Thanks to the TT-CPFI OPCVM index family (Tera TRAINING Collective Placement Funds Index), which makes it possible to calculate the aggregate yield between any two dates of each OPCVM or of each thematic group of OPCVM, the cumulative yield of the bond OPCVM index (still active or liquidated) during the last five years (from June 30, 2020 to June 30, 2025) amounts to 31.92% compared to a performance of the MMR index before taxes of 44.2% and of the TUNINDEX of 74.7%.
On an average annual basis, the bond OPCVM achieved an average annual performance (CAGR) of 5.66% compared to 7.59% for the MMR index and 11.8% for the TUNINDEX, according to the Ilboursa.
By bond OPCVM, FIDELITY SICAV PLUS, managed by MACSA, takes the gold medal with an average annual yield of 7.0% despite a heavy weight of 1,025.9 million dinars, with recurrence and sustainability of yield over time and a permanent presence in the Top 5 bond SICAVs.
Behind FIDELITY SICAV PLUS, it is FCP HELION SEPTIM that takes the silver medal with an average annual yield of 6.9%, almost neck and neck with TUNISO-EMIRATIE SICAV.
The fourth place goes to INTERNATIONALE OBLIGATAIRE SICAV, managed by UIB Finance, with a yield of 6.5%, followed by POSTE OBLIGATAIRE SICAV TANIT, managed by BH INVEST, with a yield of 6.4%.
