INVEST EQUILIBRE

Diversified fund managed by SAHAM CAPITAL GESTION, benchmarked against 80% MBI MT + 20% MASI.

INVEST EQUILIBRE vs 80% MBI MT + 20% MASI

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

As of July 10, 2026, INVEST EQUILIBRE posts −2.0% year to date, versus +0.7% for its benchmark 80% MBI MT + 20% MASI, an underperformance of 2.7 points. Over three years, the fund shows +31.1% versus +19.7% 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 July 10, 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