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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 05/09/2019 |
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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 | 82.45 | -24.73% | 9.36% | -13.35% | 21.19% | 116.27% | |
| AXA Rosenberg Eurobloc | 159.94 | -20.11% | 12.88% | -2.99% | 11.75% | 57.47% | |
| Dorval Manageurs C | 259.85 | -18.36% | 12.12% | -3.68% | 45.91% | 129.96% | |
| AXA France Opportunités A part D | 931.26 | - 7.75% | 16.60% | 5.37% | 45.92% | 124.52% | |
| MANDARINE OPPORTUNITÉS R CAP | 1212.46 | -13.17% | 19.16% | 3.73% | 42.09% | 139.47% | |
| Fidelity FAST Europe A | 438.35 | -3.75% | 34.32% | 18.56% | 42.09% | 148.30% | |
| CAC 40 |
- | % | 18.45% | 6.69% | 25.22% | 53.40% | |
| DJ Euro Stoxx 50 |
- | % | 16.53% | 6.20% | 7.04% | 25.64% | |
Actions Europe |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 97.86 | -12.93% | 14.47% | -2.74% | 52.17% | 191.60% | |
| Edmond de Rothschild Europe Midcaps C | 419.82 | -20.75% | 12.35% | -5.15% | 27.57% | 112.11% | |
| Objectif Small Caps Euro A A/I | 676.88 | -27.31% | 6.22% | - 15.73% | 27.13% | 131.74% | |
| ODDO ACTIVE SLLER COMPANIES CR | 171.35 | -27.88% | 21.32% | -7.29% | 52.56% | % | |
| AXA Europe Actions D | 97.64 | -14.76% | 20.86% | 4.85% | 19.99% | 101.45% | |
| FF EUROPEAN GROWTH E ACC EUR C | 37.60 | -10.31% | 12.88% | 0.83% | 22.12% | 91.74% | |
| DWS Invest European Equities NC | 166.90 | -19.13% | 21.74% | -0.70% | 21.88% | 75.04% | |
| Oddo Génération CR Eur | 814.41 | -20.21% | 12.72% | -6.28% | 24.15% | 133.10% | |
| COMGEST Renaissance Europe C | 171.23 | -5.38% | 25.86% | 9.74% | 54.53% | 208.41% | |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 218.88 | -7.48% | 17.65% | 2.49% | 41.85% | 164.03% | |
| AXA Sélection Stars A | 132.59 | -12.35% | 17.74% | 3.92% | 22.07% | 80.84% | |
| AWF FRAMLINGTON GBL SMALL CAP F C | 211.89 | -6.79% | 15.41% | 0.51% | 65.59% | ||
| FRANKLIN MUT BEACON A EUR CAP | 75.28 | -6.46% | 16.89% | 3.26% | 36.01% | 173.45% | |
| M&G LUX GLOBAL DIVIDEND A EUR | 10.11 | -8.61% | 14.77% | 2.44% | 31.31% | 177.01% | |
| COMGEST MONDE C | 2217.67 | 3.88% | 20.24% | 15.17% | 83.30% | 228.34% | |
| NORDEN | 187.23 | -13.28% | 8.29% | -5.37% | 16.20% | 129.34% | |
| CPR Global Silver Age - P | 1297.85 | -7.34% | 14.85% | -0.76% | |||
| CPR Invest Global Disruptive | 1348.98 | -8.10% | 31.38% | 8.09% | |||
| MSCI World | -4.81% | % |
% |
% |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 22.31 | 5.56% | 23.33% | 6.14% | 64.04% | 275.59% | |
| AB US THEMATIC RESEARCH PTF | 23.57 | -2.02% | 31.31% | 14.81% | 102.84% | 324.68% | |
| EDGE L SEL US SEL GWTH EUR A | 392.99 | 6.35% | 29.16% | 11.79% | 124.33% | 400.24% | |
| JPMF US SELECT EQUITY A (C) EUR | 215.32 | -3.22% | 22.31% | 6.67% | 71.46% | 282.45% | |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
162.71 USD | -9.58% | 15.93% | -5.03% | 30.79% | 161.88% | |
| DOW Jones industrial average | % | 14.88% | 3.40% | 56.61% | 182.16% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 31.39 | -16.57% | 14.35% | 4.98% | 6.55% | 94.12% | |
| JPM Japan Select Equity A (acc)-JPY | 11711.00JPY* | -11.49% | 12.44% | 2.42% | 41.71% | 89.75% |
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Actions sectorielles |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 381.20 | -6.92% | 13.08% | 0.20% | 48.50% | 152.66% | |
| AXA WF Framlington Global Real Estate Securities C | 176.19 | -2.20% | 24.54% | 15.86% | 50.33% | 213.00% | |
| AXA Selectiv immo | 47.54** | 1.65% | 4.45 % | 4.45% | 23.76% | - | |
| AXA Selectiv immoservice | 112.96** | 2.84% | 3.26% | 2.88% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 30.48 | -4.90% | 15.27% | 14.04% | 7.13% | 20.69% | |
| BGF New Energy A2 |
8.63 |
-9.80% | 20.19% | 8.96% | 31.35% | 45.29% | |
| BGF World Gold A2 | 30.88 | -13.57% | 41.33% | 60.83% | 29.37% | -3.68% | |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 20.50 | -12.25% | 22.32% | 19.32% | 40.12% | 110.26% | |
| JPMORGAN EM MK EQ FD A USD | 38.06 | -12.33% | 22.72% | 19.51% | 40.22% | 111.38% | |
| FF EMERG MKTS FD A USD CAP | 18.53 | -16.85% | 20.41% | 14.80% | 32.35% | 136.82% | |
| MAGELLAN C | 23.69 | -16.36% | 11.90% | 10.86% | 19.59% | 86.58% | |
| AXA WF Frm Emerg Mkts | 132.31 | -14.17% | 16.61% | 12.78% | 24.34% | 77.45% | |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 348.06 USD | 9.21% | 12.05% | 6.29% | 74.36% | 262.75% | |
| EDR FD GLOBAL HEALTHCARE A EUR | 1020.95 | 2.11% | 13.55% | 3.36% | 36.44% | 218.55% | |
| PICTET-BIOTECH-HP EUR | 458.36 | -17.50% | 9.05% | -13.60% | 2.58% | 110.05% | |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 389.66 | 8.70% | 41.11% | 18.38% | 181.40% | ||
| Luxe | |||||||
| Pictet Premium Brands | 178.60 | -6.72% | 27.81% | 12.13% | 40.64% | 218.08% | |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 42.18 | -10.84% | 16.45% | 4.90% | 27.61% | 86.05% | |
| AXA WF Framlington Human Capital C | 137.60 | -19.79% | 13.16% | -5.19% | 17.35% | 103.97% | |
Fonds diversifiées |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Allocation dominante action internationale | |||||||
| CPR CROISSANCE DYNAMIQUE P | 86.73 | -8.24% | 11.06% | -0.58% | 25.39% | 125.98% | |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 621.84 | -11.29% | 7.88% | 0.51% | 1.64% | 30.22% | |
| CPR CROISSANCE REACTIVE P | 470.72 | -7.30% | 5.72% | -2.32% | 12.11% | 85.23% | |
| Schroder ISF Global Multi Asset Income | 115.42 | -8.00% | 6.15% | 0.93% | -3.04% | ||
| AXA Stratégie Retraite | 131.65 | -10.54% | 12.98% | 2.25% | 15.36% | 65.79% | |
| Mandarine Reflex R (europe) |
650.33 | -10.93% | -2.54% | - 7.49% | -6.70% | 23.16% | |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 115.28 | -14.37% | 11.81% | 8.20% | 5.89% | - | |
| M&G LUX Optimal Income A |
10.26 | -4.94% | 4.47% | 2.60% | 10.32% | 70.15% | |
| DNCA Eurose C (europe) |
379.66 | -6.40% | 5.68% | 1.23% | 8.72% | 49.00% | |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 146.42 | -9.18% | 8.75% | -0.09% | 12.46% | 52.78% | |
| AXA WF GLOBAL OPTIMAL INCOME A C | 146.76 | -7.75% | 8.70% | 0.76% | 29.29% | ||
| AXA Selectiv'revenus | 84.65 | -8.22% | 7.58% | 1.96% | 1.39% | ||
| AXA Selection Carmignac convictions (inter) |
106.77 | - 9.10 % | 8.24% | 1.01% | 2.91% | ||
| DORVAL CONVICTIONS PEA P | 226.73 | -17.26% | 0.80% | - 10.07% | 12.11% | 51.58% | |
| R Valor | 2004.74 | -13.47% | 21.28% | 7.69% | 41.44% | 178.18% | |
| ROUVIER Valeurs C | 137.80 | -12.82% | 17.70% | 3.37% | 36.48% | 94.61% | |
| SEXTANT GRAND LARGE | 441.69 | -4.29% | 2.17% | - 0.39% | 30.13% | 149.80% | |
| Fidelity Patrimoine | 12.42 | -5.21% | 3.41% | -0.96% | 5.43% | 42.17% | |
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 | 146.39 | -2.32% | 3.87% | 1.68% | 4.44% | 37.70% | |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 26.32 | 3.37% | 0.75% | 7.39% | 10.03% | 85.80% | |
| AXA WF US Hight Yield Bonds A C | 199.40 | -5.24% | 6.60% | 1.66% | 7.83% | 82.20% | |
| AXA IM Emg Mkt Short Duration | 110.09 | -3.72% | 4.18% | 4.38% | 2.95% | - | |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 2211.62 | -6.45% | 12.25% | 8.14% | 25.96% | 72.51% | |
AGIPI |
Valeur en € | 2018 | Sur 2019 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 35.52 | -7.77% | 25.20% | 8.69% | 49.06% | 144.11% | |
| AGIPI ACTIONS EUROPE | 19.53 | -12.83% | 21.30% | 7.37% | 20.23% | 73.17% | |
| AGIPI AMBITION | 30.86 | -7.38% | 10.29% | 2.22% | 16.07% | 67.40% | |
| AGIPI CONVICTIONS | 108.95 | -6.59% | 5.46% | -0.05% | 8.05% | - | |
| AGIPI INNOVATION | 12.18 | % | 1.78% | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 18.21 | -1.27% | 2.13% | 1.68% | 3.00% | 13.57% | |
| AGIPI OBLIGATIONS MONDE | 105.53 | -2.54% | 6.10% | 4.66% | |||
| AGIPI ACTIONS Emergents | 107.33 | -11.45% | 11.45% | 6.52% | 8.06% | - | |
| AGIPI GRANDES TENDANCES (Energie) | 69.37 | -7.47% | 20.92% | 5.17% | 7.44% | 15.97% | |
| AGIPI REGIONS | 96.10 | -19.31% | 9.37% | -8.31% | |||
| AGIPI REVENUS Diversifié | 89.94 | -8.45% | 7.17% | 1.29% | |||
| AGIPI Monde Durable | 117.66 | -6.81% | 19.66% | 6.89% | 50.05% | 148.55% | |
| AGIPI Immobilier | 132.41 | -4.62% | 13.98% | 7.28% | 20.17% | - | |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 15/08/2019 | |||||||
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.
| PICTET-BIOTECH-HP EUR | 483.92 | -17.50% | 15.13% | -10.62% | 12.28% | 142.57% |