HORIZON OBLIG OPTIMAL
Medium and long-term bond fund managed by SAHAM CAPITAL GESTION, benchmarked against MBI GLOBAL.
Managed by Saham Capital Gestion: see its asset manager page
HORIZON OBLIG OPTIMAL vs MBI GLOBAL
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −2.4% | −0.5% | −1.9 pts |
| 1 year | −3.1% | −0.7% | −2.4 pts |
| 3 years | +14.4% | +15.4% | −1.0 pts |
| 5 years | +11.1% | +12.9% | −1.8 pts |
As of October 9, 2026, HORIZON OBLIG OPTIMAL posts −2.4% year to date, versus −0.5% for its benchmark MBI GLOBAL, an underperformance of 1.9 points. Over three years, the fund shows +14.4% versus +15.4% for the index. The fund represents 7 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of October 9, 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 80-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
HORIZON OBLIG OPTIMAL fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
HORIZON OBLIG OPTIMAL ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
HORIZON OBLIG OPTIMAL's weight
Fund assets relative to total market assets.
Funds comparable to HORIZON OBLIG OPTIMAL
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about HORIZON OBLIG OPTIMAL
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Data updated automatically · last update: October 9, 2026
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