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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 07/11/2019 |
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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 | 84.28 | -24.73% | 11.79% | -3.50% | 30.88% | 105.68% | |
| AXA Rosenberg Eurobloc | 170.73 | -20.11% | 20.50% | 9.36% | 26.70% | 63.52% | |
| Dorval Manageurs C | 262.71 | -18.36% | 13.35% | 1.73% | 58.48% | 130.87% | |
| AXA France Opportunités A part D | 5 | 960.27 | - 7.75% | 20.23% | 10.24% | 57.76% | 119.11% |
| MANDARINE OPPORTUNITÉS R CAP | 2 | 1244.27 | -13.17% | 22.29% | 9.10% | 52.72% | 133.85% |
| Fidelity FAST Europe A | 5 | 446.28 | -3.75% | 36.75% | 25.18% | 48.38% | 145.29% |
| CAC 40 |
- | % | 20.34% | 13.13% | 38.96% | 52.04% | |
| DJ Euro Stoxx 50 |
- | % | 20.31% | 14.11% | 20.41% | 27.38% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 3 | 102.45 | -12.93% | 19.84% | 7.00% | 62.18% | 190.97% |
| Edmond de Rothschild Europe Midcaps C | 1 | 441.99 | -20.75% | 18.28% | 6.17% | 38.15% | 114.20% |
| Objectif Small Caps Euro A A/I | 1 | 700.76 | -27.31% | 9.96% | - 2.03% | 40.18% | 126.92% |
| ODDO ACTIVE SLLER COMPANIES CR | 2 | 181.59 | -27.88% | 28.57% | 10.50% | 66.66% | % |
| AXA Europe Actions D | 3 | 101.79 | -14.76% | 26.00% | 15.34% | 28.50% | 101.40% |
| FF EUROPEAN GROWTH E ACC EUR C | 4 | 39.71 | -10.31% | 19.21% | 8.26% | 32.54% | 94.47% |
| DWS Invest European Equities NC | 3 | 172.94 | -19.13% | 26.15% | 10.23% | 30.33% | 76.07% |
| Oddo Génération CR Eur | 1 | 865.39 | -20.21% | 19.77% | 6.59% | 39.20% | 134.40% |
| COMGEST Renaissance Europe C | 5 | 175.31 | -5.38% | 28.86% | 17.16% | 61.40% | 206.38% |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 2 | 228.93 | -7.48% | 23.05% | 10.33% | 46.62% | 177.12% |
| AXA Sélection Stars A | 2 | 137.71 | -12.35% | 22.29% | 11.40% | 29.23% | 82.11% |
| AWF FRAMLINGTON GBL SMALL CAP F C | 3 | 217.95 | -6.79% | 18.71% | 7.41% | 66.39% | |
| FRANKLIN MUT BEACON A EUR CAP | 1 | 78.68 | -6.46% | 22.17% | 9.02% | 38.89% | 185.59% |
| M&G LUX GLOBAL DIVIDEND A EUR | 2 | 10.66 | -8.61% | 21.04% | 7.50% | 39.76% | 178.42% |
| COMGEST MONDE C | 5 | 2227.07 | 3.88% | 20.75% | 15.60% | 77.75% | 228.15% |
| NORDEN | 1 | 198.44 | -13.28% | 14.77% | 5.02% | 24.14% | 124.81% |
| CPR Global Silver Age - P | 2 | 1351.11 | -7.34% | 19.56% | 6.78% | ||
| CPR Invest Global Disruptive | 1362.29 | -8.10% | 32.68% | 19.00% | |||
| MSCI World | -4.81% | % |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 2 | 22.98 | 5.56% | 27.03% | 12.43% | 62.17% | 287.52% |
| AB US THEMATIC RESEARCH PTF | 5 | 23.55 | -2.02% | 31.20% | 17.16% | 93.19% | 322.80% |
| EDGE L SEL US SEL GWTH EUR A | 5 | 389.32 | 6.35% | 27.95% | 14.12% | 109.84% | 427.46% |
| JPMF US SELECT EQUITY A (C) EUR | 2 | 224.46 | -3.22% | 27.51% | 12.74% | 68.79% | 287.07% |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
2 | 182.51 USD | -9.58% | 29.96% | 13.44% | 43.06% | 196.82% |
| DOW Jones industrial average | % | 14.91% | 7.29% | 59.39% | 171.64% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 2 | 33.40 | -16.57% | 21.68% | 15.45% | 16.54% | 95.21% |
| JPM Japan Select Equity A (acc)-JPY | 4 | 12880JPY* | -11.49% | 20.89% | 9.60% | 52.58% | 122.23% |
Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 4 | 408.45 | -6.92% | 21.16% | 12.31% | 66.40% | 153.52% |
| AXA WF Framlington Global Real Estate Securities C | 3 | 177.89 | -2.20% | 25.74% | 19.06% | 47.72% | 214.74% |
| AXA Selectiv immo | 48.06** | 1.65% | 5.59 % | 5.63% | 25.28% | - | |
| AXA Selectiv immoservice | 113.73** | 2.84% | 3.97% | 4.21% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 5 | 30.38 | -4.90% | 20.22% | 13.13% | 26.45% | 18.89% |
| BGF New Energy A2 | 4 |
9.12 |
-9.80% | 27.02% | 19.69% | 42.72% | 56.43% |
| BGF World Gold A2 | 2 | 27.54 | -13.57% | 26.04% | 33.30% | 41.45% | -18.38% |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 5 | 21.66 | -12.25% | 29.24% | 26.74% | 52.75% | 109.28% |
| JPMORGAN EM MK EQ FD A USD | 5 | 40.12 | -12.33% | 29.28% | 26.52% | 52.14% | 108.63% |
| FF EMERG MKTS FD A USD CAP | 4 | 19.42 | -16.85% | 26.11% | 22.97% | 39.64% | 131.69% |
| MAGELLAN C | 1 | 24.66 | -16.36% | 16.49% | 12.09% | 26.85% | 88.44% |
| AXA WF Frm Emerg Mkts | 4 | 138.90 | -14.17% | 22.42% | 23.06% | 33.61% | 78.40% |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 5 | 365.76 USD | 9.21% | 17.67% | 9.16% | 73.23% | 279.55% |
| EDR FD GLOBAL HEALTHCARE A EUR | 1 | 1079.69 | 2.11% | 20.08% | 9.99% | 34.77% | 240.20% |
| PICTET-BIOTECH-HP EUR | 3 | 479.02 | -17.50% | 13.97% | -2.20% | -0.42% | 128.10% |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 5 | 373.91 | 8.70% | 35.41% | 22.82% | 157.55% | |
| Luxe | |||||||
| Pictet Premium Brands | 5 | 177.96 | -6.72% | 27.35% | 15.47% | 40.55% | 196.35% |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 4 | 44.86 | -10.84% | 23.85% | 14.56% | 44.47% | 91.40% |
| AXA WF Framlington Human Capital C | 1 | 143.62 | -19.79% | 18.11% | 4.40% | 27.49% | 102.82% |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 3 | 88.85 | -8.24% | 13.78% | 4.57% | 26.44% | 126.08% |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 1 | 624.48 | -11.29% | 8.34% | 5.43% | 2.86% | 30.59% |
| CPR CROISSANCE REACTIVE P | 2 | 473.65 | -7.30% | 6.38% | 0.19% | 10.86% | 84.06% |
| Schroder ISF Global Multi Asset Income | 3 | 116.24 | -8.00% | 6.90% | 3.26% | -1.00% | |
| AXA Stratégie Retraite | 4 | 137.56 | -10.54% | 18.05% | 9.31% | 24.26% | 68.74% |
| Mandarine Reflex R (europe) |
1 | 650.07 | -10.93% | -2.58% | - 5.42% | -2.28% | 19.39% |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 1 | 120.44 | -14.37% | 16.82% | 14.41% | 15.15% | - |
| M&G LUX Optimal Income A |
5 | 10.39 | -4.94% | 5.78% | 3.99% | 11.83% | 67.30% |
| DNCA Eurose C (europe) |
3 | 385.83 | -6.40% | 7.39% | 3.61% | 12.67% | 48.18% |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 4 | 149.28 | -9.18% | 10.87% | 5.16% | 18.53% | 53.09% |
| AXA WF GLOBAL OPTIMAL INCOME A C | 4 | 195.30 | -7.75% | 10.78% | 5.44% | 18.36% | 53.36% |
| AXA Selectiv'revenus | 4 | 85.31 | -8.22% | 8.42% | 4.35% | 3.92% | |
| AXA Selection Carmignac convictions (inter) |
2 | 107.33 | - 9.10 % | 8.81% | 4.59% | 3.56% | |
| DORVAL CONVICTIONS PEA P | 1 | 226.02 | -17.26% | 0.49% | - 5.25% | 16.51% | 47.65% |
| R Valor | 2 | 2062.00 | -13.47% | 24.75% | 13.10% | 45.52% | 169.84% |
| ROUVIER Valeurs C | 5 | 144.41 | -12.82% | 23.34% | 13.37% | 47.34% | 98.15% |
| SEXTANT GRAND LARGE | 5 | 446.78 | -4.29% | 3.35% | 2.25% | 32.52% | 134.38% |
| Fidelity Patrimoine | 2 | 12.62 | -5.21% | 5.08% | 1.61% | 7.13% | 40.64% |
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 | 2 | 146.26 | -2.32% | 3.78% | 1.90% | 4.640% | 33.88% |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 4 | 26.37 | 3.37% | 0.77% | -0.34% | 6.39% | 83.32% |
| AXA WF US Hight Yield Bonds A C | 4 | 199.51 | -5.24% | 6.66% | 2.58% | 8.73% | 71.06% |
| AXA IM Emg Mkt Short Duration | 4 | 110.79 | -3.72% | 4.85% | 4.23% | 4.72% | - |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 5 | 2239.46 | -6.45% | 13.67% | 9.29% | 27.89% | 64.99% |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 4 | 36.17 | -7.77% | 27.49% | 13.56% | 52.02% | 143.16% |
| AGIPI ACTIONS EUROPE | 3 | 20.05 | -12.83% | 24.53% | 13.53% | 30.96% | 72.84% |
| AGIPI AMBITION | 3 | 31.36 | -7.38% | 12.08% | 6.56% | 20.53% | 67.61% |
| AGIPI CONVICTIONS | 4 | 111.18 | -6.59% | 7.62% | 4.34% | 12.05% | - |
| AGIPI INNOVATION | 12.18 | % | 1.78% | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 4 | 18.13 | -1.27% | 1.68% | 1.40% | 3.45% | 12.19% |
| AGIPI OBLIGATIONS MONDE | 4 | 104.74 | -2.54% | 5.31% | 4.83% | ||
| AGIPI ACTIONS Emergents | 3 | 114.49 | -11.45% | 18.89% | 15.73% | 22.09% | - |
| AGIPI GRANDES TENDANCES (Energie) | 4 | 72.46 | -7.47% | 26.30% | 16.20% | 22.66% | 17.30% |
| AGIPI REGIONS | 98.03 | -19.31% | 11.56% | 0.46% | |||
| AGIPI REVENUS Diversifié | 3 | 85.30 | -8.45% | 8.13% | 4.46% | ||
| AGIPI Monde Durable | 3 | 122.75 | -6.81% | 24.83% | 14.63% | 53.33% | 158.04% |
| AGIPI Immobilier | 5 | 133.88 | -4.62% | 15.24% | 10.64% | 22.66% | - |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/10/2019 | |||||||
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.