UPLINE HORIZON

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
11.0 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)+0.5%+0.2%+0.2 pts
1 year+0.4%−0.1%+0.5 pts
3 years+13.3%+16.7%−3.4 pts
5 years+13.1%+13.7%−0.6 pts

As of September 11, 2026, UPLINE HORIZON posts +0.5% year to date, versus +0.2% for its benchmark MBI GLOBAL, an outperformance of 0.2 points. Over three years, the fund shows +13.3% versus +16.7% 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 September 11, 2026. Click a period to update the chart.

from Dec 26, 2025 to Sep 14, 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
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 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
See plans
Market share

UPLINE HORIZON's weight

Fund assets relative to total market assets.

Total fund market
1.3%
i.e. 129 bps of the fund market
Medium and long-term bond class
3.1%
i.e. 309 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 September 14, 2026, the net asset value of UPLINE HORIZON stands at 16,266 MAD.
What is the performance of UPLINE HORIZON in 2026?
As of September 11, 2026, UPLINE HORIZON is showing a +0.5% 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 September 11, 2026, UPLINE HORIZON holds 11.0 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: September 11, 2026

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