UPLINE HORIZON

As of October 29, 2026, the net asset value of UPLINE HORIZON stands at 16,148 MAD. Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against MBI GLOBAL.

Managed by Upline Capital Management: see its asset manager page

Classification
Medium and long-term bond
AuM
10.9 Bn MAD
Holdings
42
Fund vs its benchmark

UPLINE HORIZON vs MBI GLOBAL

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.4%−1.1%+0.7 pts
1 year−0.0%−0.9%+0.9 pts
3 years+11.5%+14.4%−2.9 pts
5 years+12.0%+12.0%−0.0 pts

As of October 23, 2026, UPLINE HORIZON posts −0.4% year to date, versus −1.1% for its benchmark MBI GLOBAL, an outperformance of 0.7 points. Over three years, the fund shows +11.5% versus +14.4% for the index. The fund represents 1.3% of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of October 23, 2026. Click a period to update the chart.

from Dec 30, 2025 to Oct 29, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2026 (latest published inventory). The full 42-holding breakdown is for subscribers.

Top 3 holdings
BDT 10Y @4.30% - 2034
9.8%
BDT 10Y @3.35% - 2029
8.9%
BDT 10Y @2.30% - 2031
7.7%
Full inventory for subscribers
Top 3 sectors
Government
78.0%
Materials
7.7%
Diversified
6.5%
More sectors for subscribers

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

Fees

UPLINE HORIZON 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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Ranking

UPLINE HORIZON 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
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Market share

UPLINE HORIZON's weight

Fund assets relative to total market assets.

Total fund market
1.3%
i.e. 131 bps of the fund market
Medium and long-term bond class
3.1%
i.e. 312 bps of the medium and long-term bond class
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FAQ

Frequently asked questions about UPLINE HORIZON

What is the net asset value (NAV) of UPLINE HORIZON?
As of October 29, 2026, the net asset value of UPLINE HORIZON stands at 16,148 MAD.
What is the performance of UPLINE HORIZON in 2026?
As of October 23, 2026, UPLINE HORIZON is showing a −0.4% performance since the start of 2026.
What is the benchmark index of UPLINE HORIZON?
The benchmark index of UPLINE HORIZON is the MBI GLOBAL.
How much does UPLINE HORIZON have under management?
As of October 23, 2026, UPLINE HORIZON holds 10.9 Bn MAD in assets under management, or 1.3% of the Moroccan mutual fund (OPCVM) market.
What does UPLINE HORIZON invest in?
As of June 30, 2026, the portfolio of UPLINE HORIZON holds 42 lines. Its three largest positions are BDT 10Y @4.30% - 2034 (9.8%), BDT 10Y @3.35% - 2029 (8.9%) and BDT 10Y @2.30% - 2031 (7.7%).
Who manages UPLINE HORIZON?
UPLINE HORIZON is a fund in the medium and long-term bond (OMLT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE HORIZON?
Management, subscription and redemption fees for UPLINE HORIZON are detailed in the Yuna subscriber area.
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Data updated automatically · last update: October 23, 2026

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