ATTIJARI VALEURS ESG

Equity fund managed by WAFA GESTION, benchmarked against ESG 10 INDEX.

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

ATTIJARI VALEURS ESG vs ESG 10 INDEX

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.8%+4.1%−2.3 pts
1 year−4.8%−3.2%−1.6 pts
3 years+55.0%+44.3%+10.8 pts
5 years+78.0%

As of July 10, 2026, ATTIJARI VALEURS ESG posts +1.8% year to date, versus +4.1% for its benchmark ESG 10 INDEX, an underperformance of 2.3 points. Over three years, the fund shows +55.0% versus +44.3% for the index. The fund represents 4 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 36-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
18.6%
Bank OF Africa
8.7%
Sodep-Marsa Maroc
8.5%
Itissalat AL Maghrib
7.6%
Managem
6.6%
Full inventory for subscribers
Top 5 sectors
Financials
46.7%
Materials
16.3%
Industrials
14.6%
Consumer Staples
8.2%
Communication Services
7.6%
More sectors for subscribers

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

Fees

ATTIJARI VALEURS ESG 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

ATTIJARI VALEURS ESG 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

ATTIJARI VALEURS ESG's weight

Fund assets relative to total market assets.

Total fund market
4 bps
0.0% of the fund market
Equity class
40 bps
0.4% of the equity class
Similar funds

Funds comparable to ATTIJARI VALEURS ESG

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

FAQ

Frequently asked questions about ATTIJARI VALEURS ESG

What is the benchmark index of ATTIJARI VALEURS ESG?
The benchmark index of ATTIJARI VALEURS ESG is the ESG 10 INDEX.
What is the performance of ATTIJARI VALEURS ESG in 2026?
As of July 10, 2026, ATTIJARI VALEURS ESG is showing a +1.8% performance since the start of 2026.
Who manages ATTIJARI VALEURS ESG?
ATTIJARI VALEURS ESG is a fund in the Equity category, managed by WAFA GESTION.
What are the fees of ATTIJARI VALEURS ESG?
Management, subscription and redemption fees for ATTIJARI VALEURS ESG 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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