CDM OBLIG PLUS

Short-term bond fund managed by WAFA GESTION, benchmarked against MBI CT.

Classification
Short-term bond
AuM
3.2 bn MAD
Holdings
66
Fund vs its benchmark

CDM OBLIG PLUS vs MBI CT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.4%+1.3%+0.1 pts
1 year+2.4%+2.3%+0.2 pts
3 years+10.2%+8.8%+1.5 pts
5 years+14.4%+12.8%+1.6 pts

As of July 10, 2026, CDM OBLIG PLUS posts +1.4% year to date, versus +1.3% for its benchmark MBI CT, an outperformance of 0.1 points. Over three years, the fund shows +10.2% versus +8.8% for the index. The fund represents 38 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 66-holding breakdown is for subscribers.

Top 5 holdings
Liquidité
10.6%
IAM 2Y @2.37% - 2027
7.7%
Liquidité
5.8%
FT Corporate Synthetic Fund 2Y @2.89% - 2027
5.4%
ATW @5.17% - Perp
5.1%
Full inventory for subscribers
Top 5 sectors
Financials
52.2%
Cash & Equivalents
16.4%
Government
16.2%
Communication Services
7.8%
Industrials
2.1%
More sectors for subscribers

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

Fees

CDM OBLIG PLUS 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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For subscribers
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Ranking

CDM OBLIG PLUS 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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Short-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

CDM OBLIG PLUS's weight

Fund assets relative to total market assets.

Total fund market
38 bps
0.4% of the fund market
Short-term bond class
2.2%
i.e. 219 bps of the short-term bond class
Similar funds

Funds comparable to CDM OBLIG PLUS

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

FAQ

Frequently asked questions about CDM OBLIG PLUS

What is the benchmark index of CDM OBLIG PLUS?
The benchmark index of CDM OBLIG PLUS is the MBI CT.
What is the performance of CDM OBLIG PLUS in 2026?
As of July 10, 2026, CDM OBLIG PLUS is showing a +1.4% performance since the start of 2026.
Who manages CDM OBLIG PLUS?
CDM OBLIG PLUS is a fund in the Short-term bond category, managed by WAFA GESTION.
What are the fees of CDM OBLIG PLUS?
Management, subscription and redemption fees for CDM OBLIG PLUS 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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