UPLINE OPPORTUNITES

Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 80% MBI + 20% MASI.

Managed by Upline Capital Management: see its asset manager page

Classification
Diversified
AuM
2.2 bn MAD
Holdings
76
Fund vs its benchmark

UPLINE OPPORTUNITES vs 80% MBI + 20% MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)+0.6%+0.6%+0.0 pts
1 year−2.3%−0.8%−1.4 pts
3 years+30.4%+24.5%+5.8 pts
5 years+24.1%+20.1%+4.0 pts

As of September 11, 2026, UPLINE OPPORTUNITES posts +0.6% year to date, versus +0.6% for its benchmark 80% MBI + 20% MASI, an outperformance of 0.0 points. Over three years, the fund shows +30.4% versus +24.5% for the index. The fund represents 26 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of September 11, 2026. Click a period to update the chart.

from Dec 26, 2025 to Sep 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of June 30, 2026 (latest published inventory). The full 76-holding breakdown is for subscribers.

Top 3 holdings
OCP @4.03% - Perp
10.8%
ANP 25Y @4.16% - 2044
7.4%
FCP Upline Rendement
6.9%
Full inventory for subscribers
Top 3 sectors
Government
25.2%
Industrials
21.2%
Materials
15.6%
More sectors for subscribers

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

Fees

UPLINE OPPORTUNITES 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 OPPORTUNITES 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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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

UPLINE OPPORTUNITES's weight

Fund assets relative to total market assets.

Total fund market
26 bps
0.3% of the fund market
Diversified class
2.0%
i.e. 196 bps of the diversified class
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FAQ

Frequently asked questions about UPLINE OPPORTUNITES

What is the net asset value (NAV) of UPLINE OPPORTUNITES?
As of September 14, 2026, the net asset value of UPLINE OPPORTUNITES stands at 19,861 MAD.
What is the performance of UPLINE OPPORTUNITES in 2026?
As of September 11, 2026, UPLINE OPPORTUNITES is showing a +0.6% performance since the start of 2026.
What is the benchmark index of UPLINE OPPORTUNITES?
The benchmark index of UPLINE OPPORTUNITES is the 80% MBI + 20% MASI.
How much does UPLINE OPPORTUNITES have under management?
As of September 11, 2026, UPLINE OPPORTUNITES holds 2.2 bn MAD in assets under management, or 26 bps of the Moroccan mutual fund (OPCVM) market.
What does UPLINE OPPORTUNITES invest in?
As of June 30, 2026, the portfolio of UPLINE OPPORTUNITES holds 76 lines. Its three largest positions are OCP @4.03% - Perp (10.8%), ANP 25Y @4.16% - 2044 (7.4%) and FCP Upline Rendement (6.9%).
Who manages UPLINE OPPORTUNITES?
UPLINE OPPORTUNITES is a fund in the diversified category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE OPPORTUNITES?
Management, subscription and redemption fees for UPLINE OPPORTUNITES are detailed in the Yuna subscriber area.
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Data updated automatically · last update: September 11, 2026

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