UPLINE OBLIG DYNAMIQUE

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

Classification
Short-term bond
AuM
1.5 bn MAD
Holdings
43
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)+1.8%+0.9%+0.9 pts
1 year+3.0%+1.1%+1.9 pts
3 years+10.5%−13.0%+23.5 pts
5 years+14.5%+39.3%−24.8 pts

As of July 10, 2026, UPLINE OBLIG DYNAMIQUE posts +1.8% year to date, versus +0.9% for its benchmark 65% TMP + 35% MBI MT, an outperformance of 0.9 points. Over three years, the fund shows +10.5% versus −13.0% for the index. The fund represents 18 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jul 10, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 43-holding breakdown is for subscribers.

Top 5 holdings
BCP @5.12% - Perp
9.3%
ATW 2Y @3.55% - 2026
7.6%
CDM 2Y @2.51% - 2027
6.8%
SGMB 18M @3.03% - 2026
4.5%
Bmce @5.52% - Perp
4.1%
Full inventory for subscribers
Top 5 sectors
Financials
85.7%
Government
11.1%
Cash & Equivalents
3.2%

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
18 bps
0.2% of the fund market
Short-term bond class
1.1%
i.e. 106 bps of the short-term bond class
Similar funds

Funds comparable to UPLINE OBLIG DYNAMIQUE

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

FAQ

Frequently asked questions about UPLINE OBLIG DYNAMIQUE

What is the benchmark index of UPLINE OBLIG DYNAMIQUE?
The benchmark index of UPLINE OBLIG DYNAMIQUE is the 65% TMP + 35% MBI MT.
What is the performance of UPLINE OBLIG DYNAMIQUE in 2026?
As of July 10, 2026, UPLINE OBLIG DYNAMIQUE is showing a +1.8% performance since the start of 2026.
Who manages UPLINE OBLIG DYNAMIQUE?
UPLINE OBLIG DYNAMIQUE is a fund in the Short-term bond 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.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

Politique d'utilisation