PATRIMOINE OBLIGATIONS
Medium and long-term bond fund managed by WAFA GESTION, benchmarked against MBI MLT.
Managed by Wafa Gestion: see its asset manager page
PATRIMOINE OBLIGATIONS vs MBI MLT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +0.8% | +0.4% | +0.4 pts |
| 1 year | +0.5% | +0.1% | +0.4 pts |
| 3 years | +15.7% | +17.7% | −2.0 pts |
| 5 years | +12.9% | +13.0% | −0.2 pts |
As of August 21, 2026, PATRIMOINE OBLIGATIONS posts +0.8% year to date, versus +0.4% for its benchmark MBI MLT, an outperformance of 0.4 points. Over three years, the fund shows +15.7% versus +17.7% for the index. The fund represents 24 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 December 31, 2025 (latest published inventory). The full 92-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
PATRIMOINE OBLIGATIONS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
PATRIMOINE OBLIGATIONS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
PATRIMOINE OBLIGATIONS's weight
Fund assets relative to total market assets.
Funds comparable to PATRIMOINE OBLIGATIONS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about PATRIMOINE OBLIGATIONS
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Data updated automatically · last update: August 21, 2026
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