AXA PENSION - LONG TERME part I FR0010928473
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.3 | - | - |
4 sem. | +3.2 | - | - |
52 sem. | +15.5 | +15.6 | +9.7 |
1 mois | +3.1 | - | - |
3 mois | +5.9 | - | - |
6 mois | +11.5 | - | - |
1 an | +15.9 | +15.9 | +9.7 |
3 ans | +11.5 | +3.7 | +11.6 |
5 ans | +34.4 | +6.1 | +14.8 |
10 ans | +75.5 | +5.8 | +12.7 |
Max | +79.2 | +5.8 | +12.6 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +5.4 | +1.1 | +2.2 | +2 | - | - | - | - | - | - | - | - | - |
2023 | +12.1 | +5.4 | -0.8 | +0.8 | +1 | -1.3 | +2.4 | +2 | -2.3 | -3.4 | -3 | +7.1 | +4.2 |
2022 | -16.2 | -4.5 | -3.4 | +1.1 | -3.6 | -1 | -7.5 | +7.3 | -4 | -7 | +5.3 | +5.3 | -4.2 |
2021 | +15.8 | -0.2 | +1 | +3.3 | +2.4 | +1.5 | +0.9 | +1.3 | +2.6 | -3.1 | +3.6 | -2.2 | +3.8 |
2020 | +7.8 | -0.7 | -6.5 | -14.5 | +7.2 | +4.1 | +2.9 | +2.3 | +4 | -0.8 | -2.5 | +10.5 | +4 |
2019 | +19.7 | +5.7 | +2.5 | +1.6 | +2.6 | -4 | +3.9 | +0.6 | -0.9 | +1.7 | +0.7 | +2.1 | +2 |
2018 | -10.4 | +2.2 | -3.1 | -1.4 | +2.5 | -0.2 | -0.2 | +1.9 | -0.8 | -0.1 | -5.6 | -0.1 | -5.7 |
2017 | +11.5 | -0.1 | +2.4 | +1.9 | +1.7 | +1.6 | -1.4 | +1 | +0.1 | +2.1 | +1.9 | -0.6 | +0.5 |
2016 | +5.2 | -4.6 | -1.2 | +3 | +0.8 | +1.6 | -1.6 | +3.2 | +0.8 | +0.2 | -0.5 | -0.1 | +3.9 |
2015 | +4.9 | +3.7 | +5.1 | +1.5 | +0.2 | +0.4 | -3.4 | +2.2 | -5.5 | -2.9 | +5.9 | +1.3 | -2.9 |
2014 | - | -1.5 | +3.9 | +0.2 | +1 | +2.1 | +0.6 | -1.1 | +2.1 | -0.3 | -0.6 | +2.4 | -1.2 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 20/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 126.7 M€ | -0.2 / +2.7 | +2.5 / +8.9 | +12.1 / +4.9 | +17.6 / +11.7 | +2.3 / +6.4 |
FR0010928473 | 115.1 M€ | +0.4 / +2.4 | +2 / +8.1 | +11 / +4.4 | +15.6 / +10.7 | +2.3 / +5.8 |
FR0010933721 | 11.6 M€ | -0.5 / +0.3 | +0.5 / +0.8 | +1.1 / +0.4 | +2 / +1 | -0.1 / +0.6 |
Détails
SRI |
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Devise | EUR | |||||||
Durée de placement | 20 ans | |||||||
Article SFDR | - | |||||||
Fréquence de VL | Hebdomadaire | |||||||
Investisseur: Type |
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Investisseur: Connaissances |
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Investisseur: Objectives |
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Frais
Droits d'entrée | 4.5% |
---|---|
Droits de sortie | 0% |
Frais de gestion | 1.22% |
Coûts de transaction | 0.6538999999999999% |
Frais de surperformance | 0% |
Acteurs
Société de gestion | AXA IM Paris |
---|---|
LEI Société de gestion | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0010933721 | AXA PENSION - LONG TERME part R | 155.92 € | +2 | +5.2 | +15.1 | +9.2 | +29.7 | ||
FR0010928473 | AXA PENSION - LONG TERME part I | 213.08 € | +2 | +5.4 | +15.9 | +11.5 | +34.4 |
VL 3/24 2024 1 an 3 ans 5 ans 155.92 € +2 +5.2 +15.1 +9.2 +29.7 213.08 € +2 +5.4 +15.9 +11.5 +34.4