SANAD SERENITY
Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against MBI GLOBAL.
Managed by Upline Capital Management: see its asset manager page
SANAD SERENITY vs MBI GLOBAL
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −3.9% | +0.4% | −4.3 pts |
| 1 year | −4.5% | +0.2% | −4.7 pts |
| 3 years | +9.0% | +17.1% | −8.1 pts |
| 5 years | −2.1% | +14.1% | −16.2 pts |
As of August 21, 2026, SANAD SERENITY posts −3.9% year to date, versus +0.4% for its benchmark MBI GLOBAL, an underperformance of 4.3 points. Over three years, the fund shows +9.0% versus +17.1% for the index. The fund represents 16 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 38-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
SANAD SERENITY fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
SANAD SERENITY ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
SANAD SERENITY's weight
Fund assets relative to total market assets.
Funds comparable to SANAD SERENITY
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about SANAD SERENITY
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Data updated automatically · last update: August 21, 2026
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