PATRIMOINE AVENIR
Equity fund managed by CFG GESTION, benchmarked against CFG 25 FLOTTANT.
Managed by CFG Gestion: see its asset manager page
PATRIMOINE AVENIR vs CFG 25 FLOTTANT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −0.2% | −6.3% | +6.2 pts |
| 1 year | −11.0% | −16.8% | +5.8 pts |
| 3 years | +42.8% | +42.3% | +0.5 pts |
| 5 years | +38.6% | +31.2% | +7.5 pts |
As of August 21, 2026, PATRIMOINE AVENIR posts −0.2% year to date, versus −6.3% for its benchmark CFG 25 FLOTTANT, an outperformance of 6.2 points. Over three years, the fund shows +42.8% versus +42.3% 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 August 21, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of December 31, 2025 (latest published inventory). The full 48-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
PATRIMOINE AVENIR fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
PATRIMOINE AVENIR ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
PATRIMOINE AVENIR's weight
Fund assets relative to total market assets.
Funds comparable to PATRIMOINE AVENIR
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about PATRIMOINE AVENIR
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Data updated automatically · last update: August 21, 2026
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