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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 20/03/2019 |
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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 | 82.32 | -24.73% | 9.19% | -16.61% | 20.97% | 196.66% | |
| AXA Rosenberg Eurobloc | 157.90 | -20.11% | 11.44% | -8.75% | 14.29% | 107.74% | |
| Dorval Manageurs C | 265.47 | -18.36% | 14.54% | -5.72% | 50.60% | 209.37% | |
| AXA France Opportunités A part D | 895.03 | - 7.75% | 11.08% | 3.84% | 38.09% | 180.61% | |
| MANDARINE OPPORTUNITÉS R CAP | 1143.14 | -13.17% | 12.35% | -2.00% | 34.07% | 188.94% | |
| Fidelity FAST Europe A | 392.40 | -3.75% | 20.24% | 17.78% | 34.45% | 205.04% | |
| CAC 40 |
- | % | 11.33% | 3.37% | 23.16% | 83.54% | |
| DJ Euro Stoxx 50 |
- | % | 10.17% | 0.26% | 8.31% | 55.84% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 98.80 | -12.93% | 15.57% | 0.26% | 51.67% | 297.27% | |
| Edmond de Rothschild Europe Midcaps C | 419.58 | -20.75% | 12.29% | -8.61% | 27.24% | 205.62% | |
| Objectif Small Caps Euro A A/I | 711.65 | -27.31% | 11.67% | - 18.88% | 24.35% | 278.07% | |
| ODDO ACTIVE SLLER COMPANIES CR | 161.81 | -27.88% | 14.56% | -18.23% | 42.93% | % | |
| AXA Europe Actions D | 92.85 | -14.76% | 13.97% | -0.79% | 21.04% | 148.41% | |
| FF EUROPEAN GROWTH E ACC EUR C | 37.95 | -10.31% | 13.93% | 7.72% | 34.48% | 155.56% | |
| DWS Invest European Equities NC | 159.02 | -19.13% | 16.00% | -2.45% | 19.27% | 129.17% | |
| Oddo Génération CR Eur | 815.95 | -20.21% | 12.93% | -7.50% | 28.08% | 221.40% | |
| COMGEST Renaissance Europe C | 154.83 | -5.38% | 13.80% | 10.29% | 49.02% | 239.91% | |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 211.02 | -7.48% | 13.43% | 5.62% | 54.91% | 215.10% | |
| AXA Sélection Stars A | 127.68 | -12.35% | 13.38% | 0.61% | 26.10% | 126.06% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 207.99 | -6.79% | 13.28% | 3.66% | 70.67% | ||
| FRANKLIN MUT BEACON A EUR CAP | 70.66 | -6.46% | 9.72% | 6.43% | 46.23% | 233.14% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 10.06 | -8.61% | 14.22% | 10.10% | 45.63% | 285.56% | |
| COMGEST MONDE C | 2045.70 | 3.88% | 10.92% | 14.63% | 91.51% | 287.20% | |
| NORDEN | 195.84 | -13.28% | 13.27% | -1.22% | 27.54% | 247.05% | |
| CPR Global Silver Age - P | 1257.71 | -7.34% | 11.30% | 4.12% | |||
| CPR Invest Global Disruptive | 12483.27 | -8.10% | 24.98% | 10.92% | |||
| MSCI World | -4.81% | % |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 20.93 | 5.56% | 15.70% | 9.64% | 77.98% | 316.93% | |
| AB US THEMATIC RESEARCH PTF | 20.93 | -2.02% | 16.60% | 16.28% | 100.10% | 345.32% | |
| EDGE L SEL US SEL GWTH EUR A | 359.97 | 6.35% | 18.31% | 17.22% | 141.04% | 455.85% | |
| JPMF US SELECT EQUITY A (C) EUR | 202.24 | -3.22% | 14.88% | 14.78% | 81.64% | 344.19% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
160.54 USD | -9.58% | 11.61% | 3.65% | 32.60% | 247.40% | |
| DOW Jones industrial average | % | 9.32% | 8.37% | 56.68% | 227.97% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 31.25 | -16.57% | 13.84% | - 3.70% | 34.24% | 208.79% | |
| JPM Japan Select Equity A (acc)-JPY | 12023.00JPY* | -11.49% | 9.33% | -3.22% | 62.28% | 132.22% |
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Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 391.16 | -6.92% | 14.53% | 10.91% | 76.58% | 282.64% | |
| AXA WF Framlington Global Real Estate Securities C | 164.41 | -2.20% | 16.22% | 22.90% | 65.00% | 330.39% | |
| AXA Selectiv immo | 47.97** | 1.65% | 1.83 % | 4.07% | 24.49% | - | |
| AXA Selectiv immoservice | 110.83** | 2.84% | 1.32% | 4.49% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 31.53 | -4.90% | 16.99% | 16.82% | 22.51% | 55.06% | |
| BGF New Energy A2 |
8.22 |
-9.80% | 14.48% | 7.31% | 36.54% | 67.07% | |
| BGF World Gold A2 | 24.05 | -13.57% | 10.07% | 9.52% | 7.27% | -12.99% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 19.43 | -12.25% | 15.93% | 2.70% | 63.69% | 185.32% | |
| JPMORGAN EM MK EQ FD A USD | 36.90 | -12.33% | 15.81% | 2.51% | 62.95% | 184.01% | |
| FF EMERG MKTS FD A USD CAP | 17.79 | -16.85% | 12.78% | -6.80% | 47.45% | 222.16% | |
| MAGELLAN C | 23.49 | -16.36% | 10.96% | -5.36% | 49.62% | 164.84% | |
| AXA WF Frm Emerg Mkts | 126.42 | -14.17% | 11.42% | -2.87% | 45.33% | 156.17% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 348.06 USD | 9.21% | 9.32% | 23.99% | 95.97% | 299.52% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 996.03 | 2.11% | 10.77% | 17.54% | 53.71% | 275.10% | |
| PICTET-BIOTECH-HP EUR | 490.41 | -17.50% | 16.68% | -3.78% | 10.59% | 142.11% | |
| Luxe | |||||||
| Pictet Premium Brands | 157.57 | -6.72% | 12.76% | 5.55% | 30.87% | 307.05% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 40.58 | -10.84% | 12.04% | 1.52% | 27.49% | 140.98% | |
| AXA WF Framlington Human Capital C | 135.95 | -19.79% | 11.80% | -5.56% | 18.29% | 178.19% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 84.42 | -8.24% | 8.11% | -0.17% | 34.64% | 159.67% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 600.24 | -11.29% | 4.14% | -7.80% | 6.79% | 37.96% | |
| CPR CROISSANCE REACTIVE P | 464.40 | -7.30% | 4.30% | -2.74% | 20.11% | 107.32% | |
| Schroder ISF Global Multi Asset Income | 113.68 | -8.00% | 4.55% | -2.24% | 0.17% | ||
| AXA Stratégie Retraite | 128.11 | -10.54% | 9.94% | 0.34% | 17.26% | 104.22% | |
| Mandarine Reflex R (europe) |
655.85 | -10.93% | -1.71% | - 10.23% | -6.89% | ||
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 110.02 | -14.37% | 6.71% | - 8.55% | 17.71% | - | |
| M&G Optimal Income | 19.83 | -4.94% | 2.81% | - 2.00% | 10.34% | 103.36% | |
| DNCA Eurose C (europe) |
373.87 | -6.40% | 4.06% | -2.33% | 8.95% | 65.09% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 143.93 | -9.18% | 6.90% | -2.62% | 15.17% | 62.85% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 144.02 | -7.75% | 6.67% | -2.53% | 33.55% | ||
| AXA Selectiv'revenus | 86.65 | -8.22% | 5.74% | - 0.77% | |||
| AXA Selection Carmignac convictions (inter) |
103.90 | - 9.10 % | 5.33% | - 3.76% | 6.22% | ||
| DORVAL CONVICTIONS PEA P | 233.47 | -17.26% | 3.80% | - 13.86% | 18.29% | 80.19% | |
| R Valor | 1927.90 | -13.47% | 16.63% | 3.19% | 52.97% | 269.91% | |
| ROUVIER Valeurs C | 129.87 | -12.82% | 10.92% | -2.63% | 34.99% | 160.42% | |
| SEXTANT GRAND LARGE | 441.36 | -4.29% | 2.10% | - 2.09% | 36.06% | 266.27% | |
| Fidelity Patrimoine | 12.52 | -5.21% | 4.25% | 0.56% | 12.79% | 69.56% | |
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 | 145.16 | -2.32% | 3.00% | 1.33% | 4.01% | 54.62% | |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 27.93 | 3.37% | 3.82% | 9.50% | 26.35% | 124.24% | |
| AXA WF US Hight Yield Bonds A C | 197.18 | -5.24% | 5.42% | 1.08% | 8.53% | 130.16% | |
| AXA IM Emg Mkt Short Duration | 108.66 | -3.72% | 2.83% | 0.44% | 5.07% | - | |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 2069.28 | -6.45% | 5.03% | -1.71% | 24.41% | 103.00% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 32.53 | -7.77% | 14.66% | 4.40% | 51.18% | 198.43% | |
| AGIPI ACTIONS EUROPE | 18.26 | -12.83% | 13.42% | 1.11% | 18.67% | 123.99% | |
| AGIPI AMBITION | 29.99 | -7.38% | 7.18% | -0.07% | 18.73% | 91.36% | |
| AGIPI CONVICTIONS | 107.67 | -6.59% | 4.22% | - 2.46% | 11.58% | - | |
| AGIPI INNOVATION | 11.90 | % | 0.85% | 0.08% | 17.59% | 37.03% | |
| AGIPI OBLIGATIONS INFLATION | 17.93 | -1.27% | 0.56% | -0.55% | 3.43% | 16.00% | |
| AGIPI OBLIGATIONS MONDE | 101.77 | -2.54% | 2.32% | 0.62% | |||
| AGIPI ACTIONS Emergents | 107.83 | -11.45% | 11.97% | -2.42% | 34.28% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 65.97 | -7.47% | 14.99% | 6.64% | 14.32% | 37.52% | |
| AGIPI REGIONS | 94.32 | -19.31% | 7.34% | -12.72% | |||
| AGIPI REVENUS Diversifié | 88.46 | -8.45% | 5.41% | -1.34% | |||
| AGIPI Monde Durable | 112.60 | -6.81% | 14.51% | 8.74% | 58.10% | 197.24% | |
| AGIPI Immobilier | 127.34 | -4.62% | 9.62% | 9.32% | 29.02% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 28/02/2019 | |||||||
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.