UPLINE RETAIL SERENITE PLUS
Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 75% MBI MT + 25% MBI MLT.
UPLINE RETAIL SERENITE PLUS vs 75% MBI MT + 25% MBI MLT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
As of July 10, 2026, UPLINE RETAIL SERENITE PLUS posts +1.2% year to date, versus +1.1% for its benchmark 75% MBI MT + 25% MBI MLT, an outperformance of 0.1 points. Over three years, the fund shows +9.7% versus +13.6% 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 6-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
UPLINE RETAIL SERENITE PLUS fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
UPLINE RETAIL SERENITE PLUS ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
UPLINE RETAIL SERENITE PLUS's weight
Fund assets relative to total market assets.
Funds comparable to UPLINE RETAIL SERENITE PLUS
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about UPLINE RETAIL SERENITE PLUS
Data updated automatically · last update: July 10, 2026
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