HORIZON MID & SMALL CAP

Equity fund managed by SAHAM CAPITAL GESTION, benchmarked against MASI.

Classification
Equity
AuM
139.1 M MAD
Holdings
48
Fund vs its benchmark

HORIZON MID & SMALL CAP vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)−4.4%−2.6%−1.8 pts
1 year−10.8%−6.2%−4.7 pts
3 years+59.6%+52.5%+7.1 pts
5 years+61.2%+42.5%+18.7 pts

As of July 10, 2026, HORIZON MID & SMALL CAP posts −4.4% year to date, versus −2.6% for its benchmark MASI, an underperformance of 1.8 points. Over three years, the fund shows +59.6% versus +52.5% for the index. The fund represents 2 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 26, 2025 to Jul 10, 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
Attijariwafa Bank
13.6%
Sodep-Marsa Maroc
7.2%
Itissalat AL Maghrib
5.4%
TGCC
5.2%
Bank OF Africa
4.4%
Full inventory for subscribers
Top 5 sectors
Financials
29.1%
Industrials
21.7%
Materials
12.0%
Health Care
11.0%
Consumer Staples
5.4%
More sectors for subscribers

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

Fees

HORIZON MID & SMALL CAP 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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Ranking

HORIZON MID & SMALL CAP 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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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

HORIZON MID & SMALL CAP's weight

Fund assets relative to total market assets.

Total fund market
2 bps
0.0% of the fund market
Equity class
19 bps
0.2% of the equity class
Similar funds

Funds comparable to HORIZON MID & SMALL CAP

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

FAQ

Frequently asked questions about HORIZON MID & SMALL CAP

What is the benchmark index of HORIZON MID & SMALL CAP?
The benchmark index of HORIZON MID & SMALL CAP is the MASI.
What is the performance of HORIZON MID & SMALL CAP in 2026?
As of July 10, 2026, HORIZON MID & SMALL CAP is showing a −4.4% performance since the start of 2026.
Who manages HORIZON MID & SMALL CAP?
HORIZON MID & SMALL CAP is a fund in the Equity category, managed by SAHAM CAPITAL GESTION.
What are the fees of HORIZON MID & SMALL CAP?
Management, subscription and redemption fees for HORIZON MID & SMALL CAP 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.

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