CFG Opportunités

Diversified fund managed by CFG GESTION, benchmarked against 70% MBI GLOBAL + 30% MASI.

Classification
Diversified
AuM
97.1 M MAD
Holdings
22
Fund vs its benchmark

CFG Opportunités vs 70% MBI GLOBAL + 30% MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)+3.1%−0.5%+3.5 pts
1 year+1.3%−0.8%+2.0 pts
3 years+20.2%+27.8%−7.6 pts
5 years+24.0%+29.6%−5.6 pts

As of July 10, 2026, CFG Opportunités posts +3.1% year to date, versus −0.5% for its benchmark 70% MBI GLOBAL + 30% MASI, an outperformance of 3.5 points. Over three years, the fund shows +20.2% versus +27.8% for the index. The fund represents 1 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 30, 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 22-holding breakdown is for subscribers.

Top 5 holdings
BDT 20Y @5.15% - 2026
57.3%
Attijariwafa Bank
10.0%
BCP
5.8%
Bank OF Africa
5.0%
CDM
3.6%
Full inventory for subscribers
Top 5 sectors
Government
57.3%
Financials
26.7%
Industrials
7.5%
Health Care
2.7%
Communication Services
1.9%
More sectors for subscribers

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

Fees

CFG Opportunités fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

CFG Opportunités 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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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

CFG Opportunités's weight

Fund assets relative to total market assets.

Total fund market
1 bps
0.0% of the fund market
Diversified class
9 bps
0.1% of the diversified class
Similar funds

Funds comparable to CFG Opportunités

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

FAQ

Frequently asked questions about CFG Opportunités

What is the benchmark index of CFG Opportunités?
The benchmark index of CFG Opportunités is the 70% MBI GLOBAL + 30% MASI.
What is the performance of CFG Opportunités in 2026?
As of July 10, 2026, CFG Opportunités is showing a +3.1% performance since the start of 2026.
Who manages CFG Opportunités?
CFG Opportunités is a fund in the Diversified category, managed by CFG GESTION.
What are the fees of CFG Opportunités?
Management, subscription and redemption fees for CFG Opportunités 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.

Politique d'utilisation