CIMR MONETAIRE PLUS

Short-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against MBI CT.

Managed by Upline Capital Management: see its asset manager page

Classification
Short-term bond
AuM
397.3 M MAD
Holdings
11
Fund vs its benchmark

CIMR MONETAIRE PLUS vs MBI CT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.7%+1.7%+0.0 pts
1 year+2.3%+2.3%−0.0 pts
3 years+9.0%+8.6%+0.4 pts
5 years+13.2%+13.0%+0.2 pts

As of September 11, 2026, CIMR MONETAIRE PLUS posts +1.7% year to date, versus +1.7% for its benchmark MBI CT, an outperformance of 0.0 points. Over three years, the fund shows +9.0% versus +8.6% for the index. The fund represents 5 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of September 11, 2026. Click a period to update the chart.

from Dec 26, 2025 to Sep 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2026 (latest published inventory). The full 11-holding breakdown is for subscribers.

Top 3 holdings
BDT 10Y @3.20% - 2027
37.5%
Créances
25.6%
BDT 2Y @2.65% - 2027
12.0%
Full inventory for subscribers
Top 3 sectors
Government
74.3%
Cash & Equivalents
25.7%

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

Fees

CIMR MONETAIRE PLUS 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

CIMR 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
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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

CIMR MONETAIRE PLUS's weight

Fund assets relative to total market assets.

Total fund market
5 bps
0.0% of the fund market
Short-term bond class
28 bps
0.3% of the short-term bond class
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FAQ

Frequently asked questions about CIMR MONETAIRE PLUS

What is the net asset value (NAV) of CIMR MONETAIRE PLUS?
As of September 14, 2026, the net asset value of CIMR MONETAIRE PLUS stands at 1,409 MAD.
What is the performance of CIMR MONETAIRE PLUS in 2026?
As of September 11, 2026, CIMR MONETAIRE PLUS is showing a +1.7% performance since the start of 2026.
What is the benchmark index of CIMR MONETAIRE PLUS?
The benchmark index of CIMR MONETAIRE PLUS is the MBI CT.
How much does CIMR MONETAIRE PLUS have under management?
As of September 11, 2026, CIMR MONETAIRE PLUS holds 397.3 M MAD in assets under management, or 5 bps of the Moroccan mutual fund (OPCVM) market.
What does CIMR MONETAIRE PLUS invest in?
As of June 30, 2026, the portfolio of CIMR MONETAIRE PLUS holds 11 lines. Its three largest positions are BDT 10Y @3.20% - 2027 (37.5%), Créances (25.6%) and BDT 2Y @2.65% - 2027 (12.0%).
Who manages CIMR MONETAIRE PLUS?
CIMR MONETAIRE PLUS is a fund in the short-term bond (OCT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of CIMR MONETAIRE PLUS?
Management, subscription and redemption fees for CIMR MONETAIRE PLUS are detailed in the Yuna subscriber area.
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Data updated automatically · last update: September 11, 2026

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