UPLINE CROISSANCE

Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 70% MBI + 30% MASI RENTABILITE BRUT.

Classification
Diversified
AuM
1.1 M MAD
Holdings
9
Fund vs its benchmark

UPLINE CROISSANCE vs 70% MBI + 30% MASI RENTABILITE BRUT

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

PeriodFundBenchmarkSpread
2026 (YTD)−1.8%+0.0%−1.8 pts
1 year−1.3%−0.0%−1.3 pts
3 years+8.1%+31.7%−23.6 pts
5 years+9.2%+37.6%−28.5 pts

As of July 10, 2026, UPLINE CROISSANCE posts −1.8% year to date, versus +0.0% for its benchmark 70% MBI + 30% MASI RENTABILITE BRUT, an underperformance of 1.8 points. Over three years, the fund shows +8.1% versus +31.7% 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 9-holding breakdown is for subscribers.

Top 5 holdings
BDT 30Y @5.50% - 2054
24.1%
BDT 20Y @5.65% - 2035
22.8%
BDT 15Y @5.60% - 2029
20.4%
Liquidité
12.3%
BDT 10Y @3.50% - 2026
9.2%
Full inventory for subscribers
Top 5 sectors
Government
76.4%
Cash & Equivalents
12.3%
Communication Services
8.7%
Industrials
1.6%
Health Care
1.0%

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

Fees

UPLINE CROISSANCE fees

Management, subscription and redemption fees.

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For subscribers
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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 CROISSANCE 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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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

UPLINE CROISSANCE's weight

Fund assets relative to total market assets.

Total fund market
0 bps
0.0% of the fund market
Diversified class
0 bps
0.0% of the diversified class
Similar funds

Funds comparable to UPLINE CROISSANCE

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

FAQ

Frequently asked questions about UPLINE CROISSANCE

What is the benchmark index of UPLINE CROISSANCE?
The benchmark index of UPLINE CROISSANCE is the 70% MBI + 30% MASI RENTABILITE BRUT.
What is the performance of UPLINE CROISSANCE in 2026?
As of July 10, 2026, UPLINE CROISSANCE is showing a −1.8% performance since the start of 2026.
Who manages UPLINE CROISSANCE?
UPLINE CROISSANCE is a fund in the Diversified category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE CROISSANCE?
Management, subscription and redemption fees for UPLINE CROISSANCE 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