FCP ALPHA GLOBAL

Short-term bond fund managed by RED MED ASSET MANAGEMENT, benchmarked against MBI CT.

Classification
Short-term bond
AuM
2.6 bn MAD
Holdings
66
Fund vs its benchmark

FCP ALPHA GLOBAL vs MBI CT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.4%+1.3%+0.1 pts
1 year+2.4%+2.3%+0.1 pts
3 years+10.4%+8.8%+1.6 pts
5 years+13.6%+12.8%+0.8 pts

As of July 10, 2026, FCP ALPHA GLOBAL posts +1.4% year to date, versus +1.3% for its benchmark MBI CT, an outperformance of 0.1 points. Over three years, the fund shows +10.4% versus +8.8% for the index. The fund represents 31 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 30, 2025 to Jul 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 66-holding breakdown is for subscribers.

Top 5 holdings
Liquidité
4.4%
FT Sofac AL III 5Y @2.94% - 2030
3.8%
Tresor FLTG 3Y - 2028
3.2%
CIH 10Y @2.99% - 2028
3.1%
Sofac 5Y @3.25% - 2030
2.8%
Full inventory for subscribers
Top 5 sectors
Financials
64.9%
Consumer Staples
9.0%
Health Care
4.9%
Government
4.4%
Cash & Equivalents
4.4%
More sectors for subscribers

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

Fees

FCP ALPHA GLOBAL 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

FCP ALPHA GLOBAL 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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Short-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

FCP ALPHA GLOBAL's weight

Fund assets relative to total market assets.

Total fund market
31 bps
0.3% of the fund market
Short-term bond class
1.8%
i.e. 179 bps of the short-term bond class
Similar funds

Funds comparable to FCP ALPHA GLOBAL

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

FAQ

Frequently asked questions about FCP ALPHA GLOBAL

What is the benchmark index of FCP ALPHA GLOBAL?
The benchmark index of FCP ALPHA GLOBAL is the MBI CT.
What is the performance of FCP ALPHA GLOBAL in 2026?
As of July 10, 2026, FCP ALPHA GLOBAL is showing a +1.4% performance since the start of 2026.
Who manages FCP ALPHA GLOBAL?
FCP ALPHA GLOBAL is a fund in the Short-term bond category, managed by RED MED ASSET MANAGEMENT.
What are the fees of FCP ALPHA GLOBAL?
Management, subscription and redemption fees for FCP ALPHA GLOBAL 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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