CIMR PATRIMOINE
Equity fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against MASI RENTABILITE BRUT.
Managed by Upline Capital Management: see its asset manager page
CIMR PATRIMOINE vs MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +1.3% | +3.4% | −2.2 pts |
| 1 year | −9.2% | −4.1% | −5.0 pts |
| 3 years | +73.9% | +71.2% | +2.8 pts |
| 5 years | +67.7% | - | — |
As of September 11, 2026, CIMR PATRIMOINE posts +1.3% year to date, versus +3.4% for its benchmark MASI RENTABILITE BRUT, an underperformance of 2.2 points. Over three years, the fund shows +73.9% versus +71.2% for the index. The fund represents 17 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of September 11, 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 61-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
CIMR PATRIMOINE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
CIMR PATRIMOINE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
CIMR PATRIMOINE's weight
Fund assets relative to total market assets.
Funds comparable to CIMR PATRIMOINE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about CIMR PATRIMOINE
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Data updated automatically · last update: September 11, 2026
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