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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 28/02/2019 |
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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 | 81.68 | -24.73% | 8.34% | -18.80% | 18.84% | 189.23% | |
| AXA Rosenberg Eurobloc | 154.86 | -20.11% | 9.29% | -11.85% | 9.72% | 103.47% | |
| Dorval Manageurs C | 260.69 | -18.36% | 12.48% | -8.45% | 46.27% | 202.74% | |
| AXA France Opportunités A part D | 872.84 | - 7.75% | 8.33% | 0.03% | 33.86% | 176.25% | |
| MANDARINE OPPORTUNITÉS R CAP | 1112.47 | -13.17% | 9.34% | -5.22% | 29.02% | 183.48% | |
| Fidelity FAST Europe A | 375.60 | -3.75% | 15.09% | 14.16% | 25.64% | 189.39% | |
| CAC 40 |
- | % | 12.19% | 3.33% | 23.69% | 105.60% | |
| DJ Euro Stoxx 50 |
- | % | 10.92% | 0.13% | 9.01% | 76.81% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 96.14 | -12.93% | 12.46% | -2.56% | 43.88% | 281.96% | |
| Edmond de Rothschild Europe Midcaps C | 411.00 | -20.75% | 9.99% | -12.29% | 22.34% | 190.99% | |
| Objectif Small Caps Euro A A/I | 703.63 | -27.31% | 10.41% | - 20.12% | 21.43% | 248.44% | |
| ODDO ACTIVE SLLER COMPANIES CR | 157.28 | -27.88% | 11.36% | -21.04% | 36.10% | % | |
| AXA Europe Actions D | 90.65 | -14.76% | 11.27% | -3.80% | 13.93% | 141.81% | |
| FF EUROPEAN GROWTH E ACC EUR C | 37.29 | -10.31% | 11.95% | 5.64% | 26.79% | 147.45% | |
| DWS Invest European Equities NC | 157.02 | -19.13% | 14.54% | -2.98% | 14.42% | 133.07% | |
| Oddo Génération CR Eur | 804.10 | -20.21% | 11.29% | -10.62% | 25.28% | 223.27% | |
| COMGEST Renaissance Europe C | 150.25 | -5.38% | 10.44% | 6.91% | 40.97% | 217.72% | |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 209.28 | -7.48% | 12.49% | 4.13% | 52.29% | 201.90% | |
| AXA Sélection Stars A | 124.64 | -12.35% | 10.68% | - 3.60% | 21.10% | 123.25% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 207.66 | -6.79% | 13.10% | 4.81% | 69.80% | ||
| FRANKLIN MUT BEACON A EUR CAP | 71.45 | -6.46% | 10.95% | 6.36% | 48.36% | 223.45% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 9.93 | -8.61% | 12.68% | 7.67% | 44.50% | 276.02% | |
| COMGEST MONDE C | 1994.72 | 3.88% | 8.15% | 10.91% | 83.11% | 271.86% | |
| NORDEN | 190.23 | -13.28% | 10.02% | -4.77% | 22.69% | 255.04% | |
| CPR Global Silver Age - P | 1245.25 | -7.34% | 10.18% | 2.83% | |||
| CPR Invest Global Disruptive | 1249.70 | -8.10% | 21.71% | 10.57% | |||
| MSCI World | -4.81% | % |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 20.51 | 5.56% | 13.38% | 7.55% | 75.15% | 292.91% | |
| AB US THEMATIC RESEARCH PTF | 20.87 | -2.02% | 16.27% | 16.66% | 97.07% | 337.53% | |
| EDGE L SEL US SEL GWTH EUR A | 341.82 | 6.35% | 12.34% | 12.93% | 122.80% | 419.17% | |
| JPMF US SELECT EQUITY A (C) EUR | 199.94 | -3.22% | 13.58% | 11.12% | 81.38% | 337.51% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
169.83USD | -9.58% | 17.22% | 10.97% | 42.81% | 242.61% | |
| DOW Jones industrial average | % | 12.10% | 6.57% | 61.73% | 286.64% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 30.67 | -16.57% | 11.73% | - 7.12% | 31.91% | 209.49% | |
| JPM Japan Select Equity A (acc)-JPY | 12025.00JPY* | -11.49% | 6.99% | -5.79% | 48.90% | 118.15% |
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Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 370.72 | -6.92% | 8.54% | 6.82% | 62.38% | 236.47% | |
| AXA WF Framlington Global Real Estate Securities C | 158.29 | -2.20% | 11.89% | 18.38% | 55.75% | 307.44% | |
| AXA Selectiv immo | 47.85** | 1.65% | 1.57 % | 3.94% | 24.81% | - | |
| AXA Selectiv immoservice | 110.77** | 2.84% | 1.26% | 4.50% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 30.56 | -4.90% | 13.40% | 12.49% | 14.75% | 61.73% | |
| BGF New Energy A2 |
8.18 |
-9.80% | 13.93% | 7.21% | 34.32% | 63.60% | |
| BGF World Gold A2 | 23.20 | -13.57% | 6.64% | 6.78% | 2.64% | -11.71% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 18.92 | -12.25% | 12.89% | -1.77% | 58.19% | 187.98% | |
| JPMORGAN EM MK EQ FD A USD | 36.32 | -12.33% | 13.18% | -1.65% | 58.63% | 188.64% | |
| FF EMERG MKTS FD A USD CAP | 17.61 | -16.85% | 10.85% | -9.74% | 41.33% | 222.68% | |
| MAGELLAN C | 23.23 | -16.36% | 9.73% | -7.12% | 45.83% | 163.39% | |
| AXA WF Frm Emerg Mkts | 123.48 | -14.17% | 8.83% | -5.87% | 38.99% | 155.12% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 353.49 USD | 9.21% | 11.24% | 22.25% | 92.15% | 281.10% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 979.01 | 2.11% | 8.88% | 15.63% | 48.50% | 259.57% | |
| PICTET-BIOTECH-HP EUR | 507.18 | -17.50% | 20.67% | -0.21% | 6.33% | 152.58% | |
| Luxe | |||||||
| Pictet Premium Brands | 156.72 | -6.72% | 12.15% | 4.97% | 25.12% | 303.71% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 39.47 | -10.84% | 8.97% | - 1.89% | 21.07% | 140.54% | |
| AXA WF Framlington Human Capital C | 136.31 | -19.79% | 12.10% | -6.34% | 16.01% | 178.58% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 83.20 | -8.24% | 6.54% | -2.32% | 33.25% | 150.98% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 590.02 | -11.29% | 2.36% | -9.47% | 4.67% | 37.48% | |
| CPR CROISSANCE REACTIVE P | 460.11 | -7.30% | 3.34% | -4.24% | 18.27% | 101.85% | |
| Schroder ISF Global Multi Asset Income | 113.37 | -8.00% | 4.26% | -3.62% | -0.54% | ||
| AXA Stratégie Retraite | 125.92 | -10.54% | 8.06% | -3.22% | 14.02% | 102.74% | |
| Mandarine Reflex R (europe) |
652.11 | -10.93% | -2.27% | - 11.13% | -7.40% | ||
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 109.23 | -14.37% | 5.95% | - 9.70% | 16.17% | - | |
| M&G Optimal Income | 19.88 | -4.94% | 3.04% | - 1.92% | 10.82% | 104.28% | |
| DNCA Eurose C (europe) |
370.63 | -6.40% | 3.16% | -3.17% | 8.21% | 63.78% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 141.76 | -9.18% | 5.29% | -4.36% | 11.32% | 57.95% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 143.53 | -7.75% | 6.31% | -2.54% | 31.43% | ||
| AXA Selectiv'revenus | 86.00 | -8.22% | 4.94% | - 2.29% | |||
| AXA Selection Carmignac convictions (inter) |
102.34 | - 9.10 % | 3.75% | - 5.18% | 4.08% | ||
| DORVAL CONVICTIONS PEA P | 233.88 | -17.26% | 3.98% | - 14.63% | 16.69% | 80.31% | |
| R Valor | 1881.53 | -13.47% | 13.83% | 0.78% | 47.81% | 254.48% | |
| ROUVIER Valeurs C | 127.42 | -12.82% | 8.83% | -5.21% | 31.48% | 161.37% | |
| SEXTANT GRAND LARGE | 439.16 | -4.29% | 1.59% | - 2.78% | 36.06% | 263.06% | |
| Fidelity Patrimoine | 12.47 | -5.21% | 3.83% | -0.48% | 11.44% | 67.02% | |
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 | 144.89 | -2.32% | 2.81% | 0.93% | 3.75% | 53.78% | |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 28.00 | 3.37% | 3.82% | 9.13% | 25.94% | 121.67% | |
| AXA WF US Hight Yield Bonds A C | 196.26 | -5.24% | 4.92% | 0.04% | 8.00% | 129.33% | |
| AXA IM Emg Mkt Short Duration | 108.63 | -3.72% | 2.80% | 0.04% | 4.69% | - | |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 2066.22 | -6.45% | 4.87% | -2.51% | 24.45% | 100.72% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 31.75 | -7.77% | 11.91% | 1.89% | 44.36% | 187.84% | |
| AGIPI ACTIONS EUROPE | 17.84 | -12.83% | 10.81% | -1.38% | 13.76% | 124.31% | |
| AGIPI AMBITION | 29.56 | -7.38% | 5.65% | -1.92% | 15.93% | 88.82% | |
| AGIPI CONVICTIONS | 106.96 | -6.59% | 3.53% | - 3.52% | 9.90% | - | |
| AGIPI INNOVATION | 11.91 | % | 0.93% | 0.08% | 17.47% | 37.01% | |
| AGIPI OBLIGATIONS INFLATION | 17.85 | -1.27% | 0.11% | -0.94% | 2.96% | 16.97% | |
| AGIPI OBLIGATIONS MONDE | 101.08 | -2.54% | 1.63% | -0.37% | |||
| AGIPI ACTIONS Emergents | 106.34 | -11.45% | 10.43% | -4.14% | 28.97% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 64.64 | -7.47% | 12.67% | 4.70% | 8.98% | 35.70% | |
| AGIPI REGIONS | 94.37 | -19.31% | 7.40% | -13.83% | |||
| AGIPI REVENUS Diversifié | 88.10 | -8.45% | 4.98% | -2.83% | |||
| AGIPI Monde Durable | 109.81 | -6.81% | 11.67% | 6.02% | 51.22% | 186.20% | |
| AGIPI Immobilier | 125.49 | -4.62% | 8.02% | 7.88% | 26.18% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/02/2019 | |||||||
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.