CAPITAL EQUILIBRE
Diversified fund managed by BMCE CAPITAL GESTION, benchmarked against 75% MBI + 25% MASI.
Managed by Bmce Capital Gestion: see its asset manager page
CAPITAL EQUILIBRE vs 75% MBI + 25% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +0.5% | +1.4% | −0.9 pts |
| 1 year | −6.6% | −0.8% | −5.9 pts |
| 3 years | +24.4% | +27.5% | −3.0 pts |
| 5 years | +12.6% | +23.2% | −10.5 pts |
As of August 21, 2026, CAPITAL EQUILIBRE posts +0.5% year to date, versus +1.4% for its benchmark 75% MBI + 25% MASI, an underperformance of 0.9 points. Over three years, the fund shows +24.4% versus +27.5% for the index. The fund represents 7 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 March 31, 2025 (latest published inventory). The full 92-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAPITAL EQUILIBRE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAPITAL EQUILIBRE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAPITAL EQUILIBRE's weight
Fund assets relative to total market assets.
Funds comparable to CAPITAL EQUILIBRE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAPITAL EQUILIBRE
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Data updated automatically · last update: August 21, 2026
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