Ofi Invest Asset Management SA
Ofi Invest Asset Management est une société du groupe Ofi Invest, unique pôle de gestion d'actifs et 4ème marque d'Aéma Groupe aux côtés de Macif, Abeille Assurances, A SIO mutuelle. Le total des actifs consolidés, gérés par la nouvelle marque Ofi Invest Asset Management, représentait 163,5 milliards d'euros d'actifs à fin juin 2023, pour le compte d'une clientèle institutionnelle, professionnelle, épargnants, française et internationale. Très attachée à ses convictions d'investisseur responsable et engagé, Ofi Invest Asset Management propose un large choix de stratégies d'investissement responsable sur l'ensemble des classes d'actifs cotées afin de permettre à ses clients, à travers leurs investissements, de financer le développement d'une économie vertueuse source d'opportunités et de performance. En assemblant les expertises des sociétés de gestion du groupe Ofi Invest, Ofi Invest Asset Management donne accès à une offre riche de solutions d'investissement dans le coté et le non coté, une expérience historique en gestion sur-mesure, et des services adaptés aux différentes typologies d'investisseurs, ce qui fait de ce nouvel acteur un partenaire de premier choix pour la gestion de vos actifs.
Les autres fonds de Ofi Invest Asset Management SA
(*) VL : valeur liquidative, c'est le dernier cours du fonds
| Nom du fonds | Catégorie | Dernière VL * | Var. 1er janvier | Var. 1 an | Var. 3 ans | Var. 5 ans |
|---|---|---|---|---|---|---|
| OFI INVEST OFI INVEST EUROPEAN CONVERTIBLE | Convertibles Europe | 89.83 | 10.26% | 9.84% | 30.11% | 13.81% |
| OFI INVEST VALEURS FRANCAISES | Actions France | 96.50 | 12.38% | 11.10% | 38.19% | 67.94% |
| OFI INVEST OBLIREA EURO | Obligations Mixtes Long Terme | 94.54 | 1.08% | -0.64% | 7.39% | -14.61% |
| OFI INVEST CONVERTIBLES MONDE C | Convertibles Monde | 53.74 | 11.24% | 11.42% | 24.14% | 15.50% |
| OFI INVEST ACTIONS IMMO EURO A | Actions Zone Euro Immobilier | 256.22 | 12.99% | -2.07% | 28.78% | 4.51% |
| OFI INVEST OBLIG INTERNATIONAL C/D | Obligations Flexibles | 116.95 | 4.57% | 4.63% | 25.29% | 5.52% |
| OFI INVEST RENDEMENT EUROPE | Obligations Mixtes Long Terme | 38.22 | 1.11% | -1.34% | 6.96% | -17.52% |
| OFI INVEST DIVERSIFIE | Mixtes Mondial Equilibre | 349.88 | 4.69% | 3.55% | 21.38% | 16.23% |
| OFI INVEST ACTIONS BRITANNIA (C) | Actions Royaume Uni | 750.93 | 13.19% | 13.87% | 53.09% | 91.61% |
| MEDI-ACTIONS C/D | Actions Zone Euro | 436.16 | 15.88% | 17.27% | 60.88% | 88.85% |
| OFI INVEST PATRIMOINE | Mixtes Mondial Flexible | 92.65 | 6.07% | 4.45% | 33.19% | 23.31% |
| MEDI-CONVERTIBLES C/D | Convertibles Europe | 324.15 | 13.08% | 13.02% | 31.01% | 16.35% |
| AFER-SFER | Mixtes Mondial Equilibre | 84.29 | 9.82% | 8.72% | 33.23% | 43.44% |
| OFI INVEST ACTIONS PME-ETI C | Actions France | 175.93 | 9.59% | 8.94% | -3.88% | 15.18% |
| OFI INVEST ACTIONS PME-ETI D | Actions France | 157.18 | 9.59% | 8.95% | -3.88% | 15.18% |
| OFI INVEST ACTIONS SOLIDAIRE FRANCE C/D | Actions France | 412.47 | 13.71% | 13.59% | 39.65% | 66.34% |
| MAIF ACTIONS TRANSITION SOCIALE R | Actions Europe | 649.40 | 7.34% | 2.67% | 45.04% | 49.27% |
| OFI INVEST OFI INVEST ESG EURO INVESTMENT | Obligations Entreprises EUR | 6471.53 | 3.56% | 4.23% | 21.94% | 1.64% |
| OFI INVEST ESG PRUDENT EURO PART XL | Mixtes Mondial Défensif | 180.08 | 5.11% | 4.70% | 21.82% | 8.20% |
| OFI INVEST ESG DYNAMIQUE EURO XL | Mixtes Mondial Dynamique | 220.68 | 8.60% | 7.74% | 39.68% | 30.03% |
| OFI INVEST ESG EQUILIBRE EURO XL | Mixtes Mondial Equilibre | 205.05 | 6.18% | 5.58% | 29.41% | 16.23% |
| OFI INVEST OFI INVEST ESG EURO CREDIT SHOR | Obligations Mixtes Court Terme | 118.82 | 2.70% | 3.38% | 12.14% | 8.21% |
| OFI INVEST ISR MONETAIRE CT C | Monétaires | 2422.63 | 1.94% | 2.61% | 9.74% | 8.67% |
| OFI INVEST MULTIGESTION | Mixtes Europe Flexible | 57.78 | 11.20% | 9.79% | 44.99% | 45.84% |
| OFI INVEST ACTIONS AMERIQUE I | Actions Etats Unis | 793.96 | -1.22% | 1.23% | 50.77% | 78.02% |
| OFI INVEST EQUILIBRE MONDE OPPORTUNITES C | Mixtes Mondial Défensif | 175.75 | 5.80% | 5.95% | 30.19% | 24.18% |
| OFI INVEST ISR PATRIMOINE MONDE OPPORTUNIT | Mixtes Mondial Défensif | 98.53 | 1.23% | 0.50% | 9.14% | 3.23% |
| OFI INVEST DYNAMIQUE MONDE OPPORTUNITES C | Mixtes Mondial Dynamique | 226.31 | 7.87% | 8.49% | 44.29% | 52.28% |
| OFI INVEST ACTIONS EURO A | Actions Zone Euro | 198.73 | 18.96% | 17.24% | 71.04% | 82.37% |
| AFER ACTIONS EURO ESG A | Actions Zone Euro | 242.84 | 19.71% | 18.16% | 76.12% | 89.89% |
| AFER-FLORE | Actions France | 190.23 | 37.59% | 37.77% | 23.16% | 36.67% |
| OFI INVEST ACTIONS CROISSANCE | Mixtes Mondial Dynamique | 43.96 | 12.03% | 10.76% | 41.40% | 52.59% |
| OFI INVEST CREDIT EUROPE ID | Obligations d'Entreprises Long Terme | 690.76 | 3.65% | 2.87% | 19.80% | 1.24% |
| OFI INVEST DYNAMIQUE MONDE | Mixtes Mondial Flexible | 278.45 | 7.88% | 8.50% | 44.36% | 52.52% |
| OFI INVEST ISR PATRIMOINE MONDE | Mixtes Mondial Défensif | 161.43 | 1.24% | 0.50% | 9.11% | 3.28% |
| UFF OBLIGATIONS 5-7 M | Obligations Mixtes Long Terme | 1150.19 | 1.63% | 3.23% | 23.72% | 6.01% |
| UFF OBLIGATIONS 5-7 C | Obligations Mixtes Long Terme | 2784.41 | 2.91% | 4.86% | 30.14% | 16.16% |
| OFI INVEST ESG MING R | Actions Chine | 465.07 | 14.00% | 17.17% | 20.06% | -8.16% |
| OFI INVEST ESG SIGNATURES EUROPE | Obligations d'Entreprises Moyen Terme | 745.65 | 3.23% | 2.81% | 18.37% | -0.05% |
| UFF OBLIGATIONS 5-7 A C | Obligations Flexibles | 176.44 | 3.16% | 5.12% | 30.96% | 17.52% |
| OFI INVEST ISR VALEURS EUROPE I | Actions Europe | 36898.08 | 16.06% | 11.43% | 50.80% | 59.79% |
| OFI INVEST CREDIT EUROPE IC | Obligations d'Entreprises Long Terme | 1541.79 | 3.65% | 4.43% | 21.92% | 3.04% |
| OFI INVEST FRANCE OPPORTUNITES C | Actions France | 431.71 | 5.21% | 3.18% | 22.46% | 20.24% |
| UFF RENDEMENT DIVERSIFIE A D | Mixtes Mondial Défensif | 107.23 | 3.87% | 3.67% | 21.08% | 4.16% |
| UFF GLOBAL ALLOCATION A C | Mixtes Europe Flexible | 172.96 | 6.05% | 6.12% | 33.59% | 31.45% |
| OFI INVEST ACTIONS FRANCE | Actions France Grandes Capitalisations | 1046.08 | 12.16% | 9.09% | 35.51% | 60.32% |
| OFI INVEST INTEROBLIG | Obligations Flexibles | 464.29 | 3.98% | 1.98% | 20.46% | 1.21% |
| OFI INVEST CONVERTIBLE EUROPE IC | Convertibles Zone Euro | 372.47 | 10.23% | 9.81% | 29.54% | 13.20% |
| AFER PATRIMOINE | Mixtes Europe Flexible | 594.70 | 2.30% | 2.33% | 12.97% | 7.53% |
| AFER ACTIONS MONDE | Actions Monde | 1841.55 | 4.04% | 6.72% | 52.23% | 73.01% |
| EGAMO MULTI ACTION EURO X | Actions Zone Euro | 288.62 | 15.67% | 12.48% | 57.58% | 62.94% |
| OFI INVEST ESG MULTITRACK R | Mixtes Mondial Dynamique | 194.46 | 7.68% | 6.19% | 29.57% | 20.22% |
| OFI INVEST EURO HIGH YIELD IC | Obligations Haut Rendement Moyen Terme | 132.35 | 3.91% | 5.63% | 35.12% | 22.72% |
| OFI INVEST ESG ALPHA YIELD I | Obligations Flexibles | 1705613.11 | 4.22% | 6.38% | 36.33% | 24.10% |
| OFI INVEST ISR MONETAIRE CT N | Monétaires | 3364.43 | 1.95% | 2.62% | 9.81% | 8.70% |
| OFI INVEST ISR CROISSANCE DURABLE A | Mixtes Mondial Equilibre | 2693.93 | 5.40% | 3.82% | 25.33% | 7.11% |
| OFI INVEST ISR SMALL & MID CAPS EURO A | Mixtes Europe Dynamique | 2319.17 | 17.77% | 16.03% | 52.10% | 55.62% |
| AFER DIVERSIFIE DURABLE ISR | Mixtes Europe Equilibre | 909.42 | 7.64% | 6.50% | 31.80% | 23.99% |
| OFI INVEST ESG ACTIONS SOLIDAIRE EURO OFI | Actions Zone Euro | 409.67 | 13.58% | 11.56% | 54.58% | 53.77% |
| OFI INVEST ISR CREDIT BONDS EURO I | Obligations Mixtes Moyen Terme | 1478.54 | 3.62% | 4.36% | 20.32% | 1.38% |
| OFI INVEST ESG EQUITY CLIMATE FOCUS LFM | Actions Europe Environnement | 139.21 | 6.43% | 1.50% | 31.49% | 19.15% |
| OFI INVEST PRECIOUS METALS R | Matières Premières | 1297.05 | 71.21% | 59.91% | 85.13% | 52.47% |
| AFER ACTIONS AMERIQUE | Actions Etats Unis Grandes Capitalisations | 321.35 | 10.22% | 8.45% | 72.17% | 62.87% |
| AFER MARCHES EMERGENTS | Mixtes Emergents | 165.73 | 9.44% | 9.30% | 33.92% | 31.69% |
| OFI INVEST ESG DYNAMIQUE EURO OFI PROFIL D | Mixtes Mondial Dynamique | 132.67 | 7.91% | 6.88% | 36.37% | 24.94% |
| OFI INVEST ESG EQUILIBRE EURO OFI PROFIL E | Mixtes Mondial Equilibre | 121.03 | 5.50% | 4.73% | 26.32% | 11.66% |
| EGAMO MARCHE MONETAIRE S | Monétaires | 109.50 | 1.92% | 2.62% | 10.03% | 9.51% |
| OFI INVEST HIGH YIELD 2027 AFER HIGH YIELD | Obligations à échéance | 113.58 | 3.01% | 4.06% | - | - |
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