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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 24/01/2020 |
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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 | 88.18 | 17.08% | -0.10% | 10.23% | 25.24% | 108.43% |
| LAZARD Small Caps France A (PEA) | 4 | 2400.37 | 26.65% | 0.15% | 14.99% | 92.45% | 245.85% |
| AXA Rosenberg Eurobloc | 1 | 176.87 | 22.32% | 2.05% | 18.05% | 15.78% | 66.54% |
| Dorval Manageurs C | 2 | 262.10 | 14.15% | -0.93% | 7.02% | 42.61% | 123.84% |
| AXA France Opportunités A part D | 5 | 1000.11 | 23.71% | 1.22% | 22.24% | 46.57% | 121.76% |
| AXA France Opportunités A C (PEA) | 5 | 1087.24 | 23.71% | 1.22% | 22.24% | 46.57% | 121.74% |
| MANDARINE OPPORTUNITÉS R CAP | 3 | 1293.13 | 25.69% | 1.12% | 22.43% | 41.92% | 134.60% |
| Fidelity FAST Europe A | 5 | 485.24 | 44.30% | 3.04% | 40.35% | 46.42% | 164.34% |
| CAC 40 |
- | 26.37% | -1.95% | 19.91% | 27.13% | 58.91% | |
| DJ Euro Stoxx 50 |
- | % | -1.66% | 17.39% | 9.64% | 34.54% | |
Actions Europe |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Europe Small Cap A Eur C | 3 | 110.47 | 26.05% | 2.51% | 20.81% | 56.85% | 198.81% |
| MANDARINE UNIQUE SM&MD CAP EU R (PEA) | 4 | 1523.80 | 30.67% | 2.58% | 24.19% | 49.59% | % |
| ODDO BHF AVENIR EUROPE CR-EUR (PEA) | 5 | 651.02 | 29.61% | 2.88% | 24.58% | 67.14% | 190.97% |
| Edmond de Rothschild Europe Midcaps C | 1 | 462.89 | 22.45% | 1.17% | 16.46% | 29.37% | 115.08% |
| Lazard Objectif Small Caps Euro A A/I | 1 | 759.35 | 17.24% | 1.64% | 10.86% | 41.87% | 135.34% |
| ODDO ACTIVE SLLER COMPANIES CR | 2 | 198.93 | 36.53% | 3.16% | 31.45% | 67.07% | % |
| AB SICAV I EUROZONE A EURO (PEA) | 4 | 29.43 | 21.01% | 2.83% | 17.81% | 44.05% | % |
| AXA Europe Actions D | 3 | 107.19 | 29.52% | 2.45% | 27.01% | 21.23% | 103.59% |
| FF EUROPEAN GROWTH E ACC EUR C | 3 | 40.86 | 22.91% | -0.20% | 15.62% | 22.56% | 97.58% |
| DWS Invest European Equities NC | 2 | 180.21 | 29.72% | 1.34% | 20.28% | 21.10% | 81.13% |
| Oddo Génération CR Eur | 1 | 880.65 | 20.98% | 0.75% | 15.21% | 28.02% | 122.80% |
| COMGEST Renaissance Europe C | 5 | 188.95 | 33.55% | 4.55% | 32.37% | 54.46% | 209.97% |
| ECHIQUIER MAJOR GROWTH EUROPE (PEA) | 5 | 306.42 | 39.98% | 4.28% | 38.67% | 40.12% | 148.76% |
| MFS MF EUROPEAN RESEARCH FD A1 (PEA) | 5 | 42.84 | 29.50% | 2.07% | 25.48% | 38.60% | 152.30% |
| MSCI Europe | - | -10.94% | % | % | % | % | |
Actions Internationales |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AXA Rosenberg International | 2 | 240.71 | 25.33% | 3.24% | 20.55% | 38.84% | 171.71% |
| AXA Sélection Stars A | 2 | 145.61 | 25.29% | 3.20% | 22.42% | 23.30% | 87.42% |
| AWF FRAMLINGTON GBL SMALL CAP F C | 4 | 232.64 | 21.09% | 4.64% | 18.06% | 56.88% | |
| PICTET GLOBAL MEGATREND SELECT P | 5 | 281.49 | 30.62% | 2.41% | 24.26% | 48.75% | 203.07% |
| FRANKLIN MUT BEACON A EUR CAP | 2 | 80.82 | 24.44% | 0.85% | 17.69% | 27.54% | 171.76% |
| M&G LUX GLOBAL DIVIDEND A EUR | 2 | 11.05 | 27.07% | 1.07% | 16.92% | 37.93% | 170.80% |
| COMGEST MONDE C | 5 | 2369.28 | 23.30% | 4.19% | 26.05% | 66.98% | 217.73% |
| HSBC ACTIONS MONDE C1 EUR (PEA) | 3 | 17.87 | 23.07% | 1.82% | 18.74% | 38.85% | 125.63% |
| NORDEN | 1 | 207.14 | 17.02% | 2.38% | 12.33% | 21.10% | 118.99% |
| CPR Global Silver Age - P | 2 | 1430.88 | 23.83% | 2.25% | 19.58% | 31.69% |
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| CPR Invest Global Disruptive | 4 | 1510.43 | 37.54% | 6.95% | 34.22% | ||
| MSCI World | -4.81% | % |
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Actions US |
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| AXA Rosenberg US Equity Alpha Fund C | 2 | 24.54 | 30.35% | 4.07% | 26.49% | 53.57% | 281.06% |
| AB US THEMATIC RESEARCH PTF | 5 | 25.76 | 35.93% | 5.57% | 33.06% | 87.76% | 335.14% |
| EDGE L SEL US SEL GWTH EUR A | 5 | 437.07 | 35.47% | 6.04% | 33.03% | 111.62% | 459.84% |
| JPMF US SELECT EQUITY A (C) EUR | 3 | 242.43 | 33.21% | 3.38% | 27.41% | 66.68% | 289.32% |
| CM-CIC INDICIEL AMERIQUE 500 (PEA) | 4 | 464.35 | 26.65% | 1.92% | 22.89% | 53.66% | 190.58% |
| Legg Mason RY US Smlr Coms A Acc $ Small Cap |
1 | 186.23 USD | 29.99% | 2.01% | 22.30% | 40.17% | 178.64% |
| DOW Jones industrial average | % | -0.01% | 16.34% | 65.99% | 181.96% | ||
| Actions Asie | |||||||
| Templeton Asian Growth (Action Asie hors Japon) | 1 | 35.06 | 24.59% | 2.51% | 18.29% | 8.71% | 83.95% |
| JPM Japan Select Equity A (acc)-JPY | 4 | 12922JPY* | 20.97% | 0.76% | 14.47% | 36.68% | 98.63% |
Actions sectorielles |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| Immobilier | |||||||
| AXA Aedificandi D | 4 | 430.71 | 23.45% | 3.49% | 19.53% | 45.99% | 168.37% |
| AXA WF Framlington Global Real Estate Securities C | 3 | 185.71 | 25.65% | 4.48% | 22.85% | 29.87% | 207.87% |
| AXA Selectiv immo | 48.26** | 6.03% | % | 6.03% | 23.13% | - | |
| AXA Selectiv immoservice | 114.21** | 4.41% | % | 4.41% | |||
| Energie Matières Premières | |||||||
| AXA Or et Matière Premières D | 5 | 32.62 | 23.85% | -0.40% | 19.29% | 32.96% | 14.14% |
| BGF New Energy A2 | 5 |
9.77 |
32.59% | 2.63% | 27.55% | 43.68% | 64.76% |
| BGF World Gold A2 | 1 | 30.76 | 37.07% | 2.70% | 36.89% | 22.55% | -6.28% |
| Marchés émergents | |||||||
| JPM Emg Mkts Eq | 5 | 22.18 | 32.64% | -0.22% | 22.27% | 42.09% | 105.94% |
| JPMORGAN EM MK EQ FD A USD | 5 | 41.06 | 32.64% | -0.17% | 21.85% | 41.15% | 106.15% |
| FF EMERG MKTS FD A USD CAP | 5 | 20.12 | 30.56% | 0.15% | 20.66% | 27.44% | 128.68% |
| MAGELLAN C | 2 | 25.81 | 17.67% | 3.61% | 13.95% | 17.37% | 84.16% |
| AXA WF Frm Emerg Mkts | 4 | 146.73 | 25.24% | 3.26% | 23.26% | 29.20% | 72.36% |
| Santé Biotech | |||||||
| AB INTERNATIONAL HEALTH CARE USD | 5 | 391.50 USD | 22.39% | 2.90% | 19.15% | 58.35% | 261.66% |
| EDR FD GLOBAL HEALTHCARE A EUR | 1 | 1161.03 | 25.91% | 2.56% | 21.79% | 23.08% | 230.09% |
| PICTET-BIOTECH-HP EUR | 3 | 512.24 | 26.67% | -3.79% | 8.01% | -5.00% | 133.02% |
| Techno | |||||||
| JPM US TECHNOLOGY A CAP EUR | 5 | 425.89 | 43.94% | 7.15% | 38.29% | 169.38% | |
| Luxe | |||||||
| Pictet Premium Brands | 5 | 185.17 | 32.00% | 0.39% | 27.87% | 29.11% | 182.23% |
| Investissement socialement responsable | |||||||
| AXA Euro Valeurs responsables D ISR | 4 | 45.87 | 25.07% | 1.26% | 22.61% | 32.78% | 89.31% |
| AMUNDI Actions Europe ISR P (PEA) | 3 | 221.73 | 25.21% | 1.55% | 20.90% | 24.89% | 102.65% |
| AXA WF Framlington Human Capital C | 1 | 149.81 | 21.04% | 1.79% | 15.77% | 20.38% | 103.63% |
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 | 91.37 | 15.20% | 1.57% | 13.19% | 18.08% | 112.93% |
| Allocation mixte internationale | |||||||
| Carmignac Patrimoine A sur AMADEO | 1 | 653.63 | 10.55% | 2.58% | 12.77% | -1.97% | 33.92% |
| CPR CROISSANCE REACTIVE P | 2 | 477.53 | 6.48% | 0.72% | 5.48% | 1.31% | 72.06% |
| Schroder ISF Global Multi Asset Income | 1 | 119.07 | 8.85% | 0.60% | 6.68% | 1.42% | |
| AXA Stratégie Retraite | 4 | 140.36 | 19.77% | 0.57% | 16.57% | 19.42% | 68.10% |
| Mandarine Reflex R (europe) |
1 | 660.35 | -1.66% | 0.64% | - 1.33% | -5.29% | 17.79% |
| Allocation dominante taux internationale | |||||||
| Carmignac Emerging Patrimoine A sur AMADEO | 1 | 125.72 | 18.56% | 2.85% | 17.30% | 11.94% | - |
| M&G LUX Optimal Income A |
5 | 10.48 | 6.81% | -0.05% | 5.06% | 11.30% | 61.80% |
| DNCA Eurose C (europe) |
3 | 388.46 | 7.85% | 0.25% | 6.78% | 8.71% | 46.08% |
| Fonds flexibles | |||||||
| AXA Optimal income (europe) | 4 | 151.85 | 12.08% | 0.63% | 10.31% | 15.55% | 50.90% |
| AXA WF GLOBAL OPTIMAL INCOME A C | 4 | 198.37 | 11.72% | 0.71% | 9.87% | 15.43% | 52.69% |
| AXA PM PRIVILEGE PATRIMOINE (prudent) | 5 | 113.36 | 7.55% | 1.16% | 7.75% | 5.07% | |
| AXA Selectiv'revenus | 4 | 87.16 | 9.87% | 0.82% | 7.85% | 6.28% | |
| AXA Selection Carmignac convictions (inter) |
1 | 111.98 | 10.54 % | 2.70% | 11.65% | -0.39% | |
| AXA Selection AB Dynamic Diversified | 4 | 162.89 | 14.64% | 2.26% | 13.46% | 17.53% | |
| DORVAL CONVICTIONS PEA P | 1 | 230.41 | 0.68% | 1.74% | - 0.57% | 13.18% | 49.98% |
| R Valor | 3 | 2130.80 | 28.18% | 0.57% | 19.46% | 39.96% | 159.66% |
| ROUVIER Valeurs C | 5 | 148.15 | 25.59% | 0.75% | 21.03% | 39.70% | 88.94% |
| SEXTANT GRAND LARGE | 4 | 449.97 | 4.62% | -0.51% | 3.19% | 28.78% | 121.21% |
| Fidelity Patrimoine | 2 | 12.56 | 6.24% | -1.57 | 1.87% | 2.36% | 35.39% |
| Varenne Valeur A (PEA) | 5 | 329.69 | 10.56% | 1.93% | 7.72% | 25.17% | 117.86% |
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 | 146.45 | 4.03% | - 0.11% | 2.26% | 5.31% | 30.56% |
Obligations Monde |
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| TEMPLETON GB TOT RET N USD CAP | 1 | 26.73 | 1.02% | 1.50% | - 1.15% | -0.82% | 70.94% |
| AXA WF US Hight Yield Bonds A C | 4 | 202.53 | 8.28% | 0.00% | 5.16% | 12.85% | 63.20% |
| AB FCP I GBL HY A2 EUR ACC H | 2 | 24.56 | 10.13% | 0.41% | 7.44% | 13.02% | 58.45% |
| AXA IM Emg Mkt Short Duration | 2 | 112.40 | 5.56% | 0.77% | 4.75% | 10.90% | - |
Obligations en euro
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| LA FRANÇAISE SUB DEBT C | 5 | 2300.43 | 15.34% | 1.23% | 14.26% | 26.85% | 64.24% |
AGIPI |
Valeur en € | 2019 | Sur 2020 | Sur 1 an | Sur 5 ans | Sur 10 ans | |
| AGIPI ACTIONS MONDE | 4 | 39.50 | 33.13% | 4.58% | 30.45% | 51.06% | 153.26% |
| AGIPI ACTIONS EUROPE | 3 | 20.85 | 27.39% | 1.66% | 23.74% | 22.44% | 76.61% |
| AGIPI AMBITION | 3 | 32.02 | 13.37% | 0.95% | 11.80% | 16.18% | 65.74% |
| AGIPI CONVICTIONS | 4 | 112.69 | 8.66% | 0.38% | 6.99% | 8.42% | - |
| AGIPI INNOVATION | 12.18 | % | 1.78% | 1.69% | 18.45% | 49.15% | |
| AGIPI OBLIGATIONS INFLATION | 4 | 18.16 | 1.91% | -0.06% | 1.40% | 3.51% | 11.20% |
| AGIPI OBLIGATIONS MONDE | 4 | 105.82 | 5.74% | 0.62% | 5.45% | ||
| AGIPI ACTIONS Emergents | 3 | 120.24 | 22.24% | 2.14% | 17.64% | 18.90% | - |
| AGIPI GRANDES TENDANCES (Energie) | 4 | 77.76 | 29.79% | 4.43% | 27.73% | 31.24% | 14.10% |
| AGIPI REGIONS | 101.75 | 16.08% | -0.25% | 10.01% | |||
| AGIPI REVENUS Diversifié | 3 | 86.97 | 9.46% | 0.72% | 7.45% | ||
| AGIPI Monde Durable | 3 | 130.16 | 28.09% | 3.34% | 25.54% | 47.20% | 161.62% |
| AGIPI Immobilier | 4 | 137.40 | 14.83% | 3.00% | 13.71% | 14.29% | - |
| *valorisation au | |||||||
| source QUANTALYS | |||||||
| **valorisation au 31/12/2019 | |||||||
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.