CAPITAL TRUST ÉQUILIBRE
Diversified fund managed by CAPITAL TRUST GESTION, benchmarked against 70% MBI GLOBAL + 30% MASI.
Managed by Capital Trust Gestion: see its asset manager page
CAPITAL TRUST ÉQUILIBRE vs 70% MBI GLOBAL + 30% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −10.9% | −2.8% | −8.1 pts |
| 1 year | −13.2% | −3.1% | −10.1 pts |
| 3 years | +15.8% | +22.3% | −6.6 pts |
| 5 years | +4.9% | +18.1% | −13.2 pts |
As of October 9, 2026, CAPITAL TRUST ÉQUILIBRE posts −10.9% year to date, versus −2.8% for its benchmark 70% MBI GLOBAL + 30% MASI, an underperformance of 8.1 points. Over three years, the fund shows +15.8% versus +22.3% for the index. The fund represents 12 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 56-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAPITAL TRUST ÉQUILIBRE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAPITAL TRUST ÉQUILIBRE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAPITAL TRUST ÉQUILIBRE's weight
Fund assets relative to total market assets.
Funds comparable to CAPITAL TRUST ÉQUILIBRE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAPITAL TRUST ÉQUILIBRE
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Data updated automatically · last update: October 9, 2026
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