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FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)

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

Managed by Bmce Capital Gestion: see its asset manager page

Classification
Medium and long-term bond
AuM
10.1 Bn MAD
Holdings
0
Fund vs its benchmark

FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) vs MBI MT

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

PeriodFundBenchmarkSpread
1 year+5.9%+8.6%−2.7 pts
Performance

Net return of the fund

Based on the net asset value. As of November 14, 2014. Click a period to update the chart.

Net asset value trend
Composition

Where the fund is invested

Top positions as of (latest published inventory). The full 0-holding breakdown is for subscribers.

Top 3 holdings
Top 3 sectors

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

Fees

FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) 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
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Market share

FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)'s weight

Fund assets relative to total market assets.

Total fund market
3.5%
i.e. 355 bps of the fund market
Medium and long-term bond class
2.9%
i.e. 288 bps of the medium and long-term bond class
Similar funds

Funds comparable to FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)

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

OblifuturWafa Gestion · Medium and long-term bond21.1 Bn MADFCP Capital Obligations PlusBmce Capital Gestion · Medium and long-term bond11.3 Bn MADUpline RendementUpline Capital Management · Medium and long-term bond7.5 Bn MADSicav Obligations PérennitéCDG Capital Gestion · Medium and long-term bond6.3 Bn MADSecurite DeveloppementCIH Capital Management · Medium and long-term bond4.7 Bn MADFCP Capital PlusBmce Capital Gestion · Medium and long-term bond2.6 Bn MAD
FAQ

Frequently asked questions about FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)

What is the benchmark index of FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)?
The benchmark index of FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) is the MBI MT.
How much does FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) have under management?
As of November 14, 2014, FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) holds 10.1 Bn MAD in assets under management, or 3.5% of the Moroccan mutual fund (OPCVM) market.
Who manages FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)?
FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) is a fund in the medium and long-term bond (OMLT) category, managed by BMCE CAPITAL GESTION.
What are the fees of FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014)?
Management, subscription and redemption fees for FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) are detailed in the Yuna subscriber area.
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Data updated automatically · last update: November 14, 2014

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Compare FCP CAPITAL OBLIGATIONS PLUS (première vie, 2013-2014) to 600+ Moroccan funds

Fees, history, full holdings and comparator, with a Yuna subscription.

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