UPLINE BONDS

Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 50% MBI MT + 50% MBI MLT.

Classification
Medium and long-term bond
AuM
1.8 M MAD
Holdings
7
Fund vs its benchmark

UPLINE BONDS vs 50% MBI MT + 50% MBI MLT

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

PeriodFundBenchmarkSpread
2026 (YTD)0.0%+0.8%−0.8 pts
1 year0.0%+1.0%−1.0 pts
3 years+13.6%+15.0%−1.5 pts
5 years+9.8%+13.2%−3.3 pts

As of July 10, 2026, UPLINE BONDS posts 0.0% year to date, versus +0.8% for its benchmark 50% MBI MT + 50% MBI MLT, an underperformance of 0.8 points. Over three years, the fund shows +13.6% versus +15.0% for the index. The fund represents 0 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 30, 2025 to Jul 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 7-holding breakdown is for subscribers.

Top 5 holdings
BDT 30Y @5.50% - 2054
29.7%
BDT 15Y @4.40% - 2027
23.5%
Liquidité
18.4%
BDT 15Y @3.20% - 2031
17.4%
Liquidité
6.0%
Full inventory for subscribers
Top 5 sectors
Government
70.6%
Cash & Equivalents
24.4%
Diversified
5.1%

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

Fees

UPLINE BONDS fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

UPLINE BONDS 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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Medium and long-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

UPLINE BONDS's weight

Fund assets relative to total market assets.

Total fund market
0 bps
0.0% of the fund market
Medium and long-term bond class
0 bps
0.0% of the medium and long-term bond class
Similar funds

Funds comparable to UPLINE BONDS

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

FAQ

Frequently asked questions about UPLINE BONDS

What is the benchmark index of UPLINE BONDS?
The benchmark index of UPLINE BONDS is the 50% MBI MT + 50% MBI MLT.
What is the performance of UPLINE BONDS in 2026?
As of July 10, 2026, UPLINE BONDS is showing a 0.0% performance since the start of 2026.
Who manages UPLINE BONDS?
UPLINE BONDS is a fund in the Medium and long-term bond category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE BONDS?
Management, subscription and redemption fees for UPLINE BONDS 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.

Politique d'utilisation