ATTIJARI VALEURS ESG

Equity fund managed by WAFA GESTION, benchmarked against ESG 10 INDEX.

Managed by Wafa Gestion: see its asset manager page

Classification
Equity
AuM
317.9 M MAD
Holdings
36
Fund vs its benchmark

ATTIJARI VALEURS ESG vs ESG 10 INDEX

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

PeriodFundBenchmarkSpread
2026 (YTD)+8.8%+16.9%−8.0 pts
1 year−2.1%+4.7%−6.7 pts
3 years+64.8%+61.4%+3.4 pts
5 years+90.3%-

As of August 21, 2026, ATTIJARI VALEURS ESG posts +8.8% year to date, versus +16.9% for its benchmark ESG 10 INDEX, an underperformance of 8.0 points. Over three years, the fund shows +64.8% versus +61.4% for the index. The fund represents 4 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 36-holding breakdown is for subscribers.

Top 3 holdings
Attijariwafa Bank
18.6%
Bank OF Africa
8.7%
Sodep-Marsa Maroc
8.5%
Full inventory for subscribers
Top 3 sectors
Financials
46.7%
Materials
16.3%
Industrials
14.6%
More sectors for subscribers

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

Fees

ATTIJARI VALEURS ESG 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

ATTIJARI VALEURS ESG 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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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

ATTIJARI VALEURS ESG's weight

Fund assets relative to total market assets.

Total fund market
4 bps
0.0% of the fund market
Equity class
40 bps
0.4% of the equity class
Similar funds

Funds comparable to ATTIJARI VALEURS ESG

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FAQ

Frequently asked questions about ATTIJARI VALEURS ESG

What is the net asset value (NAV) of ATTIJARI VALEURS ESG?
As of August 24, 2026, the net asset value of ATTIJARI VALEURS ESG stands at 190.34 MAD.
What is the performance of ATTIJARI VALEURS ESG in 2026?
As of August 21, 2026, ATTIJARI VALEURS ESG is showing a +8.8% performance since the start of 2026.
What is the benchmark index of ATTIJARI VALEURS ESG?
The benchmark index of ATTIJARI VALEURS ESG is the ESG 10 INDEX.
How much does ATTIJARI VALEURS ESG have under management?
As of August 21, 2026, ATTIJARI VALEURS ESG holds 317.9 M MAD in assets under management, or 4 bps of the Moroccan mutual fund (OPCVM) market.
What does ATTIJARI VALEURS ESG invest in?
As of December 31, 2025, the portfolio of ATTIJARI VALEURS ESG holds 36 lines. Its three largest positions are Attijariwafa Bank (18.6%), Bank OF Africa (8.7%) and Sodep-Marsa Maroc (8.5%).
Who manages ATTIJARI VALEURS ESG?
ATTIJARI VALEURS ESG is a fund in the equity category, managed by WAFA GESTION.
What are the fees of ATTIJARI VALEURS ESG?
Management, subscription and redemption fees for ATTIJARI VALEURS ESG are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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