CFG Profil Equilibré
Diversified fund managed by CFG GESTION, benchmarked against 25% CFG 25 FLOTTANT + 75% MBI MT.
Managed by CFG Gestion: see its asset manager page
CFG Profil Equilibré vs 25% CFG 25 FLOTTANT + 75% MBI MT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −2.7% | −3.0% | +0.3 pts |
| 1 year | −3.1% | −3.6% | +0.4 pts |
| 3 years | +16.9% | +14.7% | +2.2 pts |
| 5 years | +20.5% | +14.1% | +6.4 pts |
As of October 9, 2026, CFG Profil Equilibré posts −2.7% year to date, versus −3.0% for its benchmark 25% CFG 25 FLOTTANT + 75% MBI MT, an outperformance of 0.3 points. Over three years, the fund shows +16.9% versus +14.7% for the index. The fund represents 1 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of October 9, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of June 30, 2026 (latest published inventory). The full 52-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CFG Profil Equilibré fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CFG Profil Equilibré ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CFG Profil Equilibré's weight
Fund assets relative to total market assets.
Funds comparable to CFG Profil Equilibré
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CFG Profil Equilibré
Embed this fund on your website
Display this fund's performance card on your website, updated with every published NAV.
Data updated automatically · last update: October 9, 2026
Compare CFG Profil Equilibré to 600+ Moroccan funds
Fees, history, full holdings and comparator, with a Yuna subscription.