HORIZON EXPANSION

Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 40% TMP + 60% MASI.

Classification
Diversified
AuM
4.6 M MAD
Holdings
48
Fund vs its benchmark

HORIZON EXPANSION vs 40% TMP + 60% MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)−1.8%−1.1%−0.7 pts
1 year−3.7%−2.5%−1.1 pts
3 years+29.7%+17.4%+12.3 pts
5 years+28.6%+53.1%−24.5 pts

As of July 10, 2026, HORIZON EXPANSION posts −1.8% year to date, versus −1.1% for its benchmark 40% TMP + 60% MASI, an underperformance of 0.7 points. Over three years, the fund shows +29.7% versus +17.4% for the index. The fund represents 0 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 30, 2025 to Jul 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 48-holding breakdown is for subscribers.

Top 5 holdings
BDT 15Y @4.40% - 2027
13.3%
Attijariwafa Bank
9.8%
Liquidité
9.3%
BDT 20Y @4.40% - 2030
9.2%
Sodep-Marsa Maroc
5.3%
Full inventory for subscribers
Top 5 sectors
Government
22.5%
Financials
20.4%
Industrials
12.0%
Diversified
9.9%
Cash & Equivalents
9.3%
More sectors for subscribers

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

Fees

HORIZON EXPANSION fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

HORIZON EXPANSION 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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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

HORIZON EXPANSION's weight

Fund assets relative to total market assets.

Total fund market
0 bps
0.0% of the fund market
Diversified class
0 bps
0.0% of the diversified class
Similar funds

Funds comparable to HORIZON EXPANSION

Other Moroccan funds to explore, with their asset manager and assets under management.

FAQ

Frequently asked questions about HORIZON EXPANSION

What is the benchmark index of HORIZON EXPANSION?
The benchmark index of HORIZON EXPANSION is the 40% TMP + 60% MASI.
What is the performance of HORIZON EXPANSION in 2026?
As of July 10, 2026, HORIZON EXPANSION is showing a −1.8% performance since the start of 2026.
Who manages HORIZON EXPANSION?
HORIZON EXPANSION is a fund in the Diversified category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of HORIZON EXPANSION?
Management, subscription and redemption fees for HORIZON EXPANSION are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

Politique d'utilisation