HORIZON EQUITY VALUE

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

Classification
Equity
AuM
29.3 M MAD
Holdings
17
Fund vs its benchmark

HORIZON EQUITY VALUE vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)−8.4%−2.6%−5.8 pts
1 year−13.8%−6.2%−7.6 pts
3 years+40.4%+50.6%−10.2 pts
5 years+40.4%+50.6%−10.2 pts

As of July 10, 2026, HORIZON EQUITY VALUE posts −8.4% year to date, versus −2.6% for its benchmark MASI, an underperformance of 5.8 points. Over three years, the fund shows +40.4% versus +50.6% 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 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 17-holding breakdown is for subscribers.

Top 5 holdings
Attijariwafa Bank
19.3%
BCP
9.8%
CDM
7.8%
CIH
7.6%
Afriquia GAZ
7.6%
Full inventory for subscribers
Top 5 sectors
Financials
61.0%
Information Technology
15.0%
Energy
7.6%
Consumer Discretionary
7.4%
Real Estate
7.1%
More sectors for subscribers

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

Fees

HORIZON EQUITY VALUE 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 EQUITY VALUE 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 EQUITY VALUE's weight

Fund assets relative to total market assets.

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

Funds comparable to HORIZON EQUITY VALUE

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

FAQ

Frequently asked questions about HORIZON EQUITY VALUE

What is the benchmark index of HORIZON EQUITY VALUE?
The benchmark index of HORIZON EQUITY VALUE is the MASI.
What is the performance of HORIZON EQUITY VALUE in 2026?
As of July 10, 2026, HORIZON EQUITY VALUE is showing a −8.4% performance since the start of 2026.
Who manages HORIZON EQUITY VALUE?
HORIZON EQUITY VALUE is a fund in the Equity category, managed by SAHAM CAPITAL GESTION.
What are the fees of HORIZON EQUITY VALUE?
Management, subscription and redemption fees for HORIZON EQUITY VALUE 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.

Politique d'utilisation