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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 25/11/2019 |
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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 | 3 | 84.67 | -24.73% | 12.31% | 5.14% | 28.54% | 108.13% |
| LAZARD Small Caps France A (PEA) | 4 | 2287.66 | -25.27% | 20.88% | 12.63% | 95.01% | 244.21% |
| AXA Rosenberg Eurobloc | 1 | 170.78 | -20.11% | 20.53% | 14.66% | 20.13% | 58.45% |
| Dorval Manageurs C | 2 | 261.65 | -18.36% | 12.89% | 8.56% | 51.23% | 125.09% |
| AXA France Opportunités A part D | 5 | 964.83 | - 7.75% | 20.80% | 15.00% | 53.02% | 118.43% |
| AXA France Opportunités A C (PEA) | 5 | 1048.88 | -7.75% | 20.80% | 15.00% | 53.01% | 118.41% |
| MANDARINE OPPORTUNITÉS R CAP | 2 | 1253.70 | -13.17% | 23.22% | 17.58% | 48.98% | 132.10% |
| Fidelity FAST Europe A | 5 | 461.64 | -3.75% | 41.46% | 35.60% | 48.27% | 159.76% |
| CAC 40 |
- | % | 25.40% | 19.05% | 35.37% | 59.41% | |
| DJ Euro Stoxx 50 |
- | % | 23.66% | 17.22% | 14.38% | 31.10% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 3 | 104.01 | -12.93% | 21.66% | 13.83% | 60.16% | 189.88% |
| MANDARINE UNIQUE SM&MD CAP EU R (PEA) | 4 | 1450.11 | -16.56% | 27.56% | 21.39% | 54.17% | 186.62% |
| ODDO BHF AVENIR EUROPE CR-EUR (PEA) | 5 | 620.41 | -13.62% | 27.07% | 20.24% | 72.49% | 189.42% |
| Edmond de Rothschild Europe Midcaps C | 1 | 439.69 | -20.75% | 17.67% | 12.19% | 32.34% | 110.07% |
| Lazard Objectif Small Caps Euro A A/I | 1 | 711.88 | -27.31% | 11.71% | 4.70% | 38.28% | 126.76% |
| ODDO ACTIVE SLLER COMPANIES CR | 2 | 185.40 | -27.88% | 31.27% | 22.59% | 64.20% | % |
| AB SICAV I EUROZONE A EURO (PEA) | 5 | 28.49 | -12.44% | 20.47% | 14.37% | 50.74% | 164.53% |
| AXA Europe Actions D | 3 | 102.98 | -14.76% | 27.47% | 21.01% | 26.42% | 97.25% |
| FF EUROPEAN GROWTH E ACC EUR C | 4 | 40.02 | -10.31% | 20.14% | 12.67% | 28.68% | 98.22% |
| DWS Invest European Equities NC | 3 | 174.87 | -19.13% | 27.56% | 17.92% | 25.72% | 79.59% |
| Oddo Génération CR Eur | 1 | 864.50 | -20.21% | 19.65% | 11.44% | 34.55% | 131.52% |
| COMGEST Renaissance Europe C | 5 | 177.60 | -5.38% | 30.54% | 24.45% | 57.94% | 203.64% |
| ECHIQUIER MAJOR GROWTH EUROPE (PEA) | 5 | 288.00 | -8.27% | 37.20% | 30.73% | 43.81% | 148.19% |
| MFS MF EUROPEAN RESEARCH FD A1 (PEA) | 5 | 40.98 | -9.44% | 26.44% | 22.15% | 43.44% | 141.91% |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 2 | 233.28 | -7.48% | 25.39% | 18.12% | 47.27% | 176.76% |
| AXA Sélection Stars A | 2 | 138.98 | -12.35% | 23.42% | 17.38% | 26.96% | 78.64% |
| AWF FRAMLINGTON GBL SMALL CAP F C | 3 | 221.89 | -6.79% | 20.86% | 12.88% | 66.50% | |
| PICTET GLOBAL MEGATREND SELECT P | 4 | 271.02 | -6.71% | 28.79% | 20.57% | 56.50% | 214.74% |
| FRANKLIN MUT BEACON A EUR CAP | 1 | 79.69 | -6.46% | 23.74% | 14.81% | 38.21% | 188.21% |
| M&G LUX GLOBAL DIVIDEND A EUR | 2 | 10.66 | -8.61% | 21.02% | 12.47% | 37.93% | 172.69% |
| COMGEST MONDE C | 5 | 2240.82 | 3.88% | 21.50% | 17.05% | 76.12% | 222.43% |
| HSBC ACTIONS MONDE C1 EUR (PEA) | 3 | 17.23 | -10.99% | 20.83% | 14.26% | 33.67% | 117.00% |
| NORDEN | 1 | 197.76 | -13.28% | 14.38% | 8.45% | 20.05% | 114.72% |
| CPR Global Silver Age - P | 2 | 1384.90 | -7.34% | 22.55% | 13.09% | ||
| CPR Invest Global Disruptive | 1411.39 | -8.10% | 37.46% | 30.80% | |||
| MSCI World | -4.81% | % |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 2 | 23.50 | 5.56% | 29.91% | 21.38% | 64.11% | 286.51% |
| AB US THEMATIC RESEARCH PTF | 5 | 24.18 | -2.02% | 34.71% | 28.21% | 94.69% | 329.48% |
| EDGE L SEL US SEL GWTH EUR A | 5 | 403.47 | 6.35% | 32.60% | 28.77% | 114.34% | 440.27% |
| JPMF US SELECT EQUITY A (C) EUR | 2 | 230.94 | -3.22% | 31.19% | 21.11% | 71.82% | 288.53% |
| CM-CIC INDICIEL AMERIQUE 500 (PEA) | 3 | 442.82 | -8.08% | 23.10% | 17.14% | 45.69% | 172.87% |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
2 | 181.02 USD | -9.58% | 29.20% | 17.75% | 41.95% | 191.80% |
| DOW Jones industrial average | % | 20.55% | 13.63% | 57.74% | 172.76% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 2 | 32.97 | -16.57% | 20.11% | 17.04% | 13.93% | 87.86% |
| JPM Japan Select Equity A (acc)-JPY | 4 | 12902JPY* | -11.49% | 21.73% | 12.93% | 52.35% | 127.69% |
Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 4 | 408.39 | -6.92% | 21.14% | 14.81% | 61.73% | 150.31% |
| AXA WF Framlington Global Real Estate Securities C | 3 | 179.29 | -2.20% | 26.73% | 19.90% | 47.98% | 213.88% |
| AXA Selectiv immo | 48.18** | 1.65% | 5.85 % | 5.63% | 24.83% | - | |
| AXA Selectiv immoservice | 114.05** | 2.84% | 4.26% | 3.93% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 5 | 31.33 | -4.90% | 18.48% | 18.88% | 26.33% | 10.16% |
| BGF New Energy A2 | 4 |
9.21 |
-9.80% | 28.27% | 21.50% | 41.04% | 57.44% |
| BGF World Gold A2 | 2 | 27.41 | -13.57% | 25.45% | 32.16% | 28.08% | -23.92% |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 5 | 21.53 | -12.25% | 28.46% | 26.13% | 47.97% | 107.02% |
| JPMORGAN EM MK EQ FD A USD | 5 | 39.83 | -12.33% | 28.51% | 26.17% | 47.57% | 107.47% |
| FF EMERG MKTS FD A USD CAP | 4 | 19.24 | -16.85% | 25.10% | 22.84% | 34.95% | 127.42% |
| MAGELLAN C | 1 | 24.16 | -16.36% | 14.12% | 11.90% | 21.41% | 80.05% |
| AXA WF Frm Emerg Mkts | 4 | 138.99 | -14.17% | 22.50% | 23.40% | 32.11% | 73.65% |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 5 | 380.69 USD | 9.21% | 22.76% | 17.80% | 76.51% | 286.04% |
| EDR FD GLOBAL HEALTHCARE A EUR | 1 | 1135.20 | 2.11% | 26.25% | 19.13% | 38.66% | 244.60% |
| PICTET-BIOTECH-HP EUR | 3 | 523.92 | -17.50% | 24.65% | 13.57% | 4.45% | 146.93% |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 5 | 394.96 | 8.70% | 43.03% | 39.70% | 168.61% | |
| Luxe | |||||||
| Pictet Premium Brands | 5 | 181.81 | -6.72% | 30.11% | 22.76% | 37.53% | 194.91% |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 4 | 44.92 | -10.84% | 24.02% | 18.62% | 37.38% | 84.97% |
| AMUNDI Actions Europe ISR P (PEA) | 4 | 214.36 | -13.50% | 22.93% | 16.92% | 30.42% | 96.83% |
| AXA WF Framlington Human Capital C | 1 | 143.77 | -19.79% | 18.23% | 9.96% | 24.98% | 99.07% |
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 | 89.09 | -8.24% | 14.09% | 9.2% | 24.93% | 117.72% |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 1 | 629.15 | -11.29% | 9.15% | 8.18% | 3.09% | 29.88% |
| CPR CROISSANCE REACTIVE P | 2 | 472.70 | -7.30% | 6.17% | 3.16% | 9.12% | 78.12% |
| Schroder ISF Global Multi Asset Income | 3 | 116.49 | -8.00% | 7.13% | 5.43% | -1.67% | |
| AXA Stratégie Retraite | 4 | 137.95 | -10.54% | 18.38% | 13.60% | 20.49% | 65.33% |
| Mandarine Reflex R (europe) |
1 | 655.21 | -10.93% | -1.81% | - 2.79% | -2.64% | 19.79% |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 1 | 119.49 | -14.37% | 15.90% | 16.19% | 14.09% | - |
| M&G LUX Optimal Income A |
5 | 10.38 | -4.94% | 5.72% | 5.20% | 11.29% | 64.81% |
| DNCA Eurose C (europe) |
3 | 385.69 | -6.40% | 7.35% | 5.84% | 10.66% | 47.37% |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 4 | 149.80 | -9.18% | 11.26% | 8.28% | 16.09% | 49.95% |
| AXA WF GLOBAL OPTIMAL INCOME A C | 4 | 195.60 | -7.75% | 10.95% | 8.17% | 16.09% | 50.27% |
| AXA PM PRIVILEGE PATRIMOINE (prudent) | 5 | 112.59 | -2.87% | 8.06% | 8.60% | 3.48% | |
| AXA Selectiv'revenus | 4 | 85.34 | -8.22% | 8.46% | 6.26% | 3.10% | |
| AXA Selection Carmignac convictions (inter) |
2 | 108.18 | - 9.10 % | 9.67% | 8.01% | 3.24% | |
| AXA Selection AB Dynamic Diversified | 4 | 158.89 | -6.11% | 14.35% | 10.78% | 21.75% | |
| DORVAL CONVICTIONS PEA P | 1 | 224.44 | -17.26% | -0.21% | - 0.70% | 12.77% | 46.79% |
| R Valor | 2 | 2078.00 | -13.47% | 25.72% | 18.42% | 44.97% | 164.03% |
| ROUVIER Valeurs C | 5 | 145.32 | -12.82% | 24.12% | 17.93% | 44.94% | 95.51% |
| SEXTANT GRAND LARGE | 5 | 446.43 | -4.29% | 3.27% | 2.59% | 32.14% | 134.86% |
| Fidelity Patrimoine | 2 | 12.53 | -5.21% | 4.33% | 2.54% | 5.29% | 38.71% |
| Varenne Valeur A (PEA) | 4 | 319.50 | -3.42% | 9.21% | 6.45% | 30.42% | 113.40% |
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 | 146.12 | -2.32% | 3.68% | 2.63% | 4.51% | 47.58% |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 4 | 26.15 | 3.37% | 0.55% | -0.60% | 6.01% | 81.24% |
| AXA WF US Hight Yield Bonds A C | 4 | 199.34 | -5.24% | 6.57% | 4.32% | 9.30% | 68.45% |
| AXA IM Emg Mkt Short Duration | 4 | 110.62 | -3.72% | 4.68% | 4.77% | 5.15% | - |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 5 | 2232.58 | -6.45% | 13.32% | 11.87% | 27.16% | 64.08% |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 4 | 36.94 | -7.77% | 30.21% | 22.16% | 51.68% | 139.86% |
| AGIPI ACTIONS EUROPE | 3 | 20.27 | -12.83% | 25.90% | 18.61% | 25.96% | 69.81% |
| AGIPI AMBITION | 3 | 31.39 | -7.38% | 12.19% | 9.30% | 18.92% | 66.02% |
| AGIPI CONVICTIONS | 4 | 111.32 | -6.59% | 7.75% | 5.87% | 10.43% | - |
| AGIPI INNOVATION | 12.18 | % | 1.78% | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 4 | 18.11 | -1.27% | 1.57% | 2.14% | 3.22% | 11.82% |
| AGIPI OBLIGATIONS MONDE | 4 | 104.69 | -2.54% | 5.26% | 5.25% | ||
| AGIPI ACTIONS Emergents | 3 | 112.85 | -11.45% | 17.19% | 15.77% | 18.39% | - |
| AGIPI GRANDES TENDANCES (Energie) | 4 | 73.00 | -7.47% | 27.24% | 20.28% | 21.36% | 15.05% |
| AGIPI REGIONS | 98.24 | -19.31% | 11.80% | 7.26% | |||
| AGIPI REVENUS Diversifié | 3 | 85.06 | -8.45% | 7.82% | 5.55% | ||
| AGIPI Monde Durable | 3 | 124.05 | -6.81% | 26.16% | 19.43% | 52.33% | 156.34% |
| AGIPI Immobilier | 5 | 133.57 | -4.62% | 14.98% | 10.87% | 22.17% | - |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/11/2019 | |||||||
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.