INVEST EQUILIBRE
Diversified fund managed by SAHAM CAPITAL GESTION, benchmarked against 80% MBI MT + 20% MASI.
Managed by Saham Capital Gestion: see its asset manager page
INVEST EQUILIBRE vs 80% MBI MT + 20% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +0.6% | +2.3% | −1.7 pts |
| 1 year | −5.1% | +0.8% | −5.9 pts |
| 3 years | +34.1% | +20.8% | +13.3 pts |
| 5 years | +32.2% | +20.7% | +11.5 pts |
As of August 21, 2026, INVEST EQUILIBRE posts +0.6% year to date, versus +2.3% for its benchmark 80% MBI MT + 20% MASI, an underperformance of 1.7 points. Over three years, the fund shows +34.1% versus +20.8% for the index. The fund represents 31 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 December 31, 2025 (latest published inventory). The full 104-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
INVEST EQUILIBRE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
INVEST EQUILIBRE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
INVEST EQUILIBRE's weight
Fund assets relative to total market assets.
Funds comparable to INVEST EQUILIBRE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about INVEST EQUILIBRE
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Data updated automatically · last update: August 21, 2026
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