LMV EQUITY INVEST
Equity fund managed by SAHAM CAPITAL GESTION, benchmarked against MASI RENTABILITE BRUT.
Managed by Saham Capital Gestion: see its asset manager page
LMV EQUITY INVEST vs MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +2.9% | +6.0% | −3.1 pts |
| 1 year | −8.1% | −2.4% | −5.7 pts |
| 3 years | +68.8% | +74.4% | −5.6 pts |
| 5 years | +62.8% | - | — |
As of August 21, 2026, LMV EQUITY INVEST posts +2.9% year to date, versus +6.0% for its benchmark MASI RENTABILITE BRUT, an underperformance of 3.1 points. Over three years, the fund shows +68.8% versus +74.4% 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 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 43-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
LMV EQUITY INVEST fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
LMV EQUITY INVEST ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
LMV EQUITY INVEST's weight
Fund assets relative to total market assets.
Funds comparable to LMV EQUITY INVEST
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about LMV EQUITY INVEST
Embed this fund on your website
Display this fund's performance card on your website, updated with every published NAV.
Data updated automatically · last update: August 21, 2026
Compare LMV EQUITY INVEST to 600+ Moroccan funds
Fees, history, full holdings and comparator, with a Yuna subscription.