UPLINE PATRIMOINE
Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 75% MBI + 25% MASI RENTABILITE BRUT.
Managed by Upline Capital Management: see its asset manager page
UPLINE PATRIMOINE vs 75% MBI + 25% MASI RENTABILITE BRUT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | +0.4% | +2.0% | −1.7 pts |
| 1 year | −5.7% | −0.2% | −5.6 pts |
| 3 years | +25.5% | +29.8% | −4.3 pts |
| 5 years | +17.2% | - | — |
As of August 21, 2026, UPLINE PATRIMOINE posts +0.4% year to date, versus +2.0% for its benchmark 75% MBI + 25% MASI RENTABILITE BRUT, an underperformance of 1.7 points. Over three years, the fund shows +25.5% versus +29.8% for the index. The fund represents 15 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of August 21, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of March 31, 2025 (latest published inventory). The full 91-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UPLINE PATRIMOINE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UPLINE PATRIMOINE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UPLINE PATRIMOINE's weight
Fund assets relative to total market assets.
Funds comparable to UPLINE PATRIMOINE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UPLINE PATRIMOINE
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Data updated automatically · last update: August 21, 2026
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