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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 14/02/2019 |
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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 | 79.92 | -24.73% | 6.01% | -19.79% | 21.59% | 167.53% | |
| AXA Rosenberg Eurobloc | 150.66 | -20.11% | 6.33% | -12.62% | 7.80% | 76.17% | |
| Dorval Manageurs C | 249.95 | -18.36% | 7.84% | -11.17% | 44.01% | 171.74% | |
| AXA France Opportunités A part D | 846.39 | - 7.75% | 5.05% | -1.30% | 32.35% | 145.36% | |
| MANDARINE OPPORTUNITÉS R CAP | 1087.46 | -13.17% | 6.88% | -6.00% | 29.26% | 159.68% | |
| Fidelity FAST Europe A | 367.33 | -3.75% | 12.56% | 11.91% | 24.26% | 161.28% | |
| CAC 40 |
- | % | 9.26% | -1.67% | 19.06% | 79.93% | |
| DJ Euro Stoxx 50 |
- | % | 8.11% | - 4.78% | 3.97% | 53.43% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 92.89 | -12.93% | 8.66% | -3.73% | 44.37% | 248.03% | |
| Edmond de Rothschild Europe Midcaps C | 401.89 | -20.75% | 7.55% | -12.83% | 22.80% | 163.79% | |
| Objectif Small Caps Euro A A/I | 690.75 | -27.31% | 8.39% | - 21.05% | 22.66% | 220.00% | |
| ODDO ACTIVE SLLER COMPANIES CR | 784.81 | -27.88% | 8.62% | -12.32% | 23.61% | 190.67% | |
| AXA Europe Actions D | 89.65 | -14.76% | 10.04% | -3.92% | 41.55% | 120.50% | |
| FF EUROPEAN GROWTH E ACC EUR C | 36.61 | -10.31% | 9.91% | 3.21% | 26.46% | 124.88% | |
| DWS Invest European Equities NC | 152.90 | -19.13% | 11.53% | -7.14% | 12.58% | 105.29% | |
| Oddo Génération CR Eur | 772.71 | -20.21% | 6.95% | -13.22% | 21.70% | 186.19% | |
| COMGEST Renaissance Europe C | 147.49 | -5.38% | 8.41% | 6.59% | 39.75% | 196.64% | |
| MSCI Europe | - | % | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 207.49 | -7.48% | 11.53% | 5.87% | 52.13% | 173.63% | |
| AXA Sélection Stars A | 122.41 | -12.35% | 8.70% | - 2.17% | 20.34% | 101.00% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 207.09 | -6.79% | 12.79% | 6.90% | 72.78% | ||
| FRANKLIN MUT BEACON A EUR CAP | 71.30 | -6.46% | 10.71% | 7.01% | 49.44% | 199.58% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 9.82 | -8.61% | 11.44% | 7.30% | 43.96% | 239.72% | |
| COMGEST MONDE C | 1983.77 | 3.88% | 7.56% | 13.75% | 85.63% | 242.39% | |
| NORDEN | 189.97 | -13.28% | 9.87% | -3.16% | 25.74% | 227.93% | |
| CPR Global Silver Age - P | 1242.89 | -7.34% | 9.98% | 4.50% | |||
| CPR Invest Global Disruptive | 1213.98 | -8.10% | 18.23% | 9.69% | |||
| MSCI World | % | % |
% |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 20.35 | 5.56% | 12.49% | 8.94% | 74.68% | 255.77% | |
| AB US THEMATIC RESEARCH PTF | 20.49 | -2.02% | 14.15% | 14.41% | 95.52% | 278.74% | |
| EDGE L SEL US SEL GWTH EUR A | 342.06 | 6.35% | 12.42% | 16.58% | 122.17% | 379.41% | |
| JPMF US SELECT EQUITY A (C) EUR | 200.13 | -3.22% | 13.68% | 13.16% | 83.44% | 297.79% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
166.15USD | -9.58% | 15.94% | 9.77% | 43.59% | 208.47% | |
| DOW Jones industrial average | % | 10.96% | 2.63% | 60.46% | 242.71% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 30.77 | -16.57% | 12.09% | - 5.41% | 31.38% | 191.66% | |
| JPM Japan Select Equity A (acc)-JPY | 11749JPY* | -11.49% | 6.97% | -2.71% | 50.73% | 101.77% |
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Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 374.88 | -6.92% | 9.76% | 8.45% | 69.46% | 221.21% | |
| AXA WF Framlington Global Real Estate Securities C | 160.77 | -2.20% | 13.64% | 21.28% | 58.43% | 281.70% | |
| AXA Selectiv immo | 47.11** | 1.65% | % | 1.65% | 23.87% | - | |
| AXA Selectiv immoservice | 110.42** | 2.84% | 0.94% | 3.52% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 30.09 | -4.90% | 11.65% | 10.04% | 12.05% | 43.46% | |
| BGF New Energy A2 |
8.02 |
-9.80% | 11.70% | 4.16% | 32.78% | 45.55% | |
| BGF World Gold A2 | 23.59 | -13.57% | 7.96% | 0.90% | 0.08% | -15.17% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 18.41 | -12.25% | 9.84% | -3.86% | 56.15% | 156.05% | |
| JPMORGAN EM MK EQ FD A USD | 34.94 | -12.33% | 10.07% | -3.82% | 56.51% | 155.62% | |
| FF EMERG MKTS FD A USD CAP | 17.21 | -16.85% | 9.51% | -9.20% | 41.08% | 194.37% | |
| MAGELLAN C | 23.15 | -16.36% | 9.35% | -5.16% | 44.69% | 142.84% | |
| AXA WF Frm Emerg Mkts | 121.08 | -14.17% | 6.72% | -6.53% | 36.01% | 132.94% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 353.74 USD | 9.21% | 11.52% | 24.30% | 97.97% | 245.73% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 982.76 | 2.11% | 9.30% | 16.15% | 51.87% | 224.94% | |
| PICTET-BIOTECH-HP EUR | 487.18 | -17.50% | 15.91% | -7.27% | 4.31% | 106.92% | |
| Luxe | |||||||
| Pictet Premium Brands | 154.48 | -6.72% | 10.55% | 3.69% | 26.05% | 274.77% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 38.32 | -10.84% | 5.80% | - 3.46% | 18.69% | 112.88% | |
| AXA WF Framlington Human Capital C | 133.19 | -19.79% | 9.53% | -9.71% | 16.00% | 153.12% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 82.47 | -8.24% | 5.61% | -1.25% | 33.27% | 136.44% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 588.01 | -11.29% | 2.01% | -9.30% | 4.13% | 35.86% | |
| CPR CROISSANCE REACTIVE P | 458.34 | -7.30% | 2.94% | -3.39% | 18.79% | 93.60% | |
| Schroder ISF Global Multi Asset Income | 112.90 | -8.00% | 3.83% | -3.83% | 0.14% | ||
| AXA Stratégie Retraite | 123.32 | -10.54% | 5.83% | -3.05% | 12.53% | 84.89% | |
| Mandarine Reflex R (europe) |
662.81 | -10.93% | -0.67% | - 9.13% | -5.46% | ||
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 109.20 | -14.37% | 5.92% | - 8.57% | 16.07% | - | |
| M&G Optimal Income | 19.70 | -4.94% | 2.10% | - 2.70% | 10.49% | 100.43% | |
| DNCA Eurose C (europe) |
366.01 | -6.40% | 1.88% | -3.90% | 7.63% | 60.63% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 140.11 | -9.18% | 4.06% | -4.17% | 11.17% | 53.13% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 141.85 | -7.75% | 5.07% | -3.44% | 31.46% | ||
| AXA Selectiv'revenus | 85.39 | -8.22% | 4.20% | - 2.24% | |||
| AXA Selection Carmignac convictions (inter) |
102.13 | - 9.10 % | 3.54% | - 4.58% | 3.95% | ||
| DORVAL CONVICTIONS PEA P | 231.20 | -17.26% | 2.79% | - 14.95% | 17.15% | 76.35% | |
| R Valor | 1869.64 | -13.47% | 13.11% | 0.01% | 48.90% | 213.22% | |
| ROUVIER Valeurs C | 125.23 | -12.82% | 6.96% | -6.41% | 29.85% | 128.40% | |
| SEXTANT GRAND LARGE | 436.98 | -4.29% | 1.08% | - 2.63% | 36.98% | 244.68% | |
| Fidelity Patrimoine | 12.42 | -5.21% | 3.41% | -0.16% | 12.20% | 59.23% | |
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 | 144.50 | -2.32% | 2.53% | 0.85% | 3.96% | 51.50% | |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 28.02 | 3.37% | 5.26% | 11.82% | 27.28% | 114.73% | |
| AXA WF US Hight Yield Bonds A C | 195.37 | -5.24% | 4.45% | - 0.15% | 8.59% | 123.69% | |
| AXA IM Emg Mkt Short Duration | 107.94 | -3.72% | 2.15% | -0.44% | 4.66% | - | |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 2033.88 | -6.45% | 3.23% | -3.38% | 23.85% | 100.52% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 31.52 | -7.77% | 11.10% | 3.68% | 44.82% | 159.45% | |
| AGIPI ACTIONS EUROPE | 17.34 | -12.83% | 7.70% | -2.53% | 11.58% | 93.97% | |
| AGIPI AMBITION | 29.29 | -7.38% | 4.68% | -1.74% | 15.69% | 78.78% | |
| AGIPI CONVICTIONS | 106.30 | -6.59% | 2.89% | - 2.99% | 10.35% | - | |
| AGIPI INNOVATION | 11.80 | 7.71% | % | % | 16.93% | 19.36% | |
| AGIPI OBLIGATIONS INFLATION | 17.85 | -1.27% | 0.11% | -0.94% | 3.36% | 16.36% | |
| AGIPI OBLIGATIONS MONDE | 101.12 | -2.54% | 1.67% | -0.20% | |||
| AGIPI ACTIONS Emergents | 105.24 | -11.45% | 9.28% | -1.48% | 28.70% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 64.15 | -7.47% | 11.82% | 8.12% | 7.96% | 28.05% | |
| AGIPI REGIONS | 92.96 | -19.31% | 5.79% | -14.18% | |||
| AGIPI REVENUS Diversifié | 87.45 | -8.45% | 4.21% | -2.42% | |||
| AGIPI Monde Durable | 108.47 | -6.81% | 10.31% | 7.07% | 50.74% | 161.67% | |
| AGIPI Immobilier | 125.96 | -4.62% | 8.43% | 8.54% | 27.88% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 31/12/2018 | |||||||
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.