UPLINE OBLIG

Short-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 80% MBI CT + 20% MBI MT.

Managed by Upline Capital Management: see its asset manager page

Classification
Short-term bond
AuM
6.0 Bn MAD
Holdings
90
Fund vs its benchmark

UPLINE OBLIG vs 80% MBI CT + 20% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+2.2%+1.8%+0.4 pts
1 year+2.7%+2.2%+0.5 pts
3 years+10.4%+9.0%+1.4 pts
5 years+15.8%+13.1%+2.8 pts

As of October 9, 2026, UPLINE OBLIG posts +2.2% year to date, versus +1.8% for its benchmark 80% MBI CT + 20% MBI MT, an outperformance of 0.4 points. Over three years, the fund shows +10.4% versus +9.0% for the index. The fund represents 73 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 90-holding breakdown is for subscribers.

Top 3 holdings
OCP Nutricrops 5Y @2.92% - 2030
5.9%
OCP @3.28% - Perp
5.7%
Créances
5.2%
Full inventory for subscribers
Top 3 sectors
Financials
53.8%
Materials
14.9%
Cash & Equivalents
7.8%
More sectors for subscribers

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

Fees

UPLINE OBLIG 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 OBLIG 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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Short-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

UPLINE OBLIG's weight

Fund assets relative to total market assets.

Total fund market
73 bps
0.7% of the fund market
Short-term bond class
4.5%
i.e. 451 bps of the short-term bond class
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FAQ

Frequently asked questions about UPLINE OBLIG

What is the net asset value (NAV) of UPLINE OBLIG?
As of October 12, 2026, the net asset value of UPLINE OBLIG stands at 2,167 MAD.
What is the performance of UPLINE OBLIG in 2026?
As of October 9, 2026, UPLINE OBLIG is showing a +2.2% performance since the start of 2026.
What is the benchmark index of UPLINE OBLIG?
The benchmark index of UPLINE OBLIG is the 80% MBI CT + 20% MBI MT.
How much does UPLINE OBLIG have under management?
As of October 9, 2026, UPLINE OBLIG holds 6.0 Bn MAD in assets under management, or 73 bps of the Moroccan mutual fund (OPCVM) market.
What does UPLINE OBLIG invest in?
As of June 30, 2026, the portfolio of UPLINE OBLIG holds 90 lines. Its three largest positions are OCP Nutricrops 5Y @2.92% - 2030 (5.9%), OCP @3.28% - Perp (5.7%) and Créances (5.2%).
Who manages UPLINE OBLIG?
UPLINE OBLIG is a fund in the short-term bond (OCT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE OBLIG?
Management, subscription and redemption fees for UPLINE OBLIG are detailed in the Yuna subscriber area.
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Data updated automatically · last update: October 9, 2026

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