AZ OBLIGATIONS

Medium and long-term bond fund managed by CIH CAPITAL MANAGEMENT, benchmarked against MBI GLOBAL.

Managed by CIH Capital Management: see its asset manager page

Classification
Medium and long-term bond
AuM
300.9 M MAD
Holdings
19
Fund vs its benchmark

AZ OBLIGATIONS vs MBI GLOBAL

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.1%+0.2%−0.3 pts
1 year−4.7%−0.1%−4.6 pts
3 years+5.3%+16.7%−11.4 pts
5 years+5.3%+13.8%−8.5 pts

As of September 11, 2026, AZ OBLIGATIONS posts −0.1% year to date, versus +0.2% for its benchmark MBI GLOBAL, an underperformance of 0.3 points. Over three years, the fund shows +5.3% versus +16.7% 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 September 11, 2026. Click a period to update the chart.

from Dec 26, 2025 to Sep 11, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of March 31, 2026 (latest published inventory). The full 19-holding breakdown is for subscribers.

Top 3 holdings
BDT 10Y @4.30% - 2034
10.7%
BDT 30Y @5.50% - 2054
10.5%
JET Contractors 7Y @3.53% - 2032
9.3%
Full inventory for subscribers
Top 3 sectors
Government
45.0%
Industrials
30.1%
Utilities
9.0%
More sectors for subscribers

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

Fees

AZ OBLIGATIONS 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

AZ OBLIGATIONS 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

AZ OBLIGATIONS's weight

Fund assets relative to total market assets.

Total fund market
4 bps
0.0% of the fund market
Medium and long-term bond class
8 bps
0.1% of the medium and long-term bond class
Similar funds

Funds comparable to AZ OBLIGATIONS

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

FAQ

Frequently asked questions about AZ OBLIGATIONS

What is the net asset value (NAV) of AZ OBLIGATIONS?
As of September 11, 2026, the net asset value of AZ OBLIGATIONS stands at 140.10 MAD.
What is the performance of AZ OBLIGATIONS in 2026?
As of September 11, 2026, AZ OBLIGATIONS is showing a −0.1% performance since the start of 2026.
What is the benchmark index of AZ OBLIGATIONS?
The benchmark index of AZ OBLIGATIONS is the MBI GLOBAL.
How much does AZ OBLIGATIONS have under management?
As of September 11, 2026, AZ OBLIGATIONS holds 300.9 M MAD in assets under management, or 4 bps of the Moroccan mutual fund (OPCVM) market.
What does AZ OBLIGATIONS invest in?
As of March 31, 2026, the portfolio of AZ OBLIGATIONS holds 19 lines. Its three largest positions are BDT 10Y @4.30% - 2034 (10.7%), BDT 30Y @5.50% - 2054 (10.5%) and JET Contractors 7Y @3.53% - 2032 (9.3%).
Who manages AZ OBLIGATIONS?
AZ OBLIGATIONS is a fund in the medium and long-term bond (OMLT) category, managed by CIH CAPITAL MANAGEMENT.
What are the fees of AZ OBLIGATIONS?
Management, subscription and redemption fees for AZ OBLIGATIONS are detailed in the Yuna subscriber area.
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Data updated automatically · last update: September 11, 2026

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