WG PERFORMANCE

Diversified fund managed by WAFA GESTION, benchmarked against 15% MASI + 85% MBI MT.

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

WG PERFORMANCE vs 15% MASI + 85% MBI MT

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

PeriodFundBenchmarkSpread
2026 (YTD)+5.1%+0.9%+4.2 pts
1 year+5.5%+0.9%+4.6 pts
3 years+41.9%+17.7%+24.1 pts
5 years+38.5%+18.1%+20.4 pts

As of July 10, 2026, WG PERFORMANCE posts +5.1% year to date, versus +0.9% for its benchmark 15% MASI + 85% MBI MT, an outperformance of 4.2 points. Over three years, the fund shows +41.9% versus +17.7% for the index. The fund represents 2 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 15Y @4.90% - 2038
10.8%
BDT 5Y @3.30% - 2029
6.9%
Attijariwafa Bank
6.8%
Managem
6.2%
BDT 5Y @3.50% - 2029
5.5%
Full inventory for subscribers
Top 5 sectors
Government
33.2%
Financials
21.8%
Materials
21.3%
Industrials
13.1%
Real Estate
3.6%
More sectors for subscribers

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

Fees

WG PERFORMANCE 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 PERFORMANCE 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 PERFORMANCE's weight

Fund assets relative to total market assets.

Total fund market
2 bps
0.0% of the fund market
Diversified class
18 bps
0.2% of the diversified class
Similar funds

Funds comparable to WG PERFORMANCE

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

FAQ

Frequently asked questions about WG PERFORMANCE

What is the benchmark index of WG PERFORMANCE?
The benchmark index of WG PERFORMANCE is the 15% MASI + 85% MBI MT.
What is the performance of WG PERFORMANCE in 2026?
As of July 10, 2026, WG PERFORMANCE is showing a +5.1% performance since the start of 2026.
Who manages WG PERFORMANCE?
WG PERFORMANCE is a fund in the Diversified category, managed by WAFA GESTION.
What are the fees of WG PERFORMANCE?
Management, subscription and redemption fees for WG PERFORMANCE 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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