AXA Perspectives
Diversified fund managed by CFG GESTION, benchmarked against 60% MBI GLOBAL + 40% MASI RENTABILITE BRUT.
AXA Perspectives vs 60% MBI GLOBAL + 40% MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
As of July 10, 2026, AXA Perspectives posts −4.7% year to date, versus −0.0% for its benchmark 60% MBI GLOBAL + 40% MASI RENTABILITE BRUT, an underperformance of 4.6 points. Over three years, the fund shows +17.0% versus +35.3% for the index. The fund represents 10 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of July 10, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of March 31, 2025 (latest published inventory). The full 58-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
AXA Perspectives fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
AXA Perspectives ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
AXA Perspectives's weight
Fund assets relative to total market assets.
Funds comparable to AXA Perspectives
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about AXA Perspectives
Data updated automatically · last update: July 10, 2026
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