PATRIMOINE ACTIONS
Equity fund managed by WAFA GESTION, benchmarked against MASI.
PATRIMOINE ACTIONS vs MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
As of July 10, 2026, PATRIMOINE ACTIONS posts +0.2% year to date, versus −2.6% for its benchmark MASI, an outperformance of 2.8 points. Over three years, the fund shows +54.4% versus +54.4% for the index. The fund represents 27 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 December 31, 2025 (latest published inventory). The full 35-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
PATRIMOINE ACTIONS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
PATRIMOINE ACTIONS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
PATRIMOINE ACTIONS's weight
Fund assets relative to total market assets.
Funds comparable to PATRIMOINE ACTIONS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about PATRIMOINE ACTIONS
Data updated automatically · last update: July 10, 2026
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