  |
   |
   |
   |
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 09/01/2019 |
 |
 |
 |
 |
 |
 |
|
| Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | ||
Actions zone EURO |
|||||||
| AXA France Small Cap D | 79.53 | -24.73% | 5.49% | -23.56% | 27.04% | 156.21% | |
| AXA Rosenberg Eurobloc | 145.89 | -20.11% | 2.96% | -20.57% | 7.15% | 57.07% | |
| Dorval Manageurs C | 237.97 | -18.36% | 2.68% | -19.10% | 41.78% | 141.57% | |
| AXA France Opportunités A part D | 815.44 | - 7.75% | 1.21% | -9.71% | 30.73% | 129.10% | |
| MANDARINE OPPORTUNITÉS R CAP | 1041.94 | -13.17% | 2.40% | -14.38% | 26.38% | 138.97% | |
| Fidelity AS Europe A | 336.27 | -3.75% | 3.04% | -1.86% | 15.60% | 129.21% | |
| CAC 40 |
- | % | 0.90% | -13.03% | 11.96% | 47.05% | |
| DJ Euro Stoxx 50 |
- | % | 2.17% | - 14.70% | -1.45% | 25.08% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 90.09 | -12.93% | 5.38% | -11.21% | 44.56% | 229.16% | |
| Edmond de Rothschild Europe Midcaps C | 393.21 | -20.75% | 5.23% | -19.38% | 22.61% | 147.36% | |
| Objectif Small Caps Euro A A/I | 676.38 | -27.31% | 6.14% | - 26.56% | 32.95% | 196.24% | |
| ODDO ACTIVE SLLER COMPANIES CR | 149.77 | -27.88% | 6.04% | -26.42% | 40.93% | ||
| AXA Europe Actions D | 84.14 | -14.76% | 3.28% | -14.41% | 6.72% | 94.44% | |
| FF EUROPEAN GROWTH E ACC EUR C | 34.38 | -10.31% | 3.21% | -8.83% | 19.96% | 97.59% | |
| DWS Invest European Equities NC | 144.15 | -19.13% | 5.15% | -17.23% | 7.77% | 80.80% | |
| Oddo Génération CR Eur | 757.40 | -20.21% | 4.83% | -19.67% | 24.60% | 165.89% | |
| COMGEST Renaissance Europe C | 139.46 | -5.38% | 2.51% | -5.73% | 32.82% | 171.27% | |
| MSCI Europe | - | % | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 191.96 | -7.48% | 3.72% | -7.44% | 41.00% | 145.37% | |
| AXA Sélection Stars A | 115.98 | -12.35% | 2.99% | - 12.45% | 13.64% | 78.40% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 192.43 | -6.79% | 4.81% | -4.78% | 62.06% | ||
| FRANKLIN MUT BEACON A EUR CAP | 66.32 | -6.46% | 2.98% | -7.01% | 37.79% | 165.81% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 9.16 | % | 3.96% | % | % | % | |
| COMGEST MONDE C | 1851.12 | 3.88% | 0.37% | -0.50% | 68.56% | 220.80% | |
| NORDEN | 181.94 | -13.28% | 5.23% | -11.29% | 21.87% | 211.65% | |
| CPR Global Silver Age - P | 1154.48 | -7.34% | 2.16% | -8.60% | |||
| CPR Invest Global Disruptive | 1079.38 | -8.10% | 5.12% | -7.29% | |||
| MSCI World | % | % |
% |
% |
% |
||
Actions US |
|||||||
| AXA Rosenberg US Equity Alpha Fund C | 20.00 | 5.56% | 5.32% | 5.49% | 73.61% | 229.49% | |
| AB US THEMATIC RESEARCH PTF | 18.40 | -2.02% | 2.51% | -2.95% | 78.47% | 241.37% | |
| EDGE L SEL US SEL GWTH EUR A | 313.15 | 6.35% | 2.92% | 3.27% | 108.23% | 364.13% | |
| JPMF US SELECT EQUITY A (C) EUR | 181.03 | -3.22% | 2.83% | -2.87% | 65.20% | 257.77% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
153.08USD | -9.58% | 5.00% | -6.77% | 28.65% | 189.53% | |
| DOW Jones industrial average | % | 2.33% | -6.66% | 46.83% | 181.71% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 27.85 | -16.57% | 1.46% | - 18.83% | 19.43% | 168.82% | |
| JPM Japan Select Equity A (acc)-JPY | 11362.00JPY* | -11.49% | 3.23% | -13.30% | 34.22% | 83.38% |
|
Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 351.57 | -6.92% | 2.94% | -5.95% | 62.88% | 171.92% | |
| AXA WF Framlington Global Real Estate Securities C | 144.50 | -2.20% | 2.14% | -0.71% | 43.68% | 197.20% | |
| AXA Selectiv immo | 47.14** | 4.55% | % | 2.44% | 25.35% | - | |
| AXA Selectiv immoservice | 109.67** | 4.23% | % | 3.98% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 27.77 | -4.90% | 3.04% | -5.74% | 9.87% | 37.65% | |
| BGF New Energy A2 |
7.38 |
-9.80% | 2.79% | -8.89% | 22.80% | 30.62% | |
| BGF World Gold A2 | 22.37 | -13.57% | 2.38% | - 10.88% | 14.25% | -5.69% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 17.22 | -12.25% | 2.74% | - 12.25% | 41.26% | 142.19% | |
| JPMORGAN EM MK EQ FD A USD | 33.42 | -12.33% | 2.77% | -12.32% | 40.22% | 144.82% | |
| FF EMERG MKTS FD A USD CAP | 16.48 | -16.85% | 2.37% | -17.07% | 28.64% | 180.49% | |
| MAGELLAN C | 21.64 | -16.36% | 2.22% | -16.87% | 32.60% | 132.74% | |
| AXA WF Frm Emerg Mkts | 114.65 | -14.17% | 1.05% | - 16.30% | 19.72% | 115.87% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 333.24 USD | 9.21% | 3.27% | 8.73% | 92.55% | 245.38% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 932.38 | 2.11% | 3.70% | 1.68% | 48.17% | 218.10% | |
| PICTET-BIOTECH-HP EUR | 467.79 | -17.50% | 11.30% | -11.48% | 6.79% | 114.77% | |
| Luxe | |||||||
| Pictet Premium Brands | 140.09 | -6.72% | 0.25% | -8.02% | 12.70% | 215.02% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 36.90 | -10.84% | 1.88% | - 12.14% | 15.14% | 89.79% | |
| AXA WF Framlington Human Capital C | 126.59 | -19.79% | 4.10% | -19.32% | 12.33% | 126.02% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 79.35 | -8.24% | 1.61% | -9.10% | 27.70% | 118.29% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 576.04 | -11.29% | -0.06% | -13.08% | -0.06% | 36.58% | |
| CPR CROISSANCE REACTIVE P | 448.67 | -7.30% | 0.77% | -8.23% | 15.60% | 84.67% | |
| Schroder ISF Global Multi Asset Income | 110.92 | -8.00% | 2.01% | -7.18% | -1.63% | ||
| AXA Stratégie Retraite | 119.08 | -10.54% | 2.19% | -10.87% | 8.67% | 65.90% | |
| Mandarine Reflex R (europe) |
667.52 | -10.93% | 0.04% | - 11.61% | -4.12% | ||
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 104.71 | -14.37% | 1.56% | - 15.47% | 8.06% | - | |
| M&G Optimal Income | 19.42 | -4.94% | 0.70% | - 4.47% | 9.43% | 102.62% | |
| DNCA Eurose C (europe) |
360.53 | -6.40% | 0.35% | -7.37% | 7.79% | 57.71% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 136.50 | -9.18% | 1.38% | -9.84% | 8.94% | 43.79% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 137.23 | -7.75% | 1.64% | -8.30% | 26.85% | ||
| AXA Selectiv'revenus | 83.32 | -8.22% | 1.67% | - 7.58% | |||
| AXA Selection Carmignac convictions (inter) |
99.34 | - 9.10 % | 0.71% | - 10.36% | -1.15% | ||
| DORVAL CONVICTIONS PEA P | 228.58 | -17.26% | 1.63% | - 17.80% | 19.36% | 69.70% | |
| R Valor | 1740.94 | -13.47% | 5.32% | -12.11% | 42.67% | 184.82% | |
| ROUVIER Valeurs C | 120.16 | -12.82% | 2.63% | -13.17% | 25.43% | 104.84% | |
| SEXTANT GRAND LARGE | 434.38 | -4.29% | 0.48% | - 4.77% | 39.23% | 233.96% | |
| Fidelity Patrimoine | 12.21 | -5.21% | 1.67% | -4.68% | 11.61% | 52.61% | |
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 | 142.88 | -2.32% | 1.38% | -1.23% | 2.95% | 49.96% | |
Obligations Monde |
|||||||
| TEMPLETON GB TOT RET N USD CAP | 27.31 | 3.37% | 0.92% | 1.96% | 19.14% | 108.46% | |
| AXA WF US Hight Yield Bonds A C | 191.77 | -5.24% | 2.52% | - 3.49% | 7.53% | 120.86% | |
| AXA IM Emg Mkt Short Duration | 106.28 | -3.72% | 0.58% | -3.25% | 2.87% | - | |
Obligations en euro
|
|||||||
| LA FRANÇAISE SUB DEBT C | 1979.30 | -6.45% | 0.46% | -6.72% | 21.43% | 89.77% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 29.62 | -7.77% | 4.41% | -7.18% | 35.61% | 126.21% | |
| AGIPI ACTIONS EUROPE | 16.53 | -12.83% | 2.67% | -13.09% | 8.09% | 67.88% | |
| AGIPI AMBITION | 28.38 | -7.38% | 1.43% | -7.95% | 13.04% | 68.32% | |
| AGIPI CONVICTIONS | 104.34 | -6.59% | 1.00% | - 6.95% | 7.64% | - | |
| AGIPI INNOVATION | 11.83 | 7.71% | 0.25% | - 1.00% | 19.60% | 2.92% | |
| AGIPI OBLIGATIONS INFLATION | 17.86 | -1.27% | 0.17% | -1.11% | 3.88% | 15.35% | |
| AGIPI OBLIGATIONS MONDE | 99.84 | -2.54% | 0.38% | -2.40% | |||
| AGIPI ACTIONS Emergents | 98.21 | -11.45% | 1.98% | -13.28% | 15.89% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 59.18 | -7.47% | 3.15% | -6.72% | 1.39% | 18.63% | |
| AGIPI REGIONS | 91.67 | - 19.31% | 4.32% | ||||
| AGIPI REVENUS Diversifié | 85.04 | -8.45% | 1.33% | -8.11% | |||
| AGIPI Monde Durable | 101.06 | -6.81% | 2.78% | -7.45% | 39.26% | 123.06% | |
| AGIPI Immobilier | 117.89 | -4.62% | 1.48% | -3.46% | 21.65% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/12/2018 | |||||||
Fonds Euros |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
| CLER et CLEF | 2.20% | 2.25% | 2.50% | 2.85% | 3.03% | 3.20% | |
| OPTIAL / OPTIAL PATRIMOINE | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | Jusqu'à 3.05% | Jusqu'à 3.30% | Jusqu'à 3.5% | |
| PRIVILEGE / PRIVILEGE ACCUMULATOR AMADEO | Jusqu'à 2.35% | Jusqu'à 2.50% | Jusqu'à 2.70% | Jusqu'à 3.05% | Jusqu'à 3.30% | Jusqu'à 3.5% | |
| Les performances sont calculées coupons réinvestis. | |||||||
Les performances passées ne garantissent pas les performances à venir.