UPLINE EQUILIBRE
Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 75% MBI GLOBAL + 25% MASI 20.
Managed by Upline Capital Management: see its asset manager page
UPLINE EQUILIBRE vs 75% MBI GLOBAL + 25% MASI 20
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −3.2% | −1.7% | −1.5 pts |
| 1 year | −7.8% | −4.1% | −3.7 pts |
| 3 years | −10.9% | +22.9% | −33.8 pts |
| 5 years | −14.3% | +17.8% | −32.1 pts |
As of September 11, 2026, UPLINE EQUILIBRE posts −3.2% year to date, versus −1.7% for its benchmark 75% MBI GLOBAL + 25% MASI 20, an underperformance of 1.5 points. Over three years, the fund shows −10.9% versus +22.9% for the index. The fund represents 7 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of September 11, 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 60-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UPLINE EQUILIBRE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UPLINE EQUILIBRE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UPLINE EQUILIBRE's weight
Fund assets relative to total market assets.
Funds comparable to UPLINE EQUILIBRE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UPLINE EQUILIBRE
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Data updated automatically · last update: September 11, 2026
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