WG EQUITY FUND

Equity fund managed by WAFA GESTION, benchmarked against MASI.

Managed by Wafa Gestion: see its asset manager page

Classification
Equity
AuM
276.8 M MAD
Holdings
36
Fund vs its benchmark

WG EQUITY FUND vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)+8.7%+3.5%+5.2 pts
1 year−4.1%−4.8%+0.7 pts
3 years+53.7%+60.9%−7.2 pts
5 years+42.9%+49.8%−6.9 pts

As of August 21, 2026, WG EQUITY FUND posts +8.7% year to date, versus +3.5% for its benchmark MASI, an outperformance of 5.2 points. Over three years, the fund shows +53.7% versus +60.9% for the index. The fund represents 3 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of August 21, 2026. Click a period to update the chart.

from Dec 26, 2025 to Aug 24, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of March 31, 2025 (latest published inventory). The full 36-holding breakdown is for subscribers.

Top 3 holdings
Attijariwafa Bank
16.5%
Itissalat AL Maghrib
9.1%
Sodep-Marsa Maroc
8.3%
Full inventory for subscribers
Top 3 sectors
Financials
33.8%
Materials
19.0%
Industrials
13.5%
More sectors for subscribers

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

Fees

WG EQUITY FUND 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

WG EQUITY FUND ranking

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

Overall ranking
#••
Equity class ranking
#••
vs benchmark ranking
#••
For subscribers
See plans
Market share

WG EQUITY FUND's weight

Fund assets relative to total market assets.

Total fund market
3 bps
0.0% of the fund market
Equity class
35 bps
0.3% of the equity class
Similar funds

Funds comparable to WG EQUITY FUND

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

FAQ

Frequently asked questions about WG EQUITY FUND

What is the net asset value (NAV) of WG EQUITY FUND?
As of August 24, 2026, the net asset value of WG EQUITY FUND stands at 1,726 MAD.
What is the performance of WG EQUITY FUND in 2026?
As of August 21, 2026, WG EQUITY FUND is showing a +8.7% performance since the start of 2026.
What is the benchmark index of WG EQUITY FUND?
The benchmark index of WG EQUITY FUND is the MASI.
How much does WG EQUITY FUND have under management?
As of August 21, 2026, WG EQUITY FUND holds 276.8 M MAD in assets under management, or 3 bps of the Moroccan mutual fund (OPCVM) market.
What does WG EQUITY FUND invest in?
As of March 31, 2025, the portfolio of WG EQUITY FUND holds 36 lines. Its three largest positions are Attijariwafa Bank (16.5%), Itissalat AL Maghrib (9.1%) and Sodep-Marsa Maroc (8.3%).
Who manages WG EQUITY FUND?
WG EQUITY FUND is a fund in the equity category, managed by WAFA GESTION.
What are the fees of WG EQUITY FUND?
Management, subscription and redemption fees for WG EQUITY FUND are detailed in the Yuna subscriber area.
Widget

Embed this fund on your website

Display this fund's performance card on your website, updated with every published NAV.

Widget preview
Get the embed code

Data updated automatically · last update: August 21, 2026

YunaYuna

Compare WG EQUITY FUND to 600+ Moroccan funds

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