FCP UPLINE BALANCED FUND
Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 50% MBI MT + 50% MBI MLT.
Managed by Upline Capital Management: see its asset manager page
FCP UPLINE BALANCED FUND vs 50% MBI MT + 50% MBI MLT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −2.1% | +1.1% | −3.2 pts |
| 1 year | −7.3% | +1.0% | −8.3 pts |
| 3 years | +23.4% | +14.7% | +8.7 pts |
| 5 years | +27.9% | +13.2% | +14.6 pts |
As of August 21, 2026, FCP UPLINE BALANCED FUND posts −2.1% year to date, versus +1.1% for its benchmark 50% MBI MT + 50% MBI MLT, an underperformance of 3.2 points. Over three years, the fund shows +23.4% versus +14.7% for the index. The fund represents 3 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 June 30, 2025 (latest published inventory). The full 59-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
FCP UPLINE BALANCED FUND fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
FCP UPLINE BALANCED FUND ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
FCP UPLINE BALANCED FUND's weight
Fund assets relative to total market assets.
Funds comparable to FCP UPLINE BALANCED FUND
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about FCP UPLINE BALANCED FUND
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Data updated automatically · last update: August 21, 2026
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