ATTIJARI PATRIMOINE VALEURS
Equity fund managed by WAFA GESTION, benchmarked against MASI.
Managed by Wafa Gestion: see its asset manager page
ATTIJARI PATRIMOINE VALEURS vs MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +7.4% | +3.5% | +3.9 pts |
| 1 year | −3.2% | −4.8% | +1.6 pts |
| 3 years | +52.2% | +60.9% | −8.7 pts |
| 5 years | +41.5% | +49.8% | −8.3 pts |
As of August 21, 2026, ATTIJARI PATRIMOINE VALEURS posts +7.4% year to date, versus +3.5% for its benchmark MASI, an outperformance of 3.9 points. Over three years, the fund shows +52.2% versus +60.9% for the index. The fund represents 15 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 60-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
ATTIJARI PATRIMOINE VALEURS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
ATTIJARI PATRIMOINE VALEURS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
ATTIJARI PATRIMOINE VALEURS's weight
Fund assets relative to total market assets.
Funds comparable to ATTIJARI PATRIMOINE VALEURS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about ATTIJARI PATRIMOINE VALEURS
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Data updated automatically · last update: August 21, 2026
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