UPLINE HORIZON DYNAMIQUE

Short-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 75% MBI CT + 25% MBI MT.

Managed by Upline Capital Management: see its asset manager page

Classification
Short-term bond
AuM
1.2 Bn MAD
Holdings
17
Fund vs its benchmark

UPLINE HORIZON DYNAMIQUE vs 75% MBI CT + 25% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.8%+1.8%−0.0 pts
1 year+2.1%+2.2%−0.1 pts
3 years+8.5%+9.1%−0.7 pts
5 years+12.4%+13.1%−0.6 pts

As of October 9, 2026, UPLINE HORIZON DYNAMIQUE posts +1.8% year to date, versus +1.8% for its benchmark 75% MBI CT + 25% MBI MT, an underperformance of 0.0 points. Over three years, the fund shows +8.5% versus +9.1% for the index. The fund represents 15 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of October 9, 2026. Click a period to update the chart.

from Dec 26, 2025 to Oct 12, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2026 (latest published inventory). The full 17-holding breakdown is for subscribers.

Top 3 holdings
BDT 5Y @2.00% - 2027
21.5%
BDT 2Y @2.85% - 2026
16.0%
BDT 2Y @2.65% - 2027
13.0%
Full inventory for subscribers
Top 3 sectors
Government
75.1%
Financials
20.3%
Cash & Equivalents
4.2%
More sectors for subscribers

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

Fees

UPLINE HORIZON DYNAMIQUE fees

Management, subscription and redemption fees.

••
••••
••
••••
••
••••
For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

••
••••
••
••••
••
••••
••
••••
••
••••
••
••••
For subscribers
See plans
Ranking

UPLINE HORIZON DYNAMIQUE ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

Overall ranking
#••
Short-term bond class ranking
#••
vs benchmark ranking
#••
For subscribers
See plans
Market share

UPLINE HORIZON DYNAMIQUE's weight

Fund assets relative to total market assets.

Total fund market
15 bps
0.1% of the fund market
Short-term bond class
91 bps
0.9% of the short-term bond class
Similar funds

Funds comparable to UPLINE HORIZON DYNAMIQUE

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

FAQ

Frequently asked questions about UPLINE HORIZON DYNAMIQUE

What is the net asset value (NAV) of UPLINE HORIZON DYNAMIQUE?
As of October 12, 2026, the net asset value of UPLINE HORIZON DYNAMIQUE stands at 1,159 MAD.
What is the performance of UPLINE HORIZON DYNAMIQUE in 2026?
As of October 9, 2026, UPLINE HORIZON DYNAMIQUE is showing a +1.8% performance since the start of 2026.
What is the benchmark index of UPLINE HORIZON DYNAMIQUE?
The benchmark index of UPLINE HORIZON DYNAMIQUE is the 75% MBI CT + 25% MBI MT.
How much does UPLINE HORIZON DYNAMIQUE have under management?
As of October 9, 2026, UPLINE HORIZON DYNAMIQUE holds 1.2 Bn MAD in assets under management, or 15 bps of the Moroccan mutual fund (OPCVM) market.
What does UPLINE HORIZON DYNAMIQUE invest in?
As of June 30, 2026, the portfolio of UPLINE HORIZON DYNAMIQUE holds 17 lines. Its three largest positions are BDT 5Y @2.00% - 2027 (21.5%), BDT 2Y @2.85% - 2026 (16.0%) and BDT 2Y @2.65% - 2027 (13.0%).
Who manages UPLINE HORIZON DYNAMIQUE?
UPLINE HORIZON DYNAMIQUE is a fund in the short-term bond (OCT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE HORIZON DYNAMIQUE?
Management, subscription and redemption fees for UPLINE HORIZON DYNAMIQUE are detailed in the Yuna subscriber area.
Widget

Embed this fund on your website

Display this fund's performance card on your website, updated with every published NAV.

Widget preview
Get the embed code

Data updated automatically · last update: October 9, 2026

YunaYuna

Compare UPLINE HORIZON DYNAMIQUE to 600+ Moroccan funds

Fees, history, full holdings and comparator, with a Yuna subscription.