UPLINE AVENIR
Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 95% MBI + 5% MASI.
Managed by Upline Capital Management: see its asset manager page
UPLINE AVENIR vs 95% MBI + 5% MASI
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −0.8% | +0.6% | −1.5 pts |
| 1 year | −1.4% | +0.0% | −1.4 pts |
| 3 years | +20.0% | +19.1% | +0.9 pts |
| 5 years | +9.3% | +15.9% | −6.6 pts |
As of August 21, 2026, UPLINE AVENIR posts −0.8% year to date, versus +0.6% for its benchmark 95% MBI + 5% MASI, an underperformance of 1.5 points. Over three years, the fund shows +20.0% versus +19.1% for the index. The fund represents 1.3% 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 104-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UPLINE AVENIR fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UPLINE AVENIR ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UPLINE AVENIR's weight
Fund assets relative to total market assets.
Funds comparable to UPLINE AVENIR
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UPLINE AVENIR
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Data updated automatically · last update: August 21, 2026
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