WAFA ASSURANCE STRATEGIE
Equity fund managed by WAFA GESTION, benchmarked against 70% MASI + 30% MBI MT.
Managed by Wafa Gestion: see its asset manager page
WAFA ASSURANCE STRATEGIE vs 70% MASI + 30% MBI MT
Comparison at the same NAV date (weekly NAV convention for Moroccan funds).
| Period | Fund | Benchmark | Spread |
|---|---|---|---|
| 2026 (YTD) | −6.0% | −5.7% | −0.3 pts |
| 1 year | −9.0% | −6.8% | −2.2 pts |
| 3 years | +31.0% | +29.3% | +1.7 pts |
| 5 years | +20.4% | +24.1% | −3.7 pts |
As of October 9, 2026, WAFA ASSURANCE STRATEGIE posts −6.0% year to date, versus −5.7% for its benchmark 70% MASI + 30% MBI MT, an underperformance of 0.3 points. Over three years, the fund shows +31.0% versus +29.3% for the index. The fund represents 7 bps of the Moroccan fund market.
Net return of the fund
Based on the net asset value. As of October 9, 2026. Click a period to update the chart.
Where the fund is invested
Top positions as of June 30, 2026 (latest published inventory). The full 54-holding breakdown is for subscribers.
GICS sector classification, computed on the fund's latest published inventory.
WAFA ASSURANCE STRATEGIE fees
Management, subscription and redemption fees.
Volatility, Sharpe, drawdown
Risk metrics and tracking error vs the benchmark.
WAFA ASSURANCE STRATEGIE ranking
Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.
WAFA ASSURANCE STRATEGIE's weight
Fund assets relative to total market assets.
Funds comparable to WAFA ASSURANCE STRATEGIE
Other Moroccan funds to explore, with their asset manager and assets under management.
Frequently asked questions about WAFA ASSURANCE STRATEGIE
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Data updated automatically · last update: October 9, 2026
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