UPLINE SECURE PLUS

Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 100% MBI MT.

Classification
Medium and long-term bond
AuM
2.3 bn MAD
Holdings
35
Fund vs its benchmark

UPLINE SECURE PLUS vs 100% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+0.1%+1.3%−1.3 pts
1 year+0.5%+1.9%−1.4 pts
3 years+15.0%+12.0%+3.0 pts
5 years+10.4%+13.2%−2.9 pts

As of July 10, 2026, UPLINE SECURE PLUS posts +0.1% year to date, versus +1.3% for its benchmark 100% MBI MT, an underperformance of 1.3 points. Over three years, the fund shows +15.0% versus +12.0% for the index. The fund represents 27 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 35-holding breakdown is for subscribers.

Top 5 holdings
Tresor FLTG 6Y - 2031
11.4%
BDT 10Y @2.30% - 2031
11.1%
BDT 15Y @5.60% - 2029
8.7%
BDT 5Y @2.00% - 2026
7.0%
BDT 10Y @3.30% - 2028
5.9%
Full inventory for subscribers
Top 5 sectors
Government
96.2%
Cash & Equivalents
3.5%
Industrials
0.3%

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

Fees

UPLINE SECURE PLUS fees

Management, subscription and redemption fees.

••
••••
••
••••
••
••••
For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

••
••••
••
••••
••
••••
••
••••
••
••••
••
••••
For subscribers
See plans
Ranking

UPLINE SECURE PLUS ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

Overall ranking
#••
Medium and long-term bond class ranking
#••
vs benchmark ranking
#••
For subscribers
See plans
Market share

UPLINE SECURE PLUS's weight

Fund assets relative to total market assets.

Total fund market
27 bps
0.3% of the fund market
Medium and long-term bond class
63 bps
0.6% of the medium and long-term bond class
Similar funds

Funds comparable to UPLINE SECURE PLUS

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

FAQ

Frequently asked questions about UPLINE SECURE PLUS

What is the benchmark index of UPLINE SECURE PLUS?
The benchmark index of UPLINE SECURE PLUS is the 100% MBI MT.
What is the performance of UPLINE SECURE PLUS in 2026?
As of July 10, 2026, UPLINE SECURE PLUS is showing a +0.1% performance since the start of 2026.
Who manages UPLINE SECURE PLUS?
UPLINE SECURE PLUS is a fund in the Medium and long-term bond category, managed by UPLINE CAPITAL MANAGEMENT.
What are the fees of UPLINE SECURE PLUS?
Management, subscription and redemption fees for UPLINE SECURE PLUS are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

YunaYuna

Compare UPLINE SECURE PLUS to 600+ Moroccan funds

Fees, history, full holdings, alerts and comparator, with a Yuna subscription.

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