CAPITAL PERFORMANCE
Diversified fund managed by WAFA GESTION, benchmarked against 75% MBI MT + 25% MASI RENTABILITE BRUT.
CAPITAL PERFORMANCE vs 75% MBI MT + 25% MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
As of July 10, 2026, CAPITAL PERFORMANCE posts +4.4% year to date, versus +1.0% for its benchmark 75% MBI MT + 25% MASI RENTABILITE BRUT, an outperformance of 3.4 points. Over three years, the fund shows +54.0% versus +24.0% for the index. The fund represents 2 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of July 10, 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 46-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAPITAL PERFORMANCE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAPITAL PERFORMANCE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAPITAL PERFORMANCE's weight
Fund assets relative to total market assets.
Funds comparable to CAPITAL PERFORMANCE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAPITAL PERFORMANCE
Data updated automatically · last update: July 10, 2026
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