Société de gestion
CDG CAPITAL GESTION est une société de gestion de portefeuilles marocaine gérant 78.0 Mrd DH d'actifs nets (gamme complète FGP + FNPP), à travers 54 fonds couvrant 5 catégories (Monétaire, OCT, OMLT, Diversifié, Actions). L'ancienneté moyenne des fonds éligibles est de 18 ans, témoignant d'une gamme institutionnellement mature. 20 fonds sur 54 gérés (37%) remplissent les critères d'éligibilité retail MIZAN (ancienneté ≥ 3 ans, encours ≥ P20 catégorie).
54
Fonds gérés
78.0 Mrd DH
Encours
20
Fonds éligibles
18.2 ans
Ancienneté moy.
5/5
Catégories
Encours par catégorie
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
CDG OPTIMUM encours_insuffisant (34MDH < P20=122MDH) | +2.18% | +2.70% | 0.06% | -0.0% | 89 | |
FCP MONETAIRE DYNAMIQUE encours_insuffisant (6MDH < P20=122MDH) | +2.11% | +2.50% | 0.06% |
| -0.0% |
| 82 |
FCP MONETAIRE PREMIUM | +2.46% | +3.00% | 0.08% | -0.0% | 79 | Fiche → |
CDG MONEY PREMIUM | +2.39% | +2.92% | 0.07% | -0.0% | 77 | Fiche → |
CDG SERENITE encours_insuffisant (1MDH < P20=122MDH) | +1.74% | +2.23% | 0.04% | -0.0% | 58 |
CDG TRESORERIE | +2.53% | +3.12% | 0.07% | -0.0% | 28 | Fiche → |
CDG CASH | +2.94% | +3.76% | 0.20% | -0.0% | 18 | Fiche → |
AL BARID TRESORERIE encours_insuffisant (1MDH < P20=122MDH) | +1.67% | +6.20% | 0.04% | -0.0% | 8 |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
FCP TRESORERIE PLUS encours_insuffisant (1MDH < P20=54MDH) | +1.81% | +2.47% | 0.13% | -0.1% | 82 | |
FCP INSTITUTIONS encours_insuffisant (1MDH < P20=54MDH) | +1.90% | +2.76% | 0.09% | -0.1% | 56 | |
FCP OBLIG COURT TERME | +2.82% | +3.68% | 0.25% | -0.1% | 38 | Fiche → |
FCP SERENITE CT encours_insuffisant (1MDH < P20=54MDH) | +1.60% | +2.36% | 0.08% | -0.1% | 33 | |
FCP OCT DYNAMIQUE encours_insuffisant (1MDH < P20=54MDH) | +1.68% | +2.54% | 0.11% | -0.1% | 30 | |
CDG MONETAIRE PLUS | +2.99% | +3.77% | 0.25% | -0.1% | 23 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
CDG OBLIG SELECTION | +2.13% | +7.11% | 2.12% | -1.7% | 100 | Fiche → |
AL BARID ISTITMAR | +1.01% | +5.25% | 1.93% | -1.7% | 94 | Fiche → |
CDG HORIZONS | +1.90% | +4.95% | 0.76% | -1.4% | 90 | Fiche → |
CDG BONDS DYNAMIQUE | +0.47% | +6.80% | 2.11% | -1.9% | 84 | Fiche → |
CDG OBLIG PREMIUM | -0.08% | +7.16% | 3.16% | -3.5% | 75 | Fiche → |
FCP OBLIG PERENITE | -0.23% | +7.30% | 3.02% | -3.2% | 69 | Fiche → |
FCP CKG BONDS | +0.18% | +6.89% | 1.20% | -3.2% | 59 | Fiche → |
FCP OBLIGATIONS OPTIMUM encours_insuffisant (1MDH < P20=59MDH) | +1.35% | +3.25% | 1.23% | -0.9% | 43 | |
CDG RENDEMENT | -0.17% | +5.94% | 2.59% | -3.0% | 42 | Fiche → |
CDG TAWFIR | +0.52% | +6.13% | 1.01% | -2.5% | 41 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
CDG MULTIGESTION encours_insuffisant (1MDH < P20=44MDH) | +1.64% | +7.37% | 3.77% | -3.6% | 83 | |
FCP ALLOCATIONS encours_insuffisant (1MDH < P20=44MDH) | +1.26% | +5.45% | 2.42% | -3.5% | 47 | |
CDG IZDIHAR | -4.73% | +8.97% | 9.93% | -12.7% | 25 | Fiche → |
CDG PATRIMOINE encours_insuffisant (3MDH < P20=44MDH) | -0.75% | +3.53% | 3.42% | -4.7% | 19 |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
CKG ACTIONS IDIKHAR | -4.28% | +17.01% | 17.53% | -20.9% | 40 | Fiche → |
CDG CROISSANCE encours_insuffisant (4MDH < P20=15MDH) | -8.70% | +11.57% | 15.54% | -20.2% | 26 | |
CDG SMALL & MID CAP | -7.15% | +15.02% | 17.83% | -21.9% | 18 | Fiche → |
DAILY EQUITY FUND | -5.87% | +15.73% | 9.11% | -23.4% | 3 | Fiche → |
CKG ISR SELECTION | -2.15% | +4.63% | 16.45% | -21.6% | — | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
FCP CKG GARANTI historique_insuffisant (2.8a < 3a) | +2.01% | +0.42% | 0.04% | -0.0% | — |