PALMARES FINANCIERES
Diversified fund managed by WAFA GESTION, benchmarked against 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT.
Managed by Wafa Gestion: see its asset manager page
PALMARES FINANCIERES vs 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +4.3% | +2.4% | +1.9 pts |
| 1 year | −5.3% | −0.2% | −5.1 pts |
| 3 years | +14.2% | +32.8% | −18.6 pts |
| 5 years | +2.0% | - | — |
As of August 21, 2026, PALMARES FINANCIERES posts +4.3% year to date, versus +2.4% for its benchmark 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT, an outperformance of 1.9 points. Over three years, the fund shows +14.2% versus +32.8% 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 August 21, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of March 31, 2025 (latest published inventory). The full 46-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
PALMARES FINANCIERES fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
PALMARES FINANCIERES ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
PALMARES FINANCIERES's weight
Fund assets relative to total market assets.
Funds comparable to PALMARES FINANCIERES
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about PALMARES FINANCIERES
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 PALMARES FINANCIERES to 600+ Moroccan funds
Fees, history, full holdings and comparator, with a Yuna subscription.