PATRIMOINE AL MOUSSAHAMA

Equity fund managed by WAFA GESTION, benchmarked against -.

Classification
Equity
AuM
205.7 M MAD
Holdings
42
Fund vs its benchmark

PATRIMOINE AL MOUSSAHAMA vs -

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

PeriodFundBenchmarkSpread
2026 (YTD)+3.5%−2.6%+6.1 pts
1 year−2.1%−6.2%+4.1 pts
3 years+57.7%+52.5%+5.1 pts
5 years+51.3%+44.7%+6.7 pts

As of July 10, 2026, PATRIMOINE AL MOUSSAHAMA posts +3.5% year to date, versus −2.6% for its benchmark -, an outperformance of 6.1 points. Over three years, the fund shows +57.7% versus +52.5% for the index. The fund represents 2 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jul 10, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 42-holding breakdown is for subscribers.

Top 5 holdings
Liquidité
10.5%
Sodep-Marsa Maroc
8.7%
FCP Attijari AL Moucharaka
8.6%
Itissalat AL Maghrib
7.5%
Managem
6.9%
Full inventory for subscribers
Top 5 sectors
Materials
22.7%
Industrials
21.0%
Cash & Equivalents
10.5%
Diversified
8.6%
Communication Services
7.5%
More sectors for subscribers

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

Fees

PATRIMOINE AL MOUSSAHAMA fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

PATRIMOINE AL MOUSSAHAMA 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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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

PATRIMOINE AL MOUSSAHAMA's weight

Fund assets relative to total market assets.

Total fund market
2 bps
0.0% of the fund market
Equity class
27 bps
0.3% of the equity class
Similar funds

Funds comparable to PATRIMOINE AL MOUSSAHAMA

Other Moroccan funds to explore, with their asset manager and assets under management.

FAQ

Frequently asked questions about PATRIMOINE AL MOUSSAHAMA

What is the benchmark index of PATRIMOINE AL MOUSSAHAMA?
The benchmark index of PATRIMOINE AL MOUSSAHAMA is the -.
What is the performance of PATRIMOINE AL MOUSSAHAMA in 2026?
As of July 10, 2026, PATRIMOINE AL MOUSSAHAMA is showing a +3.5% performance since the start of 2026.
Who manages PATRIMOINE AL MOUSSAHAMA?
PATRIMOINE AL MOUSSAHAMA is a fund in the Equity category, managed by WAFA GESTION.
What are the fees of PATRIMOINE AL MOUSSAHAMA?
Management, subscription and redemption fees for PATRIMOINE AL MOUSSAHAMA are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

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