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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 |
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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 | 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% |
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| CPR Invest Global Disruptive | 5 | 1862.54 | 37.54% | 31.88% | 34.24% | ||
| MSCI World | -4.81% | % |
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Actions US |
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| 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 |
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| 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 |
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| 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
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| 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.