CAPITAL TRUST PERFORMANCE
Diversified fund managed by CAPITAL TRUST GESTION, benchmarked against 40% INDICE SECTORIEL BANQUES + 60% MBI GLOBAL.
Managed by Capital Trust Gestion: see its asset manager page
CAPITAL TRUST PERFORMANCE vs 40% INDICE SECTORIEL BANQUES + 60% MBI GLOBAL
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −11.2% | −3.7% | −7.5 pts |
| 1 year | −12.9% | −4.4% | −8.5 pts |
| 3 years | +10.7% | +24.4% | −13.6 pts |
| 5 years | +4.4% | +19.7% | −15.3 pts |
As of October 9, 2026, CAPITAL TRUST PERFORMANCE posts −11.2% year to date, versus −3.7% for its benchmark 40% INDICE SECTORIEL BANQUES + 60% MBI GLOBAL, an underperformance of 7.5 points. Over three years, the fund shows +10.7% versus +24.4% for the index. The fund represents 14 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 43-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAPITAL TRUST PERFORMANCE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAPITAL TRUST PERFORMANCE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAPITAL TRUST PERFORMANCE's weight
Fund assets relative to total market assets.
Funds comparable to CAPITAL TRUST PERFORMANCE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAPITAL TRUST PERFORMANCE
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Data updated automatically · last update: October 9, 2026
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