HORIZON EPARGNE

Equity fund managed by SAHAM CAPITAL GESTION, benchmarked against MASI.

Classification
Equity
AuM
829.3 M MAD
Holdings
48
Fund vs its benchmark

HORIZON EPARGNE vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)−4.2%−2.6%−1.6 pts
1 year−11.8%−7.1%−4.7 pts
3 years+52.2%+51.1%+1.1 pts
5 years+51.5%+43.3%+8.3 pts

As of July 10, 2026, HORIZON EPARGNE posts −4.2% year to date, versus −2.6% for its benchmark MASI, an underperformance of 1.6 points. Over three years, the fund shows +52.2% versus +51.1% for the index. The fund represents 10 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 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 48-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
14.9%
Sodep-Marsa Maroc
8.8%
Itissalat AL Maghrib
6.2%
TGCC
5.1%
Bank OF Africa
4.4%
Full inventory for subscribers
Top 5 sectors
Financials
31.4%
Industrials
22.6%
Materials
12.8%
Communication Services
6.2%
Health Care
6.2%
More sectors for subscribers

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

Fees

HORIZON EPARGNE 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

HORIZON EPARGNE 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

HORIZON EPARGNE's weight

Fund assets relative to total market assets.

Total fund market
10 bps
0.1% of the fund market
Equity class
1.1%
i.e. 111 bps of the equity class
Similar funds

Funds comparable to HORIZON EPARGNE

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

FAQ

Frequently asked questions about HORIZON EPARGNE

What is the benchmark index of HORIZON EPARGNE?
The benchmark index of HORIZON EPARGNE is the MASI.
What is the performance of HORIZON EPARGNE in 2026?
As of July 10, 2026, HORIZON EPARGNE is showing a −4.2% performance since the start of 2026.
Who manages HORIZON EPARGNE?
HORIZON EPARGNE is a fund in the Equity category, managed by SAHAM CAPITAL GESTION.
What are the fees of HORIZON EPARGNE?
Management, subscription and redemption fees for HORIZON EPARGNE 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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