WG HORIZON

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

Managed by Wafa Gestion: see its asset manager page

Classification
Diversified
AuM
252.1 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)+4.5%+2.0%+2.5 pts
1 year+0.9%−0.1%+1.0 pts
3 years+41.8%+30.1%+11.7 pts
5 years+40.1%-

As of August 21, 2026, WG HORIZON posts +4.5% year to date, versus +2.0% for its benchmark 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT, an outperformance of 2.5 points. Over three years, the fund shows +41.8% versus +30.1% 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 December 31, 2025 (latest published inventory). The full 49-holding breakdown is for subscribers.

Top 3 holdings
BDT 5Y @3.30% - 2029
12.6%
BDT 15Y @4.90% - 2038
9.4%
Attijariwafa Bank
8.3%
Full inventory for subscribers
Top 3 sectors
Government
40.5%
Financials
24.0%
Industrials
16.3%
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
See plans
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 net asset value (NAV) of WG HORIZON?
As of August 24, 2026, the net asset value of WG HORIZON stands at 17,961 MAD.
What is the performance of WG HORIZON in 2026?
As of August 21, 2026, WG HORIZON is showing a +4.5% performance since the start of 2026.
What is the benchmark index of WG HORIZON?
The benchmark index of WG HORIZON is the 75% MBI GLOBAL + 25% MASI RENTABILITE BRUT.
How much does WG HORIZON have under management?
As of August 21, 2026, WG HORIZON holds 252.1 M MAD in assets under management, or 3 bps of the Moroccan mutual fund (OPCVM) market.
What does WG HORIZON invest in?
As of December 31, 2025, the portfolio of WG HORIZON holds 49 lines. Its three largest positions are BDT 5Y @3.30% - 2029 (12.6%), BDT 15Y @4.90% - 2038 (9.4%) and Attijariwafa Bank (8.3%).
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.
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Data updated automatically · last update: August 21, 2026

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