UPLINE OBLIG PLUS

Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 50% MBI CT + 50% MBI MLT.

Managed by Upline Capital Management: see its asset manager page

Classification
Medium and long-term bond
AuM
2.8 bn MAD
Holdings
12
Fund vs its benchmark

UPLINE OBLIG PLUS vs 50% MBI CT + 50% MBI MLT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.3%+1.0%+0.4 pts
1 year+1.5%+1.2%+0.4 pts
3 years+19.6%+13.0%+6.6 pts
5 years+18.7%+13.1%+5.7 pts

As of August 21, 2026, UPLINE OBLIG PLUS posts +1.3% year to date, versus +1.0% for its benchmark 50% MBI CT + 50% MBI MLT, an outperformance of 0.4 points. Over three years, the fund shows +19.6% versus +13.0% for the index. The fund represents 32 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 30, 2025 to Aug 27, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 12-holding breakdown is for subscribers.

Top 3 holdings
BDT 5Y @2.00% - 2027
37.8%
BDT 10Y @3.30% - 2028
27.4%
BDT 10Y @4.20% - 2033
19.0%
Full inventory for subscribers
Top 3 sectors
Government
92.7%
Industrials
4.6%
Cash & Equivalents
1.8%
More sectors for subscribers

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

Fees

UPLINE OBLIG PLUS 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 PLUS 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 OBLIG PLUS's weight

Fund assets relative to total market assets.

Total fund market
32 bps
0.3% of the fund market
Medium and long-term bond class
77 bps
0.8% of the medium and long-term bond class
Similar funds

Funds comparable to UPLINE OBLIG PLUS

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

FAQ

Frequently asked questions about UPLINE OBLIG PLUS

What is the net asset value (NAV) of UPLINE OBLIG PLUS?
As of August 27, 2026, the net asset value of UPLINE OBLIG PLUS stands at 1,809 MAD.
What is the performance of UPLINE OBLIG PLUS in 2026?
As of August 21, 2026, UPLINE OBLIG PLUS is showing a +1.3% performance since the start of 2026.
What is the benchmark index of UPLINE OBLIG PLUS?
The benchmark index of UPLINE OBLIG PLUS is the 50% MBI CT + 50% MBI MLT.
How much does UPLINE OBLIG PLUS have under management?
As of August 21, 2026, UPLINE OBLIG PLUS holds 2.8 bn MAD in assets under management, or 32 bps of the Moroccan mutual fund (OPCVM) market.
What does UPLINE OBLIG PLUS invest in?
As of December 31, 2025, the portfolio of UPLINE OBLIG PLUS holds 12 lines. Its three largest positions are BDT 5Y @2.00% - 2027 (37.8%), BDT 10Y @3.30% - 2028 (27.4%) and BDT 10Y @4.20% - 2033 (19.0%).
Who manages UPLINE OBLIG PLUS?
UPLINE OBLIG PLUS is a fund in the medium and long-term bond (OMLT) category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE OBLIG PLUS?
Management, subscription and redemption fees for UPLINE OBLIG PLUS are detailed in the Yuna subscriber area.
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Data updated automatically · last update: August 21, 2026

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