HORIZON BALANCED FUND
Diversified fund managed by SAHAM CAPITAL GESTION, benchmarked against 50% MBI GLOBAL + 50% MASI.
Managed by Saham Capital Gestion: see its asset manager page
HORIZON BALANCED FUND vs 50% MBI GLOBAL + 50% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −1.0% | +0.8% | −1.8 pts |
| 1 year | −6.7% | −3.0% | −3.7 pts |
| 3 years | +26.8% | +36.9% | −10.1 pts |
| 5 years | +19.8% | +29.0% | −9.2 pts |
As of September 11, 2026, HORIZON BALANCED FUND posts −1.0% year to date, versus +0.8% for its benchmark 50% MBI GLOBAL + 50% MASI, an underperformance of 1.8 points. Over three years, the fund shows +26.8% versus +36.9% for the index. The fund represents 0 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 45-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
HORIZON BALANCED FUND fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
HORIZON BALANCED FUND ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
HORIZON BALANCED FUND's weight
Fund assets relative to total market assets.
Funds comparable to HORIZON BALANCED FUND
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about HORIZON BALANCED FUND
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Data updated automatically · last update: September 11, 2026
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