AWALI
Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 95% MBI MLT + 5% MASI.
Managed by Upline Capital Management: see its asset manager page
AWALI vs 95% MBI MLT + 5% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −2.0% | −1.0% | −1.0 pts |
| 1 year | −2.5% | −1.3% | −1.2 pts |
| 3 years | +18.9% | +17.0% | +1.9 pts |
| 5 years | +16.5% | +12.7% | +3.8 pts |
As of October 9, 2026, AWALI posts −2.0% year to date, versus −1.0% for its benchmark 95% MBI MLT + 5% MASI, an underperformance of 1.0 points. Over three years, the fund shows +18.9% versus +17.0% for the index. The fund represents 9 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of October 9, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of June 30, 2026 (latest published inventory). The full 66-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
AWALI fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
AWALI ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
AWALI's weight
Fund assets relative to total market assets.
Funds comparable to AWALI
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about AWALI
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Data updated automatically · last update: October 9, 2026
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