UPLINE RETAIL SERENITE
Short-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 85% MBI CT + 15% MBI MT.
UPLINE RETAIL SERENITE vs 85% MBI CT + 15% MBI MT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
As of July 10, 2026, UPLINE RETAIL SERENITE posts +1.1% year to date, versus +1.3% for its benchmark 85% MBI CT + 15% MBI MT, an underperformance of 0.3 points. Over three years, the fund shows +8.0% versus +9.3% for the index. The fund represents 0 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of July 10, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of December 31, 2025 (latest published inventory). The full 7-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UPLINE RETAIL SERENITE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UPLINE RETAIL SERENITE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UPLINE RETAIL SERENITE's weight
Fund assets relative to total market assets.
Funds comparable to UPLINE RETAIL SERENITE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UPLINE RETAIL SERENITE
Data updated automatically · last update: July 10, 2026
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