ATLANTA AVENIR

Equity fund managed by CDG CAPITAL GESTION, benchmarked against CFG 25 FLOTTANT.

Classification
Equity
AuM
594.5 M MAD
Holdings
45
Fund vs its benchmark

ATLANTA AVENIR vs CFG 25 FLOTTANT

Comparison at the same NAV date (weekly NAV convention for Moroccan funds).

PeriodFundBenchmarkSpread
2026 (YTD)−12.3%−9.2%−3.2 pts
1 year−16.6%−16.0%−0.6 pts
3 years+27.6%+38.5%−10.8 pts
5 years+14.7%+30.3%−15.6 pts

As of July 10, 2026, ATLANTA AVENIR posts −12.3% year to date, versus −9.2% for its benchmark CFG 25 FLOTTANT, an underperformance of 3.2 points. Over three years, the fund shows +27.6% versus +38.5% for the index. The fund represents 7 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jul 10, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 45-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
13.6%
Sodep-Marsa Maroc
7.5%
TGCC
7.2%
Itissalat AL Maghrib
6.1%
Label VIE
4.8%
Full inventory for subscribers
Top 5 sectors
Financials
34.2%
Industrials
24.5%
Materials
9.2%
Consumer Staples
7.9%
Communication Services
6.1%
More sectors for subscribers

GICS sector classification, computed on the fund's latest published inventory.

Fees

ATLANTA AVENIR fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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Ranking

ATLANTA AVENIR ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

Overall ranking
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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

ATLANTA AVENIR's weight

Fund assets relative to total market assets.

Total fund market
7 bps
0.1% of the fund market
Equity class
79 bps
0.8% of the equity class
Similar funds

Funds comparable to ATLANTA AVENIR

Other Moroccan funds to explore, with their asset manager and assets under management.

FAQ

Frequently asked questions about ATLANTA AVENIR

What is the benchmark index of ATLANTA AVENIR?
The benchmark index of ATLANTA AVENIR is the CFG 25 FLOTTANT.
What is the performance of ATLANTA AVENIR in 2026?
As of July 10, 2026, ATLANTA AVENIR is showing a −12.3% performance since the start of 2026.
Who manages ATLANTA AVENIR?
ATLANTA AVENIR is a fund in the Equity category, managed by CDG CAPITAL GESTION.
What are the fees of ATLANTA AVENIR?
Management, subscription and redemption fees for ATLANTA AVENIR are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

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