UNIVERS OBLIGATIONS
Medium and long-term bond fund managed by WAFA GESTION, benchmarked against 50% MBI MLT + 50% MBI MT.
Managed by Wafa Gestion: see its asset manager page
UNIVERS OBLIGATIONS vs 50% MBI MLT + 50% MBI MT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −0.3% | +0.5% | −0.8 pts |
| 1 year | +1.5% | +0.5% | +1.0 pts |
| 3 years | +14.8% | +13.4% | +1.3 pts |
| 5 years | +17.6% | +12.4% | +5.1 pts |
As of October 9, 2026, UNIVERS OBLIGATIONS posts −0.3% year to date, versus +0.5% for its benchmark 50% MBI MLT + 50% MBI MT, an underperformance of 0.8 points. Over three years, the fund shows +14.8% versus +13.4% for the index. The fund represents 40 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of October 9, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of June 30, 2026 (latest published inventory). The full 10-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UNIVERS OBLIGATIONS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UNIVERS OBLIGATIONS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UNIVERS OBLIGATIONS's weight
Fund assets relative to total market assets.
Funds comparable to UNIVERS OBLIGATIONS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UNIVERS OBLIGATIONS
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Data updated automatically · last update: October 9, 2026
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