AXA PENSION - LONG TERME part R FR0010933721
| Performances | Perf. annualisées | Volatilités | |
|---|---|---|---|
| 1 sem. | -2.2 | - | - |
| 4 sem. | -0.7 | - | - |
| 52 sem. | +6.6 | +6.6 | +11.4 |
| 1 mois | -0.1 | - | - |
| 3 mois | -2.6 | - | - |
| 6 mois | +1.7 | - | - |
| 1 an | +5.3 | +5.3 | +11.4 |
| 3 ans | +11.2 | +3.6 | +12.8 |
| 5 ans | +12.3 | +2.3 | +15 |
| Max | +38.7 | +3.6 | +13 |
| Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +4.2 | +5.4 | -0.9 | +0.8 | +1 | -1.3 | +2.3 | +1.9 | -2.4 | -2.3 | - | - | - |
| 2022 | -16.8 | -4.6 | -3.4 | +1.1 | -3.7 | -1 | -7.5 | +7.2 | -4 | -7.1 | +5.3 | +5.2 | -4.3 |
| 2021 | +14.9 | -0.3 | +0.9 | +3.2 | +2.3 | +1.4 | +0.8 | +1.3 | +2.5 | -3.2 | +3.6 | -2.2 | +3.8 |
| 2020 | +7.1 | -0.8 | -6.6 | -14.5 | +7.1 | +4.1 | +2.9 | +2.2 | +3.9 | -0.9 | -2.5 | +10.5 | +4 |
| 2019 | +18.9 | +5.6 | +2.5 | +1.5 | +2.6 | -4 | +3.8 | +0.5 | -1 | +1.6 | +0.7 | +2 | +2 |
| 2018 | -11.1 | +2.2 | -3.1 | -1.5 | +2.4 | -0.3 | -0.2 | +1.8 | -0.9 | -0.2 | -5.7 | -0.1 | -5.7 |
| 2017 | +10.7 | -0.2 | +2.4 | +1.8 | +1.6 | +1.6 | -1.5 | +1 | +0.1 | +2.1 | +1.8 | -0.7 | +0.5 |
| 2016 | +4.5 | -4.7 | -1.2 | +2.9 | +0.7 | +1.5 | -1.6 | +3.1 | +0.7 | +0.1 | -0.5 | -0.1 | +3.8 |
| 2015 | +4.2 | +3.6 | +5.1 | +1.4 | +0.1 | +0.3 | -3.4 | +2.1 | -5.6 | -3 | +5.8 | +1.2 | -2.9 |
| 2014 | - | - | - | - | - | - | - | - | +2 | -0.4 | -0.7 | +2.3 | -1.2 |
| Investissement Total | Gain/Perte | (Gain/Perte)/Inv | |
|---|---|---|---|
| 1 an | 1200 | +4.4 | +0.4 |
| 3 ans | 3600 | -80.1 | -2.2 |
| 5 ans | 6000 | +304.9 | +5.1 |
| Pour un investissement programmé de 100€ par mois | |||
| Collecte / Effet marché | ||||||
|---|---|---|---|---|---|---|
| Actif au 21/09/2023 | 08/2023 | T2/2023 | S1/2023 | 2022 | YTD | |
| Fonds | 107.6 M€ | +1.5 / -2.6 | +3.1 / +2 | +5.5 / +6.9 | -27.5 / -16 | +14.9 / +4 |
| FR0010928473 | 97.8 M€ | +1.2 / -2.4 | +2.6 / +1.9 | +4.6 / +6.3 | -28.7 / -14.6 | +13.5 / +3.7 |
| FR0010933721 | 9.8 M€ | +0.2 / -0.2 | +0.5 / +0.2 | +0.9 / +0.6 | +1.2 / -1.4 | +1.4 / +0.3 |
Détails
| Structure juridique | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fonds coordonné (UCITS) ? | - | ||||||||
| Fonds Nourricier ? | - | ||||||||
| Fonds à Formule | - | ||||||||
| Classification AMF | - | ||||||||
| Devise | - | ||||||||
| Investisseurs | - | ||||||||
| Min. souscription initiale | - | ||||||||
| Min. souscription ultérieure | - | ||||||||
| Indice de référence | - | ||||||||
| Durée de placement | - | ||||||||
| Fréquence de VL | - | ||||||||
| Affectation du résultat | - | ||||||||
| Eligible au PEA | - | ||||||||
| Eligible au PEA-PME | - | ||||||||
| Eligible Assurance Vie | - | ||||||||
| ISR | - | ||||||||
| SRRI |
|
Frais
| Frais d'entrée max | - | |
|---|---|---|
| Frais de sortie max | - | |
| Frais courants | - |
Acteurs
| Société de gestion | AXA INVESTMENT MANAGERS PARIS | |
|---|---|---|
| Dépositaire | - | |
| CAC | - | |
| Valorisateur | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
| Isin | Catégorie de part | VL | 9/23 | 2023 | 1 an | 3 ans | 5 ans | ||
|---|---|---|---|---|---|---|---|---|---|
| FR0010933721 | AXA PENSION - LONG TERME part R | 138.71 € | -2.3 | +4.2 | +5.3 | +11.2 | +12.3 | ||
| FR0010928473 | AXA PENSION - LONG TERME part I | 188.91 € | -2.3 | +4.7 | +6.1 | +13.6 | +16.3 |
VL 9/23 2023 1 an 3 ans 5 ans 138.71 € -2.3 +4.2 +5.3 +11.2 +12.3 188.91 € -2.3 +4.7 +6.1 +13.6 +16.3
