Acc 2 222.41 16.58% 5.29% 16.48% 745.36%  
BGF Sustainable Energy Fund 2 15.09 8.94% -2.52% -0.53% 81.81% 154.47%
SISF QEP Global Quality A Acc 4 309.28 10.92% 7.73% 19.83% 52.41% 145.58%
Pictet Water P EUR 4 517.96 11.00% 7.80% 18.49% 64.82% 165.97%
Pictet Gbl Env Opp 5 351.20 14.95% 7.88% 18.20% 79.20% 192.81%
Nordea 1 Gbl Clim & Enc Fd BP EUR 4 31.91 6.44% 6.40% 10.31% 81.09% 190.61%
Candriam SRI Eq Wld C Cap 4 35.15 16.04% 8.22% 21.79% 69.32% 150.20%
Sycomore Happy@Work R 2 167.68 13.91% 10.47% 19.75% 42.30%  
               

Fonds diversifiées

  Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans
Allocation dominante action internationale              
CPR CROISSANCE DYNAMIQUE P 5 120.77 13.45% 5.58% 17.65% 44.41% 97.47%
Allocation mixte internationale              
Carmignac Patrimoine A sur AMADEO 1 687.94 2.20% 4.63% 9.19% 15.34% 24.56%
CPR CROISSANCE REACTIVE P 3 509.15 3.19% 0.73% 3.67% 10.41% 33.18%
Schroder ISF Global Multi Asset Income 5 115.73 9.04% 1.17% 9.73% 2.04% 2.23%
AXA Stratégie Retraite 5 182.14 16.19% 8.11% 19.81% 43.54% 69.70%
Mandarine Active R (europe)
1 1040.97 11.57% 7.08% 12.53% 45.45% 76.97%
Allocation dominante taux internationale              
Carmignac Emerging Patrimoine A sur AMADEO 1 138.73 7.78% 2.06% 6.76% 27.17% 50.81%
M&G LUX Optimal Income A
2 10.30 10.22% -0.99% 6.22% 1.81% %
DNCA Eurose C (europe)
5 419.61 8.60% 0.27% 5.85% 12.58% 23.01%
Fonds flexibles              
AXA Optimal income C  (europe) 2 172.55 6.36% 4.59% 10.47% 20.88% 39.48%
AXA WF GLOBAL OPTIMAL INCOME A C 2 213.72 7.04% 4.29% 11.25% 13.31% 31.89%
AXA PM PRIVILEGE PATRIMOINE (prudent) 1 105.51 7.69% 1.72% 8.56% -1.04% -2.00%
AXA Selectiv'revenus 1 71.57 1.76% 1.73% 3.14% -6.20%  
AXA Force 2 141.59 8.00% 3.21% 10.81% 17.61% 32.67%
AXA Selection Carmignac convictions (inter)
1 122.74 5.22% 5.11% 10.93% 18.89% 26.88%
AXA Selection AB Dynamic Diversified 3 171.36 7.22% 3.62% 10.41% 15.46% 52.43%
DORVAL CONVICTIONS PEA P 3 262.22 11.24% 6.00% 10.79% 12.00% 34.55%
R Valor 4 2766.63 12.60% 5.96% 13.93% 44.56% 122.60%
SEXTANT GRAND LARGE 4 473.20 9.20% -0.67% 4.63% 7.48% 45.77%
FF Global Multi Asst Inc A Acc EUR H 5 11.47 2.63% 1.33% 4.37% -3.37% 13.34%
Varenne Valeur A (PEA) 4 429.47 12.13% 7.08% 13.98% 39.12% 77.93%
 Performance absolue euro Long/Short biais positif              
Eleva Abs Return Europe Fd A1 EUR Acc 4 140.97 4.67% 3.44% 5.51%  24.50%  

Obligations US

   Valeur en €  2023  Sur 2024 Sur 1 an  Sur 5 ans  Sur 10 ans 
AXA IM FIIS US SH DUR HI YI F 4 149.12 6.69% 0.53% 6.95% 2.77% 6.97%
               

Obligations Monde

             
TEMPLETON GB TOT RET N USD CAP 3 21.25 0.81% 0.60% 2.85% -20.84% 1.37%
JPMF Gbl Gvt Bond A Eur 1 11.89 3.34% -1.41% -0.75% -8.04% 0.68%
AXA WF US Hight Yield Bonds A C 3 207.99 8.95% 0.49% 9.20% 5.73% 14.70%
AB FCP I GBL HY A2 EUR ACC H 4 23.56 10.40% 0.86% 10.92% 1.20% 8.02%
AXA IM Emg Mkt Short Duration 3 97.15 3.08% 1.21% 5.20% -10.59% -5.89%
               

Obligations en euro

             
LA FRANÇAISE SUB DEBT C 4 2300.63 8.80% 2.35% 11.22% 10.88% 38.51%
 AXA World Funds - Global Short Duration Bonds 3 104.06 5.98% 0.38% 4.58%    
               

Monétaire en euro

             
AXA IM Euro Liquidity SRI C 5 46216.63 3.41% 0.88% 3.82% 3.12% 2.62%
               

AGIPI

  Valeur en € 2023 Sur 2024 Sur 1 an Sur 5 ans Sur 10 ans
AGIPI ACTIONS MONDE 3 57.65 17.48% 10.80% 26.48% 78.21% 173.60%
AGIPI ACTIONS EUROPE 4 27.75 12.98% 5.23% 10.69% 53.31% 85.03%
AGIPI AMBITION 3 34.50 9.55% 2.68% 9.63% 15.93% 37.94%
AGIPI CONVICTIONS 1 107.91 -0.09% 2.29% 2.95% 0.58% 12.44%
AGIPI INNOVATION   12.18 % % 1.69% 18.45% 49.15%
AGIPI OBLIGATIONS INFLATION 5 19.64 2.81% -0.61% 1.76% 9.35% 13.04%
AGIPI OBLIGATIONS MONDE 1 92.16 6.71% -0.65% 3.78% -9.18%  
AGIPI ACTIONS Emergents 1 103.49 -1.44% 3.38% 6.31% -2.52% 31.09%
AGIPI GRANDES TENDANCES (Energie) 2 102.79 14.48% 10.16% 21.20% 56.98% 80.74%
AGIPI REGIONS A 1  112.82 4.19% 0.31% -0.18% 19.21%  
AGIPI Monde Durable 3 185.46 15.02% 7.61% 18.86% 66.41% 164.04%
AGIPI Immobilier 2 131.57 5.30% -0.96% 4.60% 3.44% 33.75%
AXA WF ACT Clean Eco AH EUR Acc 3 129.00 -2.20% 6.13% 3.26%  18.77%  
AXAWF Fram Longevity Eco A H 2 102.58 3.52% 2.66% 9.44% 6.75%  
AXAWF Fram Robotech A H 1 159.36 22.29% 6.84% 20.10% 47.45%  
AXAWF Fram Digital Economy AH 1 168.50 32.55% 2.91% 31.01% 36.48%  
AXAWF Fram Evolving Trends  A 1 127.31 13.45% 6.24% 19.37%  31.09%  
Pictet-Global Env Opp P 5 351.20 14.95% 7.88% 18.20% 79.20% 192.81%
Schroder ISF Glb Clmt Chg AH 1 18.25 8.28% 1.37% 7.04% 36.73% 62.53%
*valorisation au 31/01/2024              
source QUANTALYS              
**valorisation au 29/02/2024              
Les performances sont calculées coupons réinvestis.              
               
 


Les performances passées ne garantissent pas les performances à venir.