PALMARES FINANCIERES

Diversified fund managed by WAFA GESTION, benchmarked against 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT.

PALMARES FINANCIERES vs 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT

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

As of July 10, 2026, PALMARES FINANCIERES posts +0.1% year to date, versus +0.0% for its benchmark 70% MBI GLOBAL + 30% MASI RENTABILITE BRUT, an outperformance of 0.1 points. Over three years, the fund shows +10.5% versus +30.7% 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 July 10, 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