AD HARMONIE DIVERSIFIÉ

Diversified fund managed by AD CAPITAL ASSET MANAGEMENT, benchmarked against 50% MASI + 50% MBI MLT.

Managed by AD Capital Asset Management: see its asset manager page

Classification
Diversified
AuM
502.7 M MAD
Holdings
23
Fund vs its benchmark

AD HARMONIE DIVERSIFIÉ vs 50% MASI + 50% MBI MLT

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

PeriodFundBenchmarkSpread
2026 (YTD)−5.0%+2.3%−7.3 pts
1 year−9.9%−2.0%−7.9 pts
3 years+11.4%+22.3%−10.9 pts
5 years+11.4%+22.3%−10.9 pts

As of August 21, 2026, AD HARMONIE DIVERSIFIÉ posts −5.0% year to date, versus +2.3% for its benchmark 50% MASI + 50% MBI MLT, an underperformance of 7.3 points. Over three years, the fund shows +11.4% versus +22.3% for the index. The fund represents 6 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 26, 2025 to Aug 24, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 23-holding breakdown is for subscribers.

Top 3 holdings
BDT 30Y @5.50% - 2054
22.1%
Attijariwafa Bank
14.2%
OCP 11Y @6.70% - 2036
8.6%
Full inventory for subscribers
Top 3 sectors
Financials
43.2%
Government
22.1%
Diversified
13.7%
More sectors for subscribers

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

Fees

AD HARMONIE DIVERSIFIÉ fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

AD HARMONIE DIVERSIFIÉ 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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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

AD HARMONIE DIVERSIFIÉ's weight

Fund assets relative to total market assets.

Total fund market
6 bps
0.1% of the fund market
Diversified class
44 bps
0.4% of the diversified class
Similar funds

Funds comparable to AD HARMONIE DIVERSIFIÉ

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FAQ

Frequently asked questions about AD HARMONIE DIVERSIFIÉ

What is the net asset value (NAV) of AD HARMONIE DIVERSIFIÉ?
As of August 24, 2026, the net asset value of AD HARMONIE DIVERSIFIÉ stands at 1,114 MAD.
What is the performance of AD HARMONIE DIVERSIFIÉ in 2026?
As of August 21, 2026, AD HARMONIE DIVERSIFIÉ is showing a −5.0% performance since the start of 2026.
What is the benchmark index of AD HARMONIE DIVERSIFIÉ?
The benchmark index of AD HARMONIE DIVERSIFIÉ is the 50% MASI + 50% MBI MLT.
How much does AD HARMONIE DIVERSIFIÉ have under management?
As of August 21, 2026, AD HARMONIE DIVERSIFIÉ holds 502.7 M MAD in assets under management, or 6 bps of the Moroccan mutual fund (OPCVM) market.
What does AD HARMONIE DIVERSIFIÉ invest in?
As of December 31, 2025, the portfolio of AD HARMONIE DIVERSIFIÉ holds 23 lines. Its three largest positions are BDT 30Y @5.50% - 2054 (22.1%), Attijariwafa Bank (14.2%) and OCP 11Y @6.70% - 2036 (8.6%).
Who manages AD HARMONIE DIVERSIFIÉ?
AD HARMONIE DIVERSIFIÉ is a fund in the diversified category, managed by AD CAPITAL ASSET MANAGEMENT.
What are the fees of AD HARMONIE DIVERSIFIÉ?
Management, subscription and redemption fees for AD HARMONIE DIVERSIFIÉ are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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