UPLINE PROTECTION DYNAMIQUE

Diversified fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against -.

Classification
Diversified
AuM
560.2 M MAD
Holdings
36
Fund vs its benchmark

UPLINE PROTECTION DYNAMIQUE vs -

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.9%−0.5%−0.4 pts
1 year−1.4%−1.3%−0.0 pts
3 years+16.4%+27.8%−11.4 pts
5 years+15.6%+19.9%−4.3 pts

As of July 10, 2026, UPLINE PROTECTION DYNAMIQUE posts −0.9% year to date, versus −0.5% for its benchmark -, an underperformance of 0.4 points. Over three years, the fund shows +16.4% versus +27.8% for the index. The fund represents 7 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 36-holding breakdown is for subscribers.

Top 5 holdings
BDT 2Y @3.35% - 2026
69.8%
Liquidité
5.2%
Attijariwafa Bank
3.7%
Sodep-Marsa Maroc
2.7%
Itissalat AL Maghrib
2.0%
Full inventory for subscribers
Top 5 sectors
Government
69.8%
Financials
7.9%
Industrials
5.9%
Cash & Equivalents
5.2%
Materials
3.4%
More sectors for subscribers

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

Fees

UPLINE PROTECTION DYNAMIQUE fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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Ranking

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

UPLINE PROTECTION DYNAMIQUE's weight

Fund assets relative to total market assets.

Total fund market
7 bps
0.1% of the fund market
Diversified class
51 bps
0.5% of the diversified class
Similar funds

Funds comparable to UPLINE PROTECTION DYNAMIQUE

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

FAQ

Frequently asked questions about UPLINE PROTECTION DYNAMIQUE

What is the benchmark index of UPLINE PROTECTION DYNAMIQUE?
The benchmark index of UPLINE PROTECTION DYNAMIQUE is the -.
What is the performance of UPLINE PROTECTION DYNAMIQUE in 2026?
As of July 10, 2026, UPLINE PROTECTION DYNAMIQUE is showing a −0.9% performance since the start of 2026.
Who manages UPLINE PROTECTION DYNAMIQUE?
UPLINE PROTECTION DYNAMIQUE is a fund in the Diversified category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE PROTECTION DYNAMIQUE?
Management, subscription and redemption fees for UPLINE PROTECTION 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