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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 09/01/2020 |
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| Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | ||
Actions zone EURO |
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| AXA France Small Cap D | 3 | 88.54 | 17.08% | 0.31% | 11.33% | 32.41% | 104.86% |
| LAZARD Small Caps France A (PEA) | 4 | 2393.10 | 26.65% | -0.15% | 17.43% | 96.19% | 252.56% |
| AXA Rosenberg Eurobloc | 1 | 175.49 | 22.32% | 1.25% | 20.29% | 27.59% | 56.34% |
| Dorval Manageurs C | 2 | 266.12 | 14.15% | 0.59% | 11.83% | 57.28% | 117.33% |
| AXA France Opportunités A part D | 5 | 1000.31 | 23.71% | 1.24% | 23.75% | 57.75% | 113.51% |
| AXA France Opportunités A C (PEA) | 5 | 1087.45 | 23.71% | 1.24% | 23.75% | 57.75% | 113.48% |
| MANDARINE OPPORTUNITÉS R CAP | 3 | 1287.04 | 25.69% | 0.64% | 23.52% | 52.23% | 132.10% |
| Fidelity FAST Europe A | 5 | 482.18 | 44.30% | 2.39% | 43.39% | 57.71% | 151.62% |
| CAC 40 |
- | 26.37% | 0.81% | 26.04% | 42.52% | 49.05% | |
| DJ Euro Stoxx 50 |
- | % | 0.75% | 22.90% | 22.34% | 25.34% | |
Actions Europe |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 3 | 108.54 | 26.05% | 0.72% | 20.48% | 63.02% | 181.70% |
| MANDARINE UNIQUE SM&MD CAP EU R (PEA) | 4 | 1501.47 | 30.67% | 1.08% | 25.91% | 55.56% | % |
| ODDO BHF AVENIR EUROPE CR-EUR (PEA) | 5 | 636.85 | 29.61% | 0.64% | 25.29% | 75.16% | 178.10% |
| Edmond de Rothschild Europe Midcaps C | 1 | 460.99 | 22.45% | 0.75% | 17.24% | 37.17% | 107.13% |
| Lazard Objectif Small Caps Euro A A/I | 1 | 751.25 | 17.24% | 0.55% | 11.07% | 44.04% | 130.88% |
| ODDO ACTIVE SLLER COMPANIES CR | 2 | 194.82 | 36.53% | 1.03% | 30.08% | 69.44% | % |
| AB SICAV I EUROZONE A EURO (PEA) | 4 | 29.07 | 21.01% | 1.57% | 18.32% | 56.71% | % |
| AXA Europe Actions D | 3 | 105.99 | 29.52% | 1.30% | 27.04% | 31.42% | 95.35% |
| FF EUROPEAN GROWTH E ACC EUR C | 3 | 41.57 | 22.91% | 1.54% | 20.91% | 36.79% | 88.18% |
| DWS Invest European Equities NC | 2 | 180.13 | 29.72% | 1.29% | 24.96% | 31.57% | 70.56% |
| Oddo Génération CR Eur | 1 | 885.20 | 20.98% | 1.27% | 16.87% | 39.34% | 120.12% |
| COMGEST Renaissance Europe C | 5 | 184.60 | 33.55% | 1.60% | 32.37% | 61.67% | 204.27% |
| ECHIQUIER MAJOR GROWTH EUROPE (PEA) | 5 | 298.09 | 39.98% | 1.44% | 38.00% | 47.42% | 140.36% |
| MFS MF EUROPEAN RESEARCH FD A1 (PEA) | 5 | 42.42 | 29.50% | 1.07% | 26.78% | 49.10% | 139.53% |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 2 | 237.55 | 25.33% | 1.88% | 23.11% | 46.25% | 161.68% |
| AXA Sélection Stars A | 2 | 143.71 | 25.29% | 1.86% | 23.91% | 31.03% | 76.14% |
| AWF FRAMLINGTON GBL SMALL CAP F C | 4 | 226.75 | 21.09% | 1.99% | 17.54% | 62.67% | |
| PICTET GLOBAL MEGATREND SELECT P | 5 | 280.84 | 30.62% | 2.18% | 29.94% | 56.33% | 197.15% |
| FRANKLIN MUT BEACON A EUR CAP | 2 | 81.23 | 24.44% | 1.36% | 22.48% | 36.61% | 169.60% |
| M&G LUX GLOBAL DIVIDEND A EUR | 2 | 11.12 | 27.07% | 1.71% | 21.38% | 44.39% | 165.36% |
| COMGEST MONDE C | 5 | 2334.31 | 23.30% | 2.65% | 26.10% | 78.47% | 210.29% |
| HSBC ACTIONS MONDE C1 EUR (PEA) | 3 | 17.79 | 23.07% | 1.37% | 20.53% | 40.30% | 115.38% |
| NORDEN | 1 | 203.78 | 17.02% | 0.72% | 12.00% | 25.10% | 112.74% |
| CPR Global Silver Age - P | 2 | 1426.22 | 23.83% | 1.92% | 23.54% | 40.33% |
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| CPR Invest Global Disruptive | 4 | 1481.19 | 37.54% | 4.88% | 37.23% | ||
| MSCI World | -4.81% | % |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 2 | 24.12 | 30.35% | 2.29% | 28.98% | 59.42% | 265.45% |
| AB US THEMATIC RESEARCH PTF | 5 | 24.97 | 35.93% | 2.34% | 34.68% | 94.32% | 312.05% |
| EDGE L SEL US SEL GWTH EUR A | 5 | 428.11 | 35.47% | 3.86% | 36.71% | 123.07% | 421.96% |
| JPMF US SELECT EQUITY A (C) EUR | 3 | 242.81 | 33.21% | 3.54% | 34.13% | 70.80% | 279.21% |
| CM-CIC INDICIEL AMERIQUE 500 (PEA) | 4 | 462.11 | 26.65% | 1.43% | 24.69% | 53.66% | 175.21% |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
1 | 185.61 USD | 29.99% | 1.15% | 25.33% | 44.76% | 162.49% |
| DOW Jones industrial average | % | 1.13% | 20.27% | 63.60% | 170.63% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 1 | 35.32 | 24.59% | 3.27% | 26.82% | 138.32% | 81.69% |
| JPM Japan Select Equity A (acc)-JPY | 4 | 13126JPY* | 20.97% | 1.10% | 18.47% | 50.05% | 103.53% |
Actions sectorielles |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 4 | 417.47 | 23.45% | 0.31% | 20.30% | 54.79% | 154.62% |
| AXA WF Framlington Global Real Estate Securities C | 3 | 178.81 | 25.65% | 0.60% | 22.91% | 34.85% | 189.24% |
| AXA Selectiv immo | 48.24** | 1.65% | % | 5.92% | 24.80% | - | |
| AXA Selectiv immoservice | 114.15** | 2.84% | % | 4.14% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 5 | 32.72 | 23.85% | -0.09% | 20.08% | 39.86% | 6.54% |
| BGF New Energy A2 | 5 |
9.62 |
32.59% | 1.05% | 30.35% | 49.61% | 49.84% |
| BGF World Gold A2 | 1 | 29.46 | 37.07% | -1.64% | 31.69% | 28.87% | -19.75% |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 5 | 23.06 | 32.64% | 3.73% | 33.91% | 60.14% | 99.65% |
| JPMORGAN EM MK EQ FD A USD | 5 | 43 | 32.64% | 3.92% | 34.14% | 60.64% | 98.67% |
| FF EMERG MKTS FD A USD CAP | 5 | 21.08 | 30.56% | 4.31% | 33.03% | 43.92% | 118.95% |
| MAGELLAN C | 2 | 25.68 | 17.67% | 3.09% | 18.67% | 28.72% | 77.05% |
| AXA WF Frm Emerg Mkts | 4 | 146.69 | 25.24% | 3.23% | 27.34% | 39.45% | 64.51% |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 5 | 391.82 USD | 22.39% | 2.46% | 21.77% | 68.82% | 262.89% |
| EDR FD GLOBAL HEALTHCARE A EUR | 1 | 1151.62 | 25.91% | 1.73% | 23.51% | 30.96% | 229.12% |
| PICTET-BIOTECH-HP EUR | 3 | 538.42 | 26.67% | 1.13% | 15.10% | 3.41% | 143.78% |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 5 | 425.77 | 43.94% | 7.12% | 49.04% | 172.95% | |
| Luxe | |||||||
| Pictet Premium Brands | 5 | 189.50 | 32.00% | 2.74% | 35.27% | 41.15% | 184.19% |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 4 | 45.79 | 25.07% | 1.08% | 24.09% | 46.56% | 80.39% |
| AMUNDI Actions Europe ISR P (PEA) | 3 | 219.79 | 25.21% | 0.66% | 22.64% | 36.52% | 93.58% |
| AXA WF Framlington Human Capital C | 1 | 147.93 | 21.04% | 0.51% | 16.60% | 29.11% | 92.37% |
Fonds diversifiées |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 3 | 90.90 | 15.20% | 1.04% | 14.44% | 25.24% | 108.49% |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 1 | 647.73 | 10.55% | 1.65% | 12.26% | 2.54% | 29.70% |
| CPR CROISSANCE REACTIVE P | 2 | 476.28 | 6.48% | 0.46% | 6.05% | 6.24% | 71.89% |
| Schroder ISF Global Multi Asset Income | 1 | 119.29 | 8.85% | 0.79% | 7.38% | 2.84% | |
| AXA Stratégie Retraite | 4 | 140.86 | 19.77% | 0.92% | 18.06% | 26.49% | 62.28% |
| Mandarine Reflex R (europe) |
1 | 661.17 | -1.66% | 0.76% | - 1.13% | -0.82% | 17.53% |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 1 | 124.60 | 18.56% | 1.93% | 18.68% | 19.19% | - |
| M&G LUX Optimal Income A |
5 | 10.50 | 6.81% | 0.07% | 6.23% | 12.27% | 61.99% |
| DNCA Eurose C (europe) |
3 | 388.88 | 7.85% | 0.36% | 7.83% | 12.04% | 46.32% |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 4 | 152.15 | 12.08% | 0.83% | 11.34% | 19.28% | 47.70% |
| AXA WF GLOBAL OPTIMAL INCOME A C | 4 | 198.66 | 11.72% | 0.86% | 10.85% | 18.60% | 49.94% |
| AXA PM PRIVILEGE PATRIMOINE (prudent) | 5 | 112.58 | 7.55% | 0.46% | 7.88% | 4.40% | |
| AXA Selectiv'revenus | 4 | 86.83 | 9.87% | 0.44% | 8.32% | 7.05% | |
| AXA Selection Carmignac convictions (inter) |
1 | 110.92 | 10.54 % | 1.72% | 11.45% | 4.14% | |
| AXA Selection AB Dynamic Diversified | 4 | 161.18 | 14.64% | 1.19% | 14.11% | 21.64% | |
| DORVAL CONVICTIONS PEA P | 1 | 227.08 | 0.68% | 0.27% | - 0.86% | 15.20% | 44.53% |
| R Valor | 3 | 2151.33 | 28.18% | 1.54% | 24.32% | 50.63% | 152.01% |
| ROUVIER Valeurs C | 5 | 147.67 | 25.59% | 0.43% | 22.94% | 47.98% | 86.15% |
| SEXTANT GRAND LARGE | 4 | 451.60 | 4.62% | -0.15% | 4.03% | 30.31% | 125.59% |
| Fidelity Patrimoine | 2 | 12.79 | 6.24% | 0.23 | 4.75% | 7.12% | 35.90% |
| Varenne Valeur A (PEA) | 5 | 328.66 | 10.56% | 1.61% | 9.08% | 34.23% | 115.25% |
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 | 2 | 146.77 | 4.03% | 0.11% | 2.72% | 5.66% | 30.89% |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 1 | 26.67 | 1.02% | 0.76% | 0.97% | 5.25% | 68.41% |
| AXA WF US Hight Yield Bonds A C | 4 | 203.06 | 8.28% | 0.26% | 5.87% | 13.34% | 63.68% |
| AXA IM Emg Mkt Short Duration | 2 | 112.02 | 5.56% | 0.43% | 5.42% | 10.91% | - |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 5 | 2284.67 | 15.34% | 0.54% | 15.33% | 28.99% | 62.75% |
AGIPI |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 4 | 38.66 | 33.13% | 2.36% | 30.52% | 60.08% | 138.74% |
| AGIPI ACTIONS EUROPE | 3 | 20.65 | 27.39% | 0.68% | 24.32% | 33.78% | 65.59% |
| AGIPI AMBITION | 3 | 31.99 | 13.37% | 0.85% | 12.60% | 21.32% | 62.13% |
| AGIPI CONVICTIONS | 4 | 112.79 | 8.66% | 0.47% | 8.00% | 11.83% | - |
| AGIPI INNOVATION | 12.18 | % | 1.78% | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 4 | 18.18 | 1.91% | 0.06% | 1.79% | 5.31% | 11.32% |
| AGIPI OBLIGATIONS MONDE | 4 | 105.25 | 5.74% | 0.08% | 5.30% | ||
| AGIPI ACTIONS Emergents | 3 | 120.45 | 22.24% | 2.32% | 21.99% | 27.42% | - |
| AGIPI GRANDES TENDANCES (Energie) | 4 | 75.93 | 29.79% | 1.97% | 28.56% | 33.56% | 9.20% |
| AGIPI REGIONS | 101.94 | 16.08% | -0.06% | 10.59% | |||
| AGIPI REVENUS Diversifié | 3 | 86.63 | 9.46% | 0.32% | 8.04% | ||
| AGIPI Monde Durable | 3 | 125.95 | 28.09% | 0.00% | 28.09% | 53.07% | 146.51% |
| AGIPI Immobilier | 4 | 134.19 | 14.83% | 0.59% | 13.48% | 16.94% | - |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/12/2019 | |||||||
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.