WG HORIZON

Diversified fund managed by WAFA GESTION, benchmarked against 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT.

Classification
Diversified
AuM
241.4 M MAD
Holdings
49
Fund vs its benchmark

WG HORIZON vs 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT

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

PeriodFundBenchmarkSpread
2026 (YTD)+0.0%+0.1%−0.0 pts
1 year−0.5%−0.5%−0.0 pts
3 years+36.7%+28.5%+8.3 pts
5 years+34.9%

As of July 10, 2026, WG HORIZON posts +0.0% year to date, versus +0.1% for its benchmark 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT, an underperformance of 0.0 points. Over three years, the fund shows +36.7% versus +28.5% 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 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 49-holding breakdown is for subscribers.

Top 5 holdings
BDT 5Y @3.30% - 2029
12.6%
BDT 15Y @4.90% - 2038
9.4%
Attijariwafa Bank
8.3%
Sodep-Marsa Maroc
7.3%
BDT 15Y @4.75% - 2040
4.7%
Full inventory for subscribers
Top 5 sectors
Government
40.5%
Financials
24.0%
Industrials
16.3%
Materials
7.5%
Communication Services
3.1%
More sectors for subscribers

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

Fees

WG HORIZON fees

Management, subscription and redemption fees.

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For subscribers
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Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

WG HORIZON ranking

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

Overall ranking
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Diversified class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

WG HORIZON's weight

Fund assets relative to total market assets.

Total fund market
3 bps
0.0% of the fund market
Diversified class
22 bps
0.2% of the diversified class
Similar funds

Funds comparable to WG HORIZON

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

FAQ

Frequently asked questions about WG HORIZON

What is the benchmark index of WG HORIZON?
The benchmark index of WG HORIZON is the 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT.
What is the performance of WG HORIZON in 2026?
As of July 10, 2026, WG HORIZON is showing a +0.0% performance since the start of 2026.
Who manages WG HORIZON?
WG HORIZON is a fund in the Diversified category, managed by WAFA GESTION.
What are the fees of WG HORIZON?
Management, subscription and redemption fees for WG HORIZON are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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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.

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