CFG PERFORMANCE

Equity fund managed by CFG GESTION, benchmarked against CFG 25 FLOTTANT.

Managed by CFG Gestion: see its asset manager page

Classification
Equity
AuM
1.4 bn MAD
Holdings
58
Fund vs its benchmark

CFG PERFORMANCE vs CFG 25 FLOTTANT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.4%−6.3%+7.8 pts
1 year−9.9%−17.3%+7.4 pts
3 years+63.9%+40.9%+22.9 pts
5 years+54.1%+31.4%+22.7 pts

As of August 21, 2026, CFG PERFORMANCE posts +1.4% year to date, versus −6.3% for its benchmark CFG 25 FLOTTANT, an outperformance of 7.8 points. Over three years, the fund shows +63.9% versus +40.9% for the index. The fund represents 16 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 30, 2025 to Aug 27, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 58-holding breakdown is for subscribers.

Top 3 holdings
Attijariwafa Bank
14.1%
Sodep-Marsa Maroc
7.8%
Itissalat AL Maghrib
5.7%
Full inventory for subscribers
Top 3 sectors
Financials
30.8%
Industrials
24.2%
Materials
13.9%
More sectors for subscribers

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

Fees

CFG PERFORMANCE 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 PERFORMANCE 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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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

CFG PERFORMANCE's weight

Fund assets relative to total market assets.

Total fund market
16 bps
0.2% of the fund market
Equity class
1.7%
i.e. 170 bps of the equity class
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FAQ

Frequently asked questions about CFG PERFORMANCE

What is the net asset value (NAV) of CFG PERFORMANCE?
As of August 27, 2026, the net asset value of CFG PERFORMANCE stands at 1,212 MAD.
What is the performance of CFG PERFORMANCE in 2026?
As of August 21, 2026, CFG PERFORMANCE is showing a +1.4% performance since the start of 2026.
What is the benchmark index of CFG PERFORMANCE?
The benchmark index of CFG PERFORMANCE is the CFG 25 FLOTTANT.
How much does CFG PERFORMANCE have under management?
As of August 21, 2026, CFG PERFORMANCE holds 1.4 bn MAD in assets under management, or 16 bps of the Moroccan mutual fund (OPCVM) market.
What does CFG PERFORMANCE invest in?
As of December 31, 2025, the portfolio of CFG PERFORMANCE holds 58 lines. Its three largest positions are Attijariwafa Bank (14.1%), Sodep-Marsa Maroc (7.8%) and Itissalat AL Maghrib (5.7%).
Who manages CFG PERFORMANCE?
CFG PERFORMANCE is a fund in the equity category, managed by CFG GESTION.
What are the fees of CFG PERFORMANCE?
Management, subscription and redemption fees for CFG PERFORMANCE are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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