CAT EQUILIBRE
Medium and long-term bond fund managed by WAFA GESTION, benchmarked against 50% MBI MLT + 50% MBI LT.
Managed by Wafa Gestion: see its asset manager page
CAT EQUILIBRE vs 50% MBI MLT + 50% MBI LT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −3.9% | −0.5% | −3.3 pts |
| 1 year | −4.5% | −1.2% | −3.3 pts |
| 3 years | +0.5% | +22.2% | −21.7 pts |
| 5 years | −21.9% | +12.1% | −34.0 pts |
As of August 21, 2026, CAT EQUILIBRE posts −3.9% year to date, versus −0.5% for its benchmark 50% MBI MLT + 50% MBI LT, an underperformance of 3.3 points. Over three years, the fund shows +0.5% versus +22.2% for the index. The fund represents 5 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 March 31, 2025 (latest published inventory). The full 24-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CAT EQUILIBRE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CAT EQUILIBRE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CAT EQUILIBRE's weight
Fund assets relative to total market assets.
Funds comparable to CAT EQUILIBRE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CAT EQUILIBRE
Embed this fund on your website
Display this fund's performance card on your website, updated with every published NAV.
Data updated automatically · last update: August 21, 2026
Compare CAT EQUILIBRE to 600+ Moroccan funds
Fees, history, full holdings and comparator, with a Yuna subscription.