FCP CFG PREVOYANCE

Medium and long-term bond fund managed by CFG GESTION, benchmarked against MBI GLOBAL.

Classification

Medium and long-term bond

AuM

626.3 M MAD

Holdings

Fund vs its benchmark

FCP CFG PREVOYANCE vs MBI GLOBAL

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

Period	Fund	Benchmark	Spread
2026 (YTD)	−3.6%	+0.1%	−3.7 pts
1 year	−3.6%	+0.3%	−3.9 pts
3 years	+8.8%	+17.5%	−8.7 pts
5 years	+2.4%	+14.0%	−11.6 pts

As of July 10, 2026, FCP CFG PREVOYANCE posts −3.6% year to date, versus +0.1% for its benchmark MBI GLOBAL, an underperformance of 3.7 points. Over three years, the fund shows +8.8% versus +17.5% for the index. The fund represents 7 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 30, 2025 to Jul 14, 2026

Net asset value trend

Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 32-holding breakdown is for subscribers.

Top 5 holdings

BDT 5Y @2.00% - 2026

16.6%

BDT 15Y @5.45% - 2029

9.9%

NWM 15Y @5.05% - 2039

8.3%

BDT 15Y @5.60% - 2029

5.7%

BDT 5Y @3.50% - 2029

5.5%

Full inventory for subscribers

Top 5 sectors

Government

85.4%

Industrials

13.5%

Materials

1.0%

Financials

0.1%

Cash & Equivalents

0.0%

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

Fees

FCP CFG PREVOYANCE 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 CFG PREVOYANCE 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 CFG PREVOYANCE's weight

Fund assets relative to total market assets.

Total fund market

7 bps

0.1% of the fund market

Medium and long-term bond class

18 bps

0.2% of the medium and long-term bond class

Similar funds

Funds comparable to FCP CFG PREVOYANCE

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

AL Ijtimai InmaaWafa Gestion · Medium and long-term bond5.2 bn MAD AL Ijtimai PatrimoineValoris Management · Medium and long-term bond5.0 bn MAD FCP Capital ObligationsBmce Capital Gestion · Medium and long-term bond4.1 bn MAD CDG Bonds DynamiqueCDG Capital Gestion · Medium and long-term bond4.1 bn MAD FCP AL Ijtimai SolidariteCFG Gestion · Medium and long-term bond3.8 bn MAD Maroc OpportuniteSaham Capital Gestion · Medium and long-term bond3.6 bn MAD

FAQ

Frequently asked questions about FCP CFG PREVOYANCE

What is the benchmark index of FCP CFG PREVOYANCE?

The benchmark index of FCP CFG PREVOYANCE is the MBI GLOBAL.

What is the performance of FCP CFG PREVOYANCE in 2026?

As of July 10, 2026, FCP CFG PREVOYANCE is showing a −3.6% performance since the start of 2026.

Who manages FCP CFG PREVOYANCE?

FCP CFG PREVOYANCE is a fund in the Medium and long-term bond category, managed by CFG GESTION.

What are the fees of FCP CFG PREVOYANCE?

Management, subscription and redemption fees for FCP CFG PREVOYANCE are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

Compare FCP CFG PREVOYANCE to 600+ Moroccan funds

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

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