UPLINE OBLIG DYNAMIQUE

Short-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 65% TMP + 35% MBI MT.

Managed by Upline Capital Management: see its asset manager page

Classification
Short-term bond
AuM
1.1 Bn MAD
Holdings
37
Fund vs its benchmark

UPLINE OBLIG DYNAMIQUE vs 65% TMP + 35% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+2.5%+1.4%+1.1 pts
1 year+3.1%+1.4%+1.7 pts
3 years+10.4%−12.9%+23.3 pts
5 years+14.9%+39.8%−24.8 pts

As of October 9, 2026, UPLINE OBLIG DYNAMIQUE posts +2.5% year to date, versus +1.4% for its benchmark 65% TMP + 35% MBI MT, an outperformance of 1.1 points. Over three years, the fund shows +10.4% versus −12.9% for the index. The fund represents 14 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 9, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2026 (latest published inventory). The full 37-holding breakdown is for subscribers.

Top 3 holdings
BCP @5.12% - Perp
14.7%
CDM 2Y @2.51% - 2027
6.6%
Créances
6.5%
Full inventory for subscribers
Top 3 sectors
Financials
80.2%
Cash & Equivalents
15.6%
Government
4.2%

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

Fees

UPLINE OBLIG DYNAMIQUE 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 DYNAMIQUE 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 DYNAMIQUE's weight

Fund assets relative to total market assets.

Total fund market
14 bps
0.1% of the fund market
Short-term bond class
85 bps
0.8% of the short-term bond class
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FAQ

Frequently asked questions about UPLINE OBLIG DYNAMIQUE

What is the net asset value (NAV) of UPLINE OBLIG DYNAMIQUE?
As of October 9, 2026, the net asset value of UPLINE OBLIG DYNAMIQUE stands at 1,187 MAD.
What is the performance of UPLINE OBLIG DYNAMIQUE in 2026?
As of October 9, 2026, UPLINE OBLIG DYNAMIQUE is showing a +2.5% performance since the start of 2026.
What is the benchmark index of UPLINE OBLIG DYNAMIQUE?
The benchmark index of UPLINE OBLIG DYNAMIQUE is the 65% TMP + 35% MBI MT.
How much does UPLINE OBLIG DYNAMIQUE have under management?
As of October 9, 2026, UPLINE OBLIG DYNAMIQUE holds 1.1 Bn MAD in assets under management, or 14 bps of the Moroccan mutual fund (OPCVM) market.
What does UPLINE OBLIG DYNAMIQUE invest in?
As of June 30, 2026, the portfolio of UPLINE OBLIG DYNAMIQUE holds 37 lines. Its three largest positions are BCP @5.12% - Perp (14.7%), CDM 2Y @2.51% - 2027 (6.6%) and Créances (6.5%).
Who manages UPLINE OBLIG DYNAMIQUE?
UPLINE OBLIG DYNAMIQUE is a fund in the short-term bond (OCT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE OBLIG DYNAMIQUE?
Management, subscription and redemption fees for UPLINE OBLIG DYNAMIQUE are detailed in the Yuna subscriber area.
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Data updated automatically · last update: October 9, 2026

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