FCP CAPITAL BALANCE
Diversified fund managed by BMCE CAPITAL GESTION, benchmarked against 50% MASI + 50% MBI GLOBAL.
Managed by Bmce Capital Gestion: see its asset manager page
FCP CAPITAL BALANCE vs 50% MASI + 50% MBI GLOBAL
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +1.4% | +2.3% | −0.9 pts |
| 1 year | −4.8% | −2.0% | −2.8 pts |
| 3 years | +39.9% | +38.1% | +1.8 pts |
| 5 years | +30.7% | +32.0% | −1.3 pts |
As of August 21, 2026, FCP CAPITAL BALANCE posts +1.4% year to date, versus +2.3% for its benchmark 50% MASI + 50% MBI GLOBAL, an underperformance of 0.9 points. Over three years, the fund shows +39.9% versus +38.1% for the index. The fund represents 6 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 December 31, 2025 (latest published inventory). The full 74-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
FCP CAPITAL BALANCE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
FCP CAPITAL BALANCE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
FCP CAPITAL BALANCE's weight
Fund assets relative to total market assets.
Funds comparable to FCP CAPITAL BALANCE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about FCP CAPITAL BALANCE
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Data updated automatically · last update: August 21, 2026
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