AXA-AVENIR
Diversified fund managed by CDG CAPITAL GESTION, benchmarked against 80% MBI GLOBAL + 25% MASI RENTABILITE NET.
Managed by CDG Capital Gestion: see its asset manager page
AXA-AVENIR vs 80% MBI GLOBAL + 25% MASI RENTABILITE NET
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −4.5% | +2.0% | −6.5 pts |
| 1 year | −8.8% | −0.2% | −8.6 pts |
| 3 years | +15.6% | +30.8% | −15.2 pts |
| 5 years | +1.6% | - | — |
As of August 21, 2026, AXA-AVENIR posts −4.5% year to date, versus +2.0% for its benchmark 80% MBI GLOBAL + 25% MASI RENTABILITE NET, an underperformance of 6.5 points. Over three years, the fund shows +15.6% versus +30.8% for the index. The fund represents 9 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of August 21, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of March 31, 2025 (latest published inventory). The full 64-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
AXA-AVENIR fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
AXA-AVENIR ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
AXA-AVENIR's weight
Fund assets relative to total market assets.
Funds comparable to AXA-AVENIR
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about AXA-AVENIR
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Data updated automatically · last update: August 21, 2026
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