AXA PÉRENNITÉ
Diversified fund managed by CFG GESTION, benchmarked against 60% MBI + 40% MASI RENTABILITE BRUT.
Managed by CFG Gestion: see its asset manager page
AXA PÉRENNITÉ vs 60% MBI + 40% MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −0.5% | +3.0% | −3.4 pts |
| 1 year | −8.0% | −0.4% | −7.6 pts |
| 3 years | +4.9% | +38.4% | −33.5 pts |
| 5 years | −11.7% | - | — |
As of August 21, 2026, AXA PÉRENNITÉ posts −0.5% year to date, versus +3.0% for its benchmark 60% MBI + 40% MASI RENTABILITE BRUT, an underperformance of 3.4 points. Over three years, the fund shows +4.9% versus +38.4% for the index. The fund represents 3 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 4-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
AXA PÉRENNITÉ fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
AXA PÉRENNITÉ ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
AXA PÉRENNITÉ's weight
Fund assets relative to total market assets.
Funds comparable to AXA PÉRENNITÉ
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about AXA PÉRENNITÉ
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Data updated automatically · last update: August 21, 2026
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