Investment associations with their historical and symbolic contracts occupy a special place in life insurance. Let's find out which of them were awarded in 2021 by the editors of Le Revenu.
In the French financial market, some companies have been successful for more than 40 years, working with thousands and even hundreds of thousands of clients.
The main advantages of these contracts are low management fees, providing excellent returns, and a range of affordable and well-designed funds.
This year, the editors of Le Revenu present four of the best associations and their main investment contracts: find out about them below, as well as the funds according to your profile (Prudent or Equilibré).
These contracts are showing the best returns in 2021, with up to 16% returns over two years for the Equilibré investor profile and almost 10% for Prudent.
First place
The contract of CLER Agipi is the insurer of Axa France Vie.
Historical Agipi contract (600,000 clients). The return on average for a fund in euros, endowed with solid reserves, for 2020 is + 1.3%. The Euro Croissance Fund provided +3.1%.
The association invests in responsible funds and also offers trust management. High profitability and guarantee of payment of your investments to heirs in the event of the client’s death.
CLER AGIPI investment contract portfolio
| Prudent | Equilibre | Dynamique | Offensive | |
|---|---|---|---|---|
| Profitability 2019-2020 | 9.70% | 16.50% | 26,38% | 37,21 |
| Funds in which your portfolio is invested | Share of the fund in the portfolio | Share of the fund in the portfolio | Share of the fund in the portfolio | Share of the fund in the portfolio |
| Funds € | 80% | 60% | 30% | 0 |
| AGIPI Emerging Markets Equity Fund | 5% | 10% | 7 | 10 |
| AGIPI European Equity Fund | 5% | 10% | 21 | 30 |
| AGIPI All World Shares Fund | 5% | 10% | 21 | 30 |
| AGIPI Sustainable Development Equity Fund | 5% | 10% | 21 | 30 |
Key figures for the CLER Agipi contract:
- Date of creation: 1985;
- Number of clients - 246,151;
- Balance - 13 billion euros;
- The minimum down payment amount is 1 thousand euros.
Read the continuation at the link to the source https://www.lerevenu.com/placements/assurance-vie/assurance-vie-les-4-meilleurs-contrats-2021-des-associations
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