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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 20/11/2020

 
    Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans

Actions zone EURO

             
AXA France Small Cap D  2 83.48 17.08% -5.43% 0.78% 8.67% 73.31%
LAZARD Small Caps France A (PEA) 3 2333.09 26.65% -2.66% 2.34% 46.57% 1784.98%
AXA Rosenberg Eurobloc  1 155.66 22.32% -10.19% -8.50% -2.17% 37.39%
Dorval Manageurs C  1 235.24 14.15% -11.08% -10.00% 8.62%  73.19%
AXA France Opportunités A part D  5 966.47 23.71% -2.19% 0.57% 24.69% 95.83%
AXA France Opportunités A C (PEA) 5 1050.67 23.71% -2.19% 0.57% 24.69% 95.81%
MANDARINE OPPORTUNITÉS R CAP 3 1239.38 25.69% -3.08% -0.49% 20.44% 103.51%
Fidelity FAST Europe A  5 492.90 44.30% 4.67% 8.70% 40.95% 132.97%
CAC 40
  - 26.37% -7.29% - 6.46% 14.98% 47.89%
DJ Euro Stoxx 50
  - % -7.53% - 6.60% - 1.57% 25.56%
               

Actions Europe

  Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans
AXA Europe Small Cap A Eur C  3 106.28 26.05% -1.37% 3.25% 20.53% 149.02%
MANDARINE UNIQUE SM&MD CAP EU R (PEA) 4 1527.62 30.67% 2.84% 6.17% 25.90% 161.87%
ODDO BHF AVENIR EUROPE CR-EUR (PEA) 4 659.61 29.61% 4.24% 7.68% 46.53% 149.90%
Edmond de Rothschild Europe Midcaps C 2 493.56 22.45% 7.87% 12.93% 21.56% 96.50%
Lazard Objectif Small Caps Euro A A/I  1 732.51 17.24% -1.95% 4.36% 9.19% 84.12%
ODDO ACTIVE SLLER COMPANIES CR 4 217.98 36.53% 13.04% 18.41% 46.95%  %
AB SICAV I EUROZONE A EURO (PEA) 3 26.18 21.01% -8.53% -7.36% 17.24% 70.66%
AXA Europe Actions D 3 100.56 29.52% -2.62% 0.09% 12.62% 73.07%
FF EUROPEAN GROWTH E ACC EUR C 3 36.34 22.91% -11.24% -8.19% 5.70% 55.90%
DWS Invest European Equities NC 3 177.10 29.72% -0.41% 2.05% 11.79% 60.99%
Oddo Génération CR Eur  1 850.54 20.98% -2.70% -0.46% 12.67% 85.48%
COMGEST Renaissance Europe C  4 194.93 33.55% 7.29% 10.45% 43.17% 186.28%
ECHIQUIER MAJOR GROWTH SRI EUROPE (PEA) 3 307.63 39.98% 4.69% 8.09% 37.07% 111.65%
MFS MF EUROPEAN RESEARCH FD A1 (PEA) 5 41.06 29.50% -2.17% 1.08% 21.80% 115.88%
MSCI Europe   - -10.94% % % % %
               

Actions Internationales

  Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans
AXA Rosenberg International  2 223.60 25.33% -4.10% -3.01% 24.03% 125.20%
AXA Sélection Stars A  2 141.78 25.29% 0.49% 2.99% 14.95% 67.65%
AWF FRAMLINGTON GBL SMALL CAP F C  4 230.57 21.09% 3.71% 5.71% 37.41%  
TALENTS 5 525.89 23.12% 12.63% 15.64% 35.82% 101.82%
PICTET GLOBAL MEGATREND SELECT P 5 303.98 30.62% 10.59% 13.81% 51.79% 176.85%
FRANKLIN MUT BEACON A EUR CAP  1 66.23 24.44% -17.36% -15.65% 2.10% 100.27%
M&G LUX GLOBAL DIVIDEND A EUR  2 10.78 27.07% -1.35% 2.30% 36.15% 122.80%
COMGEST MONDE C  4 2470.04 23.30% 8.62% 10.74% 64.21% 199.00%
HSBC ACTIONS MONDE C1 EUR (PEA) 3 18.38 23.07% 4.73% 7.49% 38.20% 118.29%
NORDEN SRI
 1 221.60 17.02% 9.53% 13.52% 14.89% 90.80%
CPR Global Silver Age - P 2 1355.26 23.83% -3.15% -0.69% 13.44%
 
CPR Invest Global Disruptive  5 1862.54 37.54% 31.88% 34.24%    
MSCI World     -4.81% %
%
%
%
               

Actions US

             
AXA Rosenberg US Equity Alpha Fund C  2 23.50 30.35% -0.34% 1.42% 41.65% 223.92%
AB US THEMATIC RESEARCH PTF  5 29.97 35.93% 22.83% 25.08% 93.35%  316.83%
EDGE L SEL US SEL GWTH EUR A 4 513.31 35.47% 24.53% 27.97% 114.08% 471.23%
JPMF US SELECT EQUITY A (C) EUR 2 263.46 33.21% 12.34% 15.46% 64.64% 276.48%
CM-CIC INDICIEL AMERIQUE 500 (PEA) 1 495.81 26.65% 8.82% 12.77% 58.97% 183.37%
Legg Mason RY US Smlr Coms A Acc $ Small Cap
 2 188.03 USD 29.99% -4.20% -1.63% 30.18% 118.09%
 DOW Jones industrial average     % 3.69% 5.43% 66.13% 164.51%
Actions Asie              
Templeton Asian Growth (Action Asie hors Japon)  2 38.43 24.59% 12.37% 17.63% 52.20% 51.36%
JPM Japan Select Equity A (acc)-JPY  3 13503JPY* 20.97% 2.67% 2.93% 24.02% 88.81%
               

Actions sectorielles

  Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans
Immobilier              
AXA Aedificandi D  4 376.67 23.45% -7.85% -6.58% 23.82% 113.37%
AXA WF Framlington Global Real Estate Securities C  4 158.52 25.65% -10.82% -11.72% 11.14% 115.56%
AXA Selectiv immo   45.78** 6.03%  -1.57 % -1.41% 16.34% -
AXA Selectiv immoservice   111.95**  4.41%  -1.13% -0.98%    
Energie Matières Premières              
AXA Or et Matière Premières D  5 27.95 23.85% -10.97% -6.37% 55.86% -13.88%
BGF New Energy A2  5

12.59

32.59% 32.25% 38.96% 80.11% 124.82%
BGF World Gold A2 2 34.66 37.07% 15.73% 25.94% 93.96% -27.76%
Marchés émergents              
JPM Emg Mkts Eq  5 26.15 32.64% 17.63% 22.43% 83.25% 94.42%
JPMORGAN EM MK EQ FD A USD  5 52.13 32.64% 17.44% 22.19% 82.48% 94.69%
FF EMERG MKTS FD A USD CAP 5 24.40 30.56% 12.52% 18.33% 47.37% 102.71%
MAGELLAN C  2 25.48 17.67% 2.29% 5.38% 24.35% 50.53%
AXA WF Frm Emerg Mkts 5 154.22 25.24% 8.53% 11.99% 40.01% 46.08%
Santé Biotech              
AB INTERNATIONAL HEALTH CARE USD 4 440.54 USD 22.39% 7.71% 9.84% 54.25% 276.95%
Candriam Equities L Oncology Impact C USD Cap   263.36 USD 43.04% 18.70% 26.79%    
EDR FD GLOBAL HEALTHCARE A EUR  1 1173.26 25.91% 3.64% 5.69% 15.46% 222.74%
PICTET-BIOTECH-HP EUR 4 628.60 26.67% 18.06% 23.19% 12.12% 195.96%
Techno              
JPM US TECHNOLOGY A CAP EUR  5 625.78 43.94% 57.44% 61.31% 233.64% 587.75%
Consommation              
Robeco Gbl Consumer Trds Eq 5 339.15 36.69% 30.37% 35.01% 108.44% 366.63%
Luxe              
Pictet Premium Brands  4 208.05 32.00% 12.79% 16.57% 45.16% 133.53%
Investissement socialement responsable et ESG
             
AXA Euro Valeurs responsables D ISR  5 44.33 25.07% -0.58% 0.73% 21.82% 72.21%
AMUNDI Actions Europe ISR P (PEA) 3 202.11 25.21% -5.85% -3.21% 10.48% 69.79%
AXA WF Framlington Human Capital C  1 144.90 21.04% -1.55% 1.07% 5.54% 68.80%
BNPP Aqua Classic EUR Acc 3 156.31 35.18% 4.26% 8.24% 52.90%  
BGF Sustainable Energy Fund 5 12.59 32.59% 32.25% 38.96% 80.11% 124.82%
SISF QEP Global Quality A Acc 3 219.86 26.01% -3.22% -1.81% 26.94% 133.67%
Pictet Water P EUR 5 384.76 34.49% 4.46% 8.54% 47.02% 170.27%
Pictet Gbl Env Opp 5 272.47 40.37% 17.64% 22.87% 69.66% 173.37%
Candriam SRI Eq Wld C Cap 4 123.05 27.51% 4.10% 6.20% 33.18% 145.41%
Sycomore Happy@Work R 5 137.26 22.60% 6.13% 9.84% 37.18%  
               

Fonds diversifiées

  Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans
Allocation dominante action internationale              
CPR CROISSANCE DYNAMIQUE P 4 94.32 15.20% 4.85% 6.44% 18.20% 100.94%
Allocation mixte internationale              
Carmignac Patrimoine A sur AMADEO 4 700.89 10.55% 10.00% 11.82% 10.87% 35.07%
CPR CROISSANCE REACTIVE P 2 477.54 6.48% 0.72% 1.07% 2.14% 59.53%
Schroder ISF Global Multi Asset Income  2 116.38 8.85% -1.67% 0.34% 5.95%  
AXA Stratégie Retraite 3 136.66 19.77% -2.08% -0.33% 12.08% 56.85%
Mandarine Reflex R (europe)
 1 592.84 -1.66% -9.65% -9.54% -17.04% -3.11%
Allocation dominante taux internationale              
Carmignac Emerging Patrimoine A sur AMADEO 5 139.70 18.56% 14.28% 17.34% 31.45% -
M&G LUX Optimal Income A
4 10.55 6.81% 0.53% 1.77% 14.37% 52.39%
DNCA Eurose C (europe)
 2 368.72 7.85% -4.84% -4.18% 0.73% 33.34%
Fonds flexibles              
AXA Optimal income C  (europe) 4 152.49 12.08% 1.05% 1.94% 11.99% 40.09%
AXA WF GLOBAL OPTIMAL INCOME A C 4 196.23 11.72% -0.38% 0.62% 9.74% 40.30%
AXA PM PRIVILEGE PATRIMOINE (prudent) 5 117.50 7.55% 4.85% 4.48% 11.69%  
AXA Selectiv'revenus  2 81.03 9.87% -2.36% -0.89% 7.49%  
AXA Selection Carmignac convictions (inter)
5 122.51 10.54 % 12.35% 13.77% 18.10%  
AXA Selection AB Dynamic Diversified 3 157.17 14.64% -1.33% -0.42% 11.50%  
DORVAL CONVICTIONS PEA P  1 214 0.68% -5.50% -4.78% -5.47% 37.89%
R Valor  4 2196.71 28.18% 3.68% 6.94% 40.22% 125.55%
SEXTANT GRAND LARGE  2 430.21 4.62% -4.88% -3.54% 9.42% 84.81%
Fidelity Patrimoine 1 11.78 6.24% -7.68% -5.91% -4.31% 19.34%
Varenne Valeur A (PEA) 5 347.95 10.56% 7.57% 9.39% 19.56% 98.64%
 Performance absolue euro Long/Short biais positif              
Eleva Abs Return Europe Fd A1 EUR Acc 5 123.57 7.72% 5.53% 6.15%    

Obligations US

   Valeur en €  2019  Sur 2020 Sur 1 an  Sur 5 ans  Sur 10 ans 
AXA IM FIIS US SH DUR HI YI F 3 147.73 4.03% 0.76% 1.17% 5.54% 28.88%
               

Obligations Monde

             
TEMPLETON GB TOT RET N USD CAP 1 24.66 1.02% -12.90% - 12.19% -15.23% 26.61%
JPMF Gbl Gvt Bond A Eur 5 14.07 4.53% 5.24% 4.38% 11.76% 32.36%
AXA WF US Hight Yield Bonds A C 5 208.03 8.28% 2.71% 4.57% 19.19% 51.85%
AB FCP I GBL HY A2 EUR ACC H 2 23.55 10.13% -3.72% -1.59% 12.14% 35.03%
AXA IM Emg Mkt Short Duration  4 111.68 5.56% 0.13% 1.03% 8.87% -
               

Obligations en euro

             
LA FRANÇAISE SUB DEBT C 3 2262.84 15.34% - 0.42% 1.65% 27.26% 51.10%
 AXA World Funds - Global Short Duration Bonds  5  102.29   1.85%  2.21%    
               

AGIPI

  Valeur en € 2019 Sur 2020 Sur 1 an Sur 5 ans Sur 10 ans
AGIPI ACTIONS MONDE  5 42.84 33.13% 13.42% 17.47% 54.02% 154.21%
AGIPI ACTIONS EUROPE  3 20.14 27.39% - 1.80% 0.50% 12.73% 61.40%
AGIPI AMBITION  3 31.89 13.37% 0.54% 1.69% 12.01% 54.05%
AGIPI CONVICTIONS 2 109.04 8.66% -2.87% -1.80% 5.86% -
AGIPI INNOVATION   12.18 % 1.78% 1.69% 18.45% 49.15%
AGIPI OBLIGATIONS INFLATION 4 18.06 1.91% -0.61% -0.22% 1.69% 9.78%
AGIPI OBLIGATIONS MONDE  4 108.82 5.74% 3.47% 3.98% 12.58%  
AGIPI ACTIONS Emergents  4 118.78 22.24% 0.90% 5.43% 31.83% -
AGIPI GRANDES TENDANCES (Energie)  5 83.52 29.79% 12.17% 15.22% 55.41% 18.76%
AGIPI REGIONS  1  103.29  16.08% 1.26% 5.58%    
AGIPI Monde Durable  4 1307.64 28.09% 9.28% 12.32% 43.09% 155.64%
AGIPI Immobilier  2 125.28 14.83% -6.09% -6.65% 2.93% -
Nouveaux fonds accessibles dès le 23/03/2021              
AXAWF Fram Clean Economy AH   149.24 19.10% 27.92% 34.44%    
AXAWF Fram Longevity Eco A H 2 106.33 16.72% 5.73% 11.07%    
AXAWF Fram Robotech A H 2 157.63 32.08% 29.22% 35.20%    
AXAWF Fram Digital Economy AH 5 182.12 27.43% 37.94% 42.05%    
AXAWF Fram Evolving Trends  A 5 133.64 28.99% 21.22% 26.48%    
Pictet-Global Env Opp P 5 272.47 40.37% 17.64% 22.87% 69.66% 173.37%
Schroder ISF Glb Clmt Chg AH              
*valorisation au              
source QUANTALYS              
**valorisation au 01/11/2020              

Fonds Euros

  2019 2018 2017 2016 2015 2014
CLER et CLEF   1.70% 2.10% 2.20% 2.25% 2.50% 2.85%
OPTIAL / OPTIAL PATRIMOINE   Jusqu'à 2.00% Jusqu'à 2.25% Jusqu'à 2.35% Jusqu'à 2.50% Jusqu'à 2.70% Jusqu'à 3.05%
PRIVILEGE / PRIVILEGE ACCUMULATOR AMADEO   Jusqu'à 2.00% Jusqu'à 2.25% Jusqu'à 2.35% Jusqu'à 2.50% Jusqu'à 2.70% Jusqu'à 3.05%
Fonds Agipi Euro croissance   3.50%  2.85%        
Les performances sont calculées coupons réinvestis.              
               
 


Les performances passées ne garantissent pas les performances à venir.