MAROGEST SECUR RENDEMENT

Medium and long-term bond fund managed by MAROGEST, benchmarked against 100% MBI GLOBAL.

Managed by Marogest: see its asset manager page

Classification
Medium and long-term bond
AuM
545.2 M MAD
Holdings
26
Fund vs its benchmark

MAROGEST SECUR RENDEMENT vs 100% MBI GLOBAL

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.1%+0.4%−0.5 pts
1 year−1.0%+0.2%−1.2 pts
3 years+13.4%+11.7%+1.7 pts
5 years+13.4%+11.7%+1.7 pts

As of August 21, 2026, MAROGEST SECUR RENDEMENT posts −0.1% year to date, versus +0.4% for its benchmark 100% MBI GLOBAL, an underperformance of 0.5 points. Over three years, the fund shows +13.4% versus +11.7% for the index. The fund represents 6 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 26, 2025 to Aug 24, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 26-holding breakdown is for subscribers.

Top 3 holdings
BDT 30Y @4.50% - 2055
12.5%
BDT 10Y @2.30% - 2031
11.9%
BDT 20Y @5.85% - 2034
10.0%
Full inventory for subscribers
Top 3 sectors
Government
72.1%
Financials
14.3%
Diversified
9.9%
More sectors for subscribers

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

Fees

MAROGEST SECUR RENDEMENT fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

MAROGEST SECUR RENDEMENT 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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Medium and long-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

MAROGEST SECUR RENDEMENT's weight

Fund assets relative to total market assets.

Total fund market
6 bps
0.1% of the fund market
Medium and long-term bond class
15 bps
0.2% of the medium and long-term bond class
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FAQ

Frequently asked questions about MAROGEST SECUR RENDEMENT

What is the net asset value (NAV) of MAROGEST SECUR RENDEMENT?
As of August 24, 2026, the net asset value of MAROGEST SECUR RENDEMENT stands at 1,134 MAD.
What is the performance of MAROGEST SECUR RENDEMENT in 2026?
As of August 21, 2026, MAROGEST SECUR RENDEMENT is showing a −0.1% performance since the start of 2026.
What is the benchmark index of MAROGEST SECUR RENDEMENT?
The benchmark index of MAROGEST SECUR RENDEMENT is the 100% MBI GLOBAL.
How much does MAROGEST SECUR RENDEMENT have under management?
As of August 21, 2026, MAROGEST SECUR RENDEMENT holds 545.2 M MAD in assets under management, or 6 bps of the Moroccan mutual fund (OPCVM) market.
What does MAROGEST SECUR RENDEMENT invest in?
As of December 31, 2025, the portfolio of MAROGEST SECUR RENDEMENT holds 26 lines. Its three largest positions are BDT 30Y @4.50% - 2055 (12.5%), BDT 10Y @2.30% - 2031 (11.9%) and BDT 20Y @5.85% - 2034 (10.0%).
Who manages MAROGEST SECUR RENDEMENT?
MAROGEST SECUR RENDEMENT is a fund in the medium and long-term bond (OMLT) category, managed by MAROGEST.
What are the fees of MAROGEST SECUR RENDEMENT?
Management, subscription and redemption fees for MAROGEST SECUR RENDEMENT are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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