CAPITAL TRUST OBLIG PLUS

Medium and long-term bond fund managed by CAPITAL TRUST GESTION, benchmarked against 70% MBI MT + 30% MBI MLT.

CAPITAL TRUST OBLIG PLUS vs 70% MBI MT + 30% MBI MLT

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

As of July 10, 2026, CAPITAL TRUST OBLIG PLUS posts +2.7% year to date, versus +1.0% for its benchmark 70% MBI MT + 30% MBI MLT, an outperformance of 1.6 points. Over three years, the fund shows +23.2% versus +13.9% 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 26-holding breakdown is for subscribers.

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

CAPITAL TRUST OBLIG PLUS fees

Management, subscription and redemption fees.

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

CAPITAL TRUST OBLIG PLUS ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

CAPITAL TRUST OBLIG PLUS's weight

Fund assets relative to total market assets.

Funds comparable to CAPITAL TRUST OBLIG PLUS

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

Frequently asked questions about CAPITAL TRUST OBLIG PLUS