CMIM SERENITE

Medium and long-term bond fund managed by CDG CAPITAL GESTION, benchmarked against MBI MT.

Classification
Medium and long-term bond
AuM
1.1 M MAD
Holdings
10
Fund vs its benchmark

CMIM SERENITE vs MBI MT

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

PeriodFundBenchmarkSpread
2025 (YTD)0.0%+1.3%−1.3 pts
1 year−0.6%+0.1%−0.7 pts
3 years+11.5%+10.0%+1.5 pts
5 years+8.4%+11.2%−2.8 pts

As of December 5, 2025, CMIM SERENITE posts 0.0% year to date, versus +1.3% for its benchmark MBI MT, an underperformance of 1.3 points. Over three years, the fund shows +11.5% versus +10.0% for the index. The fund represents 0 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of December 5, 2025. Click a period to update the chart.

from Dec 27, 2024 to Dec 5, 2025
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2025 (latest published inventory). The full 10-holding breakdown is for subscribers.

Top 5 holdings
BDT 15Y @5.45% - 2029
32.1%
BDT 10Y @3.30% - 2028
18.9%
Cash
13.1%
BDT 20Y @4.40% - 2036
10.6%
BDT 15Y @3.00% - 2035
9.6%
Full inventory for subscribers
Top 5 sectors
Government
80.5%
Cash & Equivalents
13.1%
Financials
6.4%

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

Fees

CMIM SERENITE 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

CMIM SERENITE 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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Medium and long-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

CMIM SERENITE's weight

Fund assets relative to total market assets.

Total fund market
0 bps
0.0% of the fund market
Medium and long-term bond class
0 bps
0.0% of the medium and long-term bond class
Similar funds

Funds comparable to CMIM SERENITE

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

FAQ

Frequently asked questions about CMIM SERENITE

What is the benchmark index of CMIM SERENITE?
The benchmark index of CMIM SERENITE is the MBI MT.
What is the performance of CMIM SERENITE in 2025?
As of December 5, 2025, CMIM SERENITE is showing a 0.0% performance since the start of 2025.
Who manages CMIM SERENITE?
CMIM SERENITE is a fund in the Medium and long-term bond category, managed by CDG CAPITAL GESTION.
What are the fees of CMIM SERENITE?
Management, subscription and redemption fees for CMIM SERENITE are detailed in the Yuna subscriber area.

Data updated automatically · last update: December 5, 2025

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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