IRGAM STRATEGIE

Equity fund managed by IRG ASSET MANAGEMENT, benchmarked against MASI RENTABILITE BRUT.

Classification
Equity
AuM
260.5 M MAD
Holdings
38
Fund vs its benchmark

IRGAM STRATEGIE vs MASI RENTABILITE BRUT

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

PeriodFundBenchmarkSpread
2026 (YTD)−1.8%−1.0%−0.8 pts
1 year−8.4%−4.1%−4.3 pts
3 years+50.9%+64.4%−13.4 pts
5 years+46.2%

As of July 10, 2026, IRGAM STRATEGIE posts −1.8% year to date, versus −1.0% for its benchmark MASI RENTABILITE BRUT, an underperformance of 0.8 points. Over three years, the fund shows +50.9% versus +64.4% for the index. The fund represents 3 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 March 31, 2025 (latest published inventory). The full 38-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
17.9%
Sodep-Marsa Maroc
9.2%
Itissalat AL Maghrib
8.2%
Lafargeholcim Maroc
5.5%
Ciments DU Maroc
4.4%
Full inventory for subscribers
Top 5 sectors
Financials
34.9%
Industrials
16.4%
Materials
16.4%
Consumer Staples
8.5%
Communication Services
8.2%
More sectors for subscribers

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

Fees

IRGAM STRATEGIE 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

IRGAM STRATEGIE 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

IRGAM STRATEGIE's weight

Fund assets relative to total market assets.

Total fund market
3 bps
0.0% of the fund market
Equity class
35 bps
0.3% of the equity class
Similar funds

Funds comparable to IRGAM STRATEGIE

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

FAQ

Frequently asked questions about IRGAM STRATEGIE

What is the benchmark index of IRGAM STRATEGIE?
The benchmark index of IRGAM STRATEGIE is the MASI RENTABILITE BRUT.
What is the performance of IRGAM STRATEGIE in 2026?
As of July 10, 2026, IRGAM STRATEGIE is showing a −1.8% performance since the start of 2026.
Who manages IRGAM STRATEGIE?
IRGAM STRATEGIE is a fund in the Equity category, managed by IRG ASSET MANAGEMENT.
What are the fees of IRGAM STRATEGIE?
Management, subscription and redemption fees for IRGAM STRATEGIE 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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