KENZ OBLIGATIONS
Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 30% MBI MT + 70% MBI MLT.
Managed by Upline Capital Management: see its asset manager page
KENZ OBLIGATIONS vs 30% MBI MT + 70% MBI MLT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −0.1% | +0.6% | −0.7 pts |
| 1 year | −1.2% | +0.2% | −1.4 pts |
| 3 years | +22.2% | +15.7% | +6.5 pts |
| 5 years | +14.5% | +12.8% | +1.7 pts |
As of September 11, 2026, KENZ OBLIGATIONS posts −0.1% year to date, versus +0.6% for its benchmark 30% MBI MT + 70% MBI MLT, an underperformance of 0.7 points. Over three years, the fund shows +22.2% versus +15.7% for the index. The fund represents 8 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of September 11, 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 44-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
KENZ OBLIGATIONS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
KENZ OBLIGATIONS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
KENZ OBLIGATIONS's weight
Fund assets relative to total market assets.
Funds comparable to KENZ OBLIGATIONS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about KENZ OBLIGATIONS
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Data updated automatically · last update: September 11, 2026
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