ATLAS PERENNITE

Medium and long-term bond fund managed by ATLAS CAPITAL MANAGEMENT, benchmarked against 50% MBI MT + 50% MBI MLT.

Classification
Medium and long-term bond
AuM
1.4 bn MAD
Holdings
50
Fund vs its benchmark

ATLAS PERENNITE vs 50% MBI MT + 50% MBI MLT

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.6%+0.8%−1.4 pts
1 year−0.5%+1.0%−1.5 pts
3 years+17.5%+15.0%+2.4 pts
5 years+14.9%+13.2%+1.7 pts

As of July 10, 2026, ATLAS PERENNITE posts −0.6% year to date, versus +0.8% for its benchmark 50% MBI MT + 50% MBI MLT, an underperformance of 1.4 points. Over three years, the fund shows +17.5% versus +15.0% for the index. The fund represents 16 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 26, 2025 to Jul 10, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 50-holding breakdown is for subscribers.

Top 5 holdings
BDT 5Y @3.30% - 2029
10.4%
BDT 30Y @5.50% - 2054
8.4%
BDT 5Y @3.50% - 2029
7.6%
BDT 20Y @4.60% - 2044
7.0%
BDT 20Y @4.75% - 2043
4.8%
Full inventory for subscribers
Top 5 sectors
Government
90.2%
Financials
6.9%
Cash & Equivalents
2.6%
Industrials
0.3%

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

Fees

ATLAS PERENNITE 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

ATLAS PERENNITE 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
See plans
Market share

ATLAS PERENNITE's weight

Fund assets relative to total market assets.

Total fund market
16 bps
0.2% of the fund market
Medium and long-term bond class
39 bps
0.4% of the medium and long-term bond class
Similar funds

Funds comparable to ATLAS PERENNITE

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

FAQ

Frequently asked questions about ATLAS PERENNITE

What is the benchmark index of ATLAS PERENNITE?
The benchmark index of ATLAS PERENNITE is the 50% MBI MT + 50% MBI MLT.
What is the performance of ATLAS PERENNITE in 2026?
As of July 10, 2026, ATLAS PERENNITE is showing a −0.6% performance since the start of 2026.
Who manages ATLAS PERENNITE?
ATLAS PERENNITE is a fund in the Medium and long-term bond category, managed by ATLAS CAPITAL MANAGEMENT.
What are the fees of ATLAS PERENNITE?
Management, subscription and redemption fees for ATLAS PERENNITE are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

Politique d'utilisation