CDG MONETAIRE PLUS

Short-term bond fund managed by CDG CAPITAL GESTION, benchmarked against 85% MBI CT + 15% MBI MT.

Classification
Short-term bond
AuM
2.8 bn MAD
Holdings
38
Fund vs its benchmark

CDG MONETAIRE PLUS vs 85% MBI CT + 15% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.7%+1.3%+0.4 pts
1 year+3.1%+2.2%+0.9 pts
3 years+11.5%+9.3%+2.2 pts
5 years+14.9%+12.9%+2.0 pts

As of July 10, 2026, CDG MONETAIRE PLUS posts +1.7% year to date, versus +1.3% for its benchmark 85% MBI CT + 15% MBI MT, an outperformance of 0.4 points. Over three years, the fund shows +11.5% versus +9.3% for the index. The fund represents 34 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 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 38-holding breakdown is for subscribers.

Top 5 holdings
OBL CMGP Group 7Y @3.60% - 2025
8.4%
FT Auto Mobility 4Y @3.27% - 2029
7.8%
BOA Perp @5.37%
7.5%
Liquidité
6.5%
CIH FLTG 10Y - 2035
6.1%
Full inventory for subscribers
Top 5 sectors
Financials
73.2%
Consumer Staples
13.6%
Cash & Equivalents
6.6%
Energy
5.0%
Materials
0.8%
More sectors for subscribers

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

Fees

CDG MONETAIRE PLUS fees

Management, subscription and redemption fees.

••
••••
••
••••
••
••••
For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

••
••••
••
••••
••
••••
••
••••
••
••••
••
••••
For subscribers
See plans
Ranking

CDG MONETAIRE PLUS ranking

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

Overall ranking
#••
Short-term bond class ranking
#••
vs benchmark ranking
#••
For subscribers
See plans
Market share

CDG MONETAIRE PLUS's weight

Fund assets relative to total market assets.

Total fund market
34 bps
0.3% of the fund market
Short-term bond class
1.9%
i.e. 195 bps of the short-term bond class
Similar funds

Funds comparable to CDG MONETAIRE PLUS

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

FAQ

Frequently asked questions about CDG MONETAIRE PLUS

What is the benchmark index of CDG MONETAIRE PLUS?
The benchmark index of CDG MONETAIRE PLUS is the 85% MBI CT + 15% MBI MT.
What is the performance of CDG MONETAIRE PLUS in 2026?
As of July 10, 2026, CDG MONETAIRE PLUS is showing a +1.7% performance since the start of 2026.
Who manages CDG MONETAIRE PLUS?
CDG MONETAIRE PLUS is a fund in the Short-term bond category, managed by CDG CAPITAL GESTION.
What are the fees of CDG MONETAIRE PLUS?
Management, subscription and redemption fees for CDG MONETAIRE PLUS are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

YunaYuna

Compare CDG MONETAIRE PLUS to 600+ Moroccan funds

Fees, history, full holdings, alerts and comparator, with a Yuna subscription.

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.

Politique d'utilisation