AL ISTITMAR CHAABI DIVERSIFIE
Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 60% MASI + 40% MBI.
Managed by Upline Capital Management: see its asset manager page
AL ISTITMAR CHAABI DIVERSIFIE vs 60% MASI + 40% MBI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +1.3% | +2.6% | −1.3 pts |
| 1 year | −4.5% | −2.4% | −2.1 pts |
| 3 years | +41.9% | +42.7% | −0.9 pts |
| 5 years | +36.0% | +35.8% | +0.2 pts |
As of August 21, 2026, AL ISTITMAR CHAABI DIVERSIFIE posts +1.3% year to date, versus +2.6% for its benchmark 60% MASI + 40% MBI, an underperformance of 1.3 points. Over three years, the fund shows +41.9% versus +42.7% for the index. The fund represents 1 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of August 21, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of December 31, 2025 (latest published inventory). The full 48-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
AL ISTITMAR CHAABI DIVERSIFIE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
AL ISTITMAR CHAABI DIVERSIFIE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
AL ISTITMAR CHAABI DIVERSIFIE's weight
Fund assets relative to total market assets.
Funds comparable to AL ISTITMAR CHAABI DIVERSIFIE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about AL ISTITMAR CHAABI DIVERSIFIE
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Data updated automatically · last update: August 21, 2026
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