Winéo Équinoxe

Equity fund managed by WINEO GESTION, benchmarked against MASI.

Classification
Equity
AuM
0.6 M MAD
Holdings
14
Fund vs its benchmark

Winéo Équinoxe vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)+4.5%−2.6%+7.1 pts
1 year+1.2%−3.2%+4.4 pts
3 years+71.9%+57.4%+14.5 pts
5 years+71.7%+49.3%+22.4 pts

As of May 29, 2026, Winéo Équinoxe posts +4.5% year to date, versus −2.6% for its benchmark MASI, an outperformance of 7.1 points. Over three years, the fund shows +71.9% versus +57.4% for the index. The fund represents 0 bps of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of May 29, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jun 4, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 14-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
15.4%
Liquidité
13.9%
Lafargeholcim Maroc
9.2%
FCP Wineo OCT Plus
8.5%
FCP Wineo Oblig CT
8.5%
Full inventory for subscribers
Top 5 sectors
Materials
24.5%
Financials
19.1%
Diversified
16.9%
Cash & Equivalents
13.9%
Industrials
9.7%
More sectors for subscribers

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

Fees

Winéo Équinoxe 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

Winéo Équinoxe 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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Equity class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

Winéo Équinoxe's weight

Fund assets relative to total market assets.

Total fund market
0 bps
0.0% of the fund market
Equity class
0 bps
0.0% of the equity class
Similar funds

Funds comparable to Winéo Équinoxe

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

FAQ

Frequently asked questions about Winéo Équinoxe

What is the benchmark index of Winéo Équinoxe?
The benchmark index of Winéo Équinoxe is the MASI.
What is the performance of Winéo Équinoxe in 2026?
As of May 29, 2026, Winéo Équinoxe is showing a +4.5% performance since the start of 2026.
Who manages Winéo Équinoxe?
Winéo Équinoxe is a fund in the Equity category, managed by WINEO GESTION.
What are the fees of Winéo Équinoxe?
Management, subscription and redemption fees for Winéo Équinoxe are detailed in the Yuna subscriber area.

Data updated automatically · last update: May 29, 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.

Politique d'utilisation