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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 10/03/2022 |
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| Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | ||
Actions zone EURO |
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| AXA France Small Cap D | 2 | 92.27 | 24.03% | -14.63% | 0.37% | 8.06% | 97.52% |
| LAZARD Small Caps France A (PEA) | 4 | 2851.56 | 28.62% | -13.22% | 5.65% | 32.41% | 257.17% |
| AXA ACT Carbon Offset Eurobloc Equity QI | 1 | 159.14 | 18.11% | -13.71% | -1.19% | -3.48% | 57.96% |
| Dorval Manageurs R |
1 | 245.52 | 14.44% | -12.14% | -6.32% | -1.10% | 99.20% |
| AXA France Opportunités A part C | 3 | 1147.06 | 26.73% | -15.03% | 1.87% | 31.53% | 114.22% |
| MANDARINE OPPORTUNITÉS R CAP | 2 | 1292.22 | 17.66% | -15.41% | -0.69% | 22.65% | 103.44% |
| Fidelity FAST Europe A | 5 | 489.71 | 18.05% | -17.06% | -3.79% | 50.26% | 117.30% |
| CAC 40 |
au 14/03/22 | 28.65% | -11.99% | 4.11% | 25.91% | 80.37% | |
| DJ Euro Stoxx 50 |
au 14/03/22 | 21.19% | -13.68% | -3.03% | 8.83% | 47.80% | |
Actions Europe |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 1 | 105.77 | 19.39% | -21.12% | -5.60% | 15.95% | 137.90% |
| MANDARINE UNIQUE SM&MD CAP EU R (PEA) | 1 | 1457.91 | 17.66% | -20.27% | -10.10% | 21.48% | 139.13% |
| ODDO BHF AVENIR EUROPE CR-EUR (PEA) | 1 | 607.56 | 12.62% | -20.26% | -12.39% | 22.89% | 130.37% |
| Edmond de Rothschild Europe Midcaps C | 2 | 492.34 | 17.87% | -19.75% | -9.34% | 12.77% | 96.98% |
| Lazard Objectif Small Caps Euro A A/I | 3 | 836.75 | 23.96% | -15.09% | -3.83% | 3.46% | 121.63% |
| ODDO ACTIVE SLLER COMPANIES CR | 5 | 246.48 | 28.56% | -19.76% | -1.92% | 43.68% | % |
| AB SICAV I EUROZONE A EURO (PEA) | 2 | 27.77 | 16.68% | -13.30% | -4.04% | 12.98% | 108.17% |
| AXA Europe Actions D | 5 | 112.63 | 25.36% | -11.75% | 4.12% | 27.82% | 82.92% |
| BlackRock European Fund A2 PEA | 5 | 159.50 | 28.95% | -19.57% | -0.06% | 46.02% | 114.37% |
| FF EUROPEAN GROWTH E ACC EUR C | 2 | 39.28 | 19.44% | -11.21% | -0.28% | 10.12% | 69.38% |
| DWS Invest European Equities NC | 3 | 182.33 | 15.12% | -12.48% | -1.80% | 15.19% | 77.02% |
| Oddo Génération CR Eur | 2 | 874.65 | 22.04% | -18.63% | -4.25% | 4.53% | 94.14% |
| COMGEST Renaissance Europe C | 5 | 215.43 | 34.72% | -20.15% | 5.30% | 61.93% | 172.21% |
| ECHIQUIER MAJOR GROWTH SRI EUROPE (PEA) | 4 | 317.55 | 24.13% | -17.96% | 1.60% | 46.82% | 110.70% |
| MFS MF EUROPEAN RESEARCH FD A1 (PEA) | 3 | 43.47 | 17.59% | -11.43% | 0.25% | 31.73% | 115.84% |
| MSCI Europe | - | % | % | % | % | % | |
Actions Internationales |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA ACT Carbon Offset Equity QI C EUR | 1 | 267.14 | 28.37% | -7.72% | 12.89% | 35.87% | 144.19% |
| AXA Sélection Stars A | 2 | 153.58 | 22.91% | -13.55% | 1.72% | 24.63% | 82.14% |
| AXA WF Fram Next Generation F EUR Acc | 1 | 223.38 | 14.06% | -20.42% | -11.23% | 22.18% | |
| TALENTS | 3 | 576.57 | 21.52% | -10.91% | 3.97% | 44.54% | 135.59% |
| PICTET GLOBAL MEGATREND SELECT P | 2 | 320.58 | 19.20% | -14.23% | -3.18% | 50.39% | 177.49% |
| FRANKLIN MUT BEACON A EUR CAP | 1 | 87.81 | 28.61% | -0.73% | 12.27% | 16.15% | 131.93% |
| M&G LUX GLOBAL DIVIDEND A EUR | 3 | 13.78 | 20.92% | 0.58% | 13.20% | 48.35% | 149.21% |
| COMGEST MONDE C | 3 | 2551.45 | 15.98% | -13.29% | -1.25% | 61.89% | 194.85% |
| HSBC ACTIONS MONDE C1 EUR (PEA) | 3 | 21.13 | 24.04% | -10.77% | 5.70% | 45.82% | 136.09% |
| NORDEN SRI |
1 | 234.19 | 24.98% | -16.78% | -3.43% | 20.32% | 91.66% |
| CPR Global Silver Age - P | 2 | 1556.45 | 23.02% | -9.24% | 3.96% | 28.24% |
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| CPR Invest Global Disruptive | 3 | 1745.39 | 6.56% | -18.32% | -10.93% | 64.75% | |
| MSCI World | % | % |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 2 | 30.77 | 37.87% | -7.63% | 16.03% | 63.24% | 241.65% |
| AB US THEMATIC RESEARCH PTF | 5 | 35.53 | 33.03% | -13.26% | 10.75% | 110.86% | 354.35% |
| EDGE L SEL US SEL GWTH EUR A | 3 | 550.80 | 31.86% | -21.55% | 1.29% | 104.24% | 399.09% |
| JPMF US SELECT EQUITY A (C) EUR | 5 | 335.94 | 37.92% | -8.19% | 17.39% | 84.22% | 309.28% |
| CM-CIC INDICIEL AMERIQUE 500 (PEA) | 2 | 587.03 | 26.18% | -10.95% | 8.50% | 66.49% | 190.94% |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
2 | 221.64USD | 33.64% | -9.41% | -2.24% | 39.89% | 135.13% |
| DOW Jones industrial average | 20.37% | -4.40% | 10.43% | 70.18% | 169.83% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 2 | 33.79 | -2.85% | -10.56% | -21.84% | 8.82% | 29.17% |
| FF India focus fund A USD | 4 | 63.98 | 35.55% | -8.66% | 10.10% |
56.39% |
166.18% |
| Pictet Greater China P EUR | 3 | 505.91 | -14.94% | -19.33% | -37.61% | 24.64% | 85.65% |
| JPM Japan Select Equity A (acc)-JPY | 2 | 13883JPY* | 10.44% | -15.44% | -3.34% | 16.75% | 87.74% |
Actions sectorielles |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 3 | 391.62 | 11.80% | -8.42% | 4.72% | 32.30% | 136.89% |
| AXA WF Framlington Global Real Estate Securities C | 4 | 205.74 | 37.86% | -4.97% | 24.82% | 42.86% | 145.69% |
| AXA Selectiv immo | 47.69** | 7.28% | -0.91% | 5.75% | 19.30% | - | |
| AXA Selectiv immoservice | 119.36** | 5.98% | -1.05% | 4.38% | 18.67% | ||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 4 | 45.21 | 21.44% | 26.64% | 31.20% | 88.19% | 45.73% |
| BGF New Energy A2 | 5 |
14.16 |
25.17% | -13.71% | 2.76% | 86.81% | 184.34% |
| BGF World Gold A2 | 1 | 37.48 | -3.30% | 10.20% | 14.58% | 36.29% | -15.15% |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 3 | 21.79 | -2.356% | -17.09% | -22.43% | 32.46% | 61.65% |
| JPMORGAN EM MK EQ FD A USD | 3 | 40.18 | -2.38% | -17.30% | -22.29% | 31.96% | 62.37% |
| FF EMERG MKTS FD A USD CAP | 5 | 20.52 | 8.47% | -18.41% | -19.52% | 31.15% | 79.65% |
| MAGELLAN C | 1 | 19.65 | -15.28% | -12.08% | -26.18% | -13.36% | 18.72% |
| AXA WF Frm Emerg Mkts | 3 | 138.61 | 2.77% | -13.83% | -17.53% | 17.97% | 38.61% |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 4 | 497.95 USD | 33.56% | -9.25% | 19.23% | 78.40% | 300.99% |
| Candriam Equities L Oncology Impact C USD Cap | 4 | 243.96 USD | 11.05% | -11.85% | -0.87% | ||
| EDR FD GLOBAL HEALTHCARE A EUR | 3 | 1357.64 | 26.09% | -6.76% | 13.56% | 37.06% | 222.45% |
| PICTET-BIOTECH-HP EUR | 2 | 477.78 | -9.66% | -20.99% | -27.53% | -1.49% | 105.69% |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 3 | 638.56 | 21.97% | -22.98% | -7.97% | 189.22% | 494.40% |
| FF Global Technology Fund A EUR | 5 | 46.62 | 31.52% | -10.33% | 5.62% | 153.09% | 550.03% |
| Consommation | |||||||
| Robeco Gbl Consumer Trds Eq | 4 | 300.07 | 8.89% | -22.25% | -14.83% | 77.84% | 261.01% |
| Luxe | |||||||
| Pictet Premium Brands | 5 | 242.08 | 33.39% | -16.07% | 5.27% | 79.29% | 137.05% |
| Investissement socialement responsable et ESG |
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| AXA Euro Valeurs responsables D ISR | 4 | 46.51 | 24.14% | -16.72% | -2.73% | 23.89% | 93.52% |
| AMUNDI Actions Europe ISR P (PEA) | 3 | 221.34 | 24.95% | -12.94% | 3.15% | 22.27% | 92.19% |
| AXA WF ACT Hum Cap A EUR Acc | 1 | 152.18 | 18.96% | -15.00% | -2.55% | 9.47% | 75.81% |
| BNPP Aqua Classic EUR Acc | 4 | 188.18 | 36.99% | -14.95% | 9.02% | 63.66% | |
| BGF Sustainable Energy Fund | 5 | 14.16 | 25.17% | -13.71% | 2.76% | 86.81% | 184.34% |
| SISF QEP Global Quality A Acc | 2 | 265.01 | 31.09% | -8.93% | 13.80% | 38.01% | 153.79% |
| Pictet Water P EUR | 5 | 458.43 | 39.58% | -13.90% | 14.58% | 59.92% | 181.66% |
| Pictet Gbl Env Opp | 5 | 300.91 | 25.97% | -15.80% | 5.25% | 71.88% | 196.67% |
| Nordea 1 Gbl Clim & Enc Fd BP EUR | 5 | 29.15 | 33.56% | -12.49% | 9.59% | 82.53% | 262.56% |
| Candriam SRI Eq Wld C Cap | 4 | 30.03 | 32.95% | -10.89% | 11.44% | 48.14% | 167.57% |
| Sycomore Happy@Work R | 3 | 137.36 | 14.34% | -17.36% | -5.86% | 14.59% | |
Fonds diversifiées |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 5 | 108.90 | 21.13% | -7.01% | 8.06% | 33.15% | 113.99% |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 4 | 648.64 | -0.88% | -8.63% | -9.93% | -1.84% | 19.78% |
| CPR CROISSANCE REACTIVE P | 3 | 506.49 | 7.22% | -3.35% | 2.39% | 7.69% | 51.91% |
| Schroder ISF Global Multi Asset Income | 1 | 113.86 | 3.52% | -7.78% | -4.90% | -1.02% | |
| AXA Stratégie Retraite | 3 | 145.23 | 17.19% | -11.74% | -1.65% | 17.50% | 69.23% |
| Mandarine Active R (europe) |
5 | 924.96 | 28.01% | -18.22% | 0.90% | 32.53% | % |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 4 | 118.45 | -5.22% | -15.08% | -19.76% | 0.68% | 10.81% |
| M&G LUX Optimal Income A |
1 | 10.16 | 1.17% | -5.66% | -5.08% | 3.00% | 31.21% |
| DNCA Eurose C (europe) |
2 | 386.35 | 7.17% | -2.83% | 1.12% | 4.67% | 35.82% |
| Fonds flexibles | |||||||
| AXA Optimal income C (europe) | 4 | 160.12 | 13.04% | -9.73% | -1.72% | 14.01% | 42.43% |
| AXA WF GLOBAL OPTIMAL INCOME A C | 2 | 198.15 | 8.53% | -9.21% | -4.06% | 7.56% | 36.57% |
| AXA PM PRIVILEGE PATRIMOINE (prudent) | 4 | 107.91 | -2.35% | -6.42% | -6.54% | 2.60% | 6.11% |
| AXA Selectiv'revenus | 1 | 78.64 | 5.16% | -6.02% | -2.33% | 2.83% | |
| AXA Force | 3 | 137.33 | 9.89% | -8.11% | -0.86% | 15.47% | 36.89% |
| AXA Selection Carmignac convictions (inter) |
4 | 114.23 | 0.10 % | -9.01% | -9.63% | 3.85% | |
| AXA Selection AB Dynamic Diversified | 3 | 169.45 | 15.96% | -7.73% | 2.84% | 16.57% | 54.90% |
| DORVAL CONVICTIONS PEA P | 1 | 228.46 | 12.33% | -6.81% | -0.93% | -9.10% | 52.20% |
| R Valor | 4 | 2412.90 | 12.32% | -4.66% | -2.03% | 31.42% | 138.20% |
| SEXTANT GRAND LARGE | 2 | 450.19 | 3.76% | -2.30% | -1.41% | 2.14% | 85.68% |
| FF Global Multi Asst Inc A Acc EUR H | 4 | 11.87 | 2.31% | -7.48% | -6.68% | 3.13% | |
| Varenne Valeur A (PEA) | 5 | 374.70 | 19.55% | -12.35% | 0.03% | 27.80% | 98.51% |
| Performance absolue euro Long/Short biais positif | |||||||
| Eleva Abs Return Europe Fd A1 EUR Acc | 5 | 127.60 | 5.48% | -4.13% | 0.72% | 27.69% | |
Obligations US |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA IM FIIS US SH DUR HI YI F | 1 | 147.06 | 1.68% | -2.64% | -1.24% | 2.57% | 14.83% |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 2 | 22.80 | 2.07% | 0.29% | 1.56% | -20.22% | 12.34% |
| JPMF Gbl Gvt Bond A Eur | 3 | 13.10 | -3.41% | -3.61% | -4.45% | 3.15% | 15.72% |
| AXA WF US Hight Yield Bonds A C | 4 | 206.19 | 2.58% | -4.87% | -2.58% | 7.21% | 36.21% |
| AB FCP I GBL HY A2 EUR ACC H | 2 | 23.21 | 1.93% | -6.37% | -4.41% | -1.19% | 24.45% |
| AXA IM Emg Mkt Short Duration | 3 | 97.52 | -3.60% | -10.83% | -13.03% | -9.77% | - |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 5 | 2238.46 | 4.21% | -6.76% | -3.51% | 17.41% | 71.15% |
| AXA World Funds - Global Short Duration Bonds | 5 | 101.37 | 0.15% | -1.67% | -1.30% | ||
AGIPI |
Valeur en € | 2021 | Sur 2022 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 5 | 47.61 | 25.05% | -12.83% | 7.30% | 61.66% | 162.17% |
| AGIPI ACTIONS EUROPE | 5 | 22.73 | 25.46% | -11.80% | 4.65% | 29.15% | 96.17% |
| AGIPI AMBITION | 4 | 32.82 | 10.16% | -8.27% | -0.76% | 12.24% | 51.62% |
| AGIPI CONVICTIONS | 1 | 109.89 | 7.68% | -7.78% | 0.15% | 2.36% | - |
| AGIPI INNOVATION | 12.18 | % | % | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 4 | 19.69 | 4.14% | 4.29% | 7.65% | 10.25% | 12.28% |
| AGIPI OBLIGATIONS MONDE | 2 | 101.78 | -1.41% | -6.01% | -6.06% | 0.39% | |
| AGIPI ACTIONS Emergents | 2 | 116.91 | 6.89% | -10.69% | -10.55% | 18.58% | 31.15% |
| AGIPI GRANDES TENDANCES (Energie) | 3 | 90.70 | 22.74% | -14.79% | -0.69% | 56.06% | 39.40% |
| AGIPI REGIONS A | 5 | 115.02 | 18.91% | -12.21% | -0.41% | ||
| AGIPI Monde Durable | 4 | 156.76 | 28.07% | -13.51% | 5.98% | 53.15% | 177.97% |
| AGIPI Immobilier | 4 | 145.06 | 22.33% | -4.93% | 12.90% | 21.06% | - |
| AXA WF ACT Clean Eco AH EUR Acc | 2 | 143.49 | 6.04% | -17.56% | -12.45% | ||
| AXAWF Fram Longevity Eco A H | 1 | 102.04 | 6.96% | -14.19% | -9.44% | ||
| AXAWF Fram Robotech A H | 5 | 150.88 | 14.86% | -23.86% | -12.44% | ||
| AXAWF Fram Digital Economy AH | 5 | 168.53 | 10.69% | -22.40% | -15.87% | ||
| AXAWF Fram Evolving Trends A | 4 | 125.22 | 6.21% | -16.80% | -10.08% | ||
| Pictet-Global Env Opp P | 5 | 300.91 | 25.97% | -15.80% | 5.25% | 71.88% | 196.67% |
| Schroder ISF Glb Clmt Chg AH | 5 | 19.56 | 8.95% | -15.02% | -7.57% | 71.94% | 129.06% |
| *valorisation au 28/02/2022 | |||||||
| source QUANTALYS | |||||||
| **valorisation au 28/02/2022 | |||||||
Fonds Euros |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
| CLER et CLEF | 1.30% | 1.70% | 2.10% | 2.20% | 2.25% | 2.50% | |
| OPTIAL / OPTIAL PATRIMOINE | Jusqu'à 1.60% | Jusqu'à 2.00% | Jusqu'à 2.25% | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | |
| PRIVILEGE / PRIVILEGE ACCUMULATOR AMADEO | Jusqu'à 1.60% | Jusqu'à 2.00% | Jusqu'à 2.25% | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | |
| Fonds Agipi Euro croissance | 3.10% | 3.50% | 2.85% | ||||
| Les performances sont calculées coupons réinvestis. | |||||||
Les performances passées ne garantissent pas les performances à venir.