EMERGENCE BOND FUND

Short-term bond fund managed by VALORIS MANAGEMENT, benchmarked against MBI CT.

Managed by Valoris Management: see its asset manager page

Classification
Short-term bond
AuM
721.3 M MAD
Holdings
31
Fund vs its benchmark

EMERGENCE BOND FUND vs MBI CT

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

PeriodFundBenchmarkSpread
2026 (YTD)+2.6%+1.6%+1.1 pts
1 year+3.5%+2.3%+1.2 pts
3 years+9.7%+8.7%+1.0 pts
5 years+13.9%+13.0%+0.9 pts

As of August 21, 2026, EMERGENCE BOND FUND posts +2.6% year to date, versus +1.6% for its benchmark MBI CT, an outperformance of 1.1 points. Over three years, the fund shows +9.7% versus +8.7% for the index. The fund represents 8 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 30, 2025 to Aug 27, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 31-holding breakdown is for subscribers.

Top 3 holdings
Alliance Darna 10Y @2.91% - 2030
9.8%
BT OCP 26W @2.31% - 2025
7.3%
CDG K 2Y @2.53% - 2027
7.2%
Full inventory for subscribers
Top 3 sectors
Real Estate
33.3%
Financials
31.3%
Government
15.1%
More sectors for subscribers

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

Fees

EMERGENCE BOND FUND fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

EMERGENCE BOND FUND ranking

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

Overall ranking
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Short-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

EMERGENCE BOND FUND's weight

Fund assets relative to total market assets.

Total fund market
8 bps
0.1% of the fund market
Short-term bond class
50 bps
0.5% of the short-term bond class
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Other Moroccan funds to explore, with their asset manager and assets under management.

FAQ

Frequently asked questions about EMERGENCE BOND FUND

What is the net asset value (NAV) of EMERGENCE BOND FUND?
As of August 27, 2026, the net asset value of EMERGENCE BOND FUND stands at 2,447 MAD.
What is the performance of EMERGENCE BOND FUND in 2026?
As of August 21, 2026, EMERGENCE BOND FUND is showing a +2.6% performance since the start of 2026.
What is the benchmark index of EMERGENCE BOND FUND?
The benchmark index of EMERGENCE BOND FUND is the MBI CT.
How much does EMERGENCE BOND FUND have under management?
As of August 21, 2026, EMERGENCE BOND FUND holds 721.3 M MAD in assets under management, or 8 bps of the Moroccan mutual fund (OPCVM) market.
What does EMERGENCE BOND FUND invest in?
As of December 31, 2025, the portfolio of EMERGENCE BOND FUND holds 31 lines. Its three largest positions are Alliance Darna 10Y @2.91% - 2030 (9.8%), BT OCP 26W @2.31% - 2025 (7.3%) and CDG K 2Y @2.53% - 2027 (7.2%).
Who manages EMERGENCE BOND FUND?
EMERGENCE BOND FUND is a fund in the short-term bond (OCT) category, managed by VALORIS MANAGEMENT.
What are the fees of EMERGENCE BOND FUND?
Management, subscription and redemption fees for EMERGENCE BOND FUND are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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