CAPITAL TRUST EQUITY
Equity fund managed by CAPITAL TRUST GESTION, benchmarked against MASI.
Managed by Capital Trust Gestion: see its asset manager page
CAPITAL TRUST EQUITY vs MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −1.7% | +3.5% | −5.2 pts |
| 1 year | −13.5% | −5.1% | −8.4 pts |
| 3 years | +58.4% | +59.3% | −0.9 pts |
| 5 years | +48.1% | +43.4% | +4.7 pts |
As of August 21, 2026, CAPITAL TRUST EQUITY posts −1.7% year to date, versus +3.5% for its benchmark MASI, an underperformance of 5.2 points. Over three years, the fund shows +58.4% versus +59.3% for the index. The fund represents 11 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 December 31, 2025 (latest published inventory). The full 45-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAPITAL TRUST EQUITY fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAPITAL TRUST EQUITY ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAPITAL TRUST EQUITY's weight
Fund assets relative to total market assets.
Funds comparable to CAPITAL TRUST EQUITY
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAPITAL TRUST EQUITY
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Data updated automatically · last update: August 21, 2026
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