HORIZON OBLI BANQUES

Short-term bond fund managed by SAHAM CAPITAL GESTION, benchmarked against MBI CT.

Classification
Short-term bond
AuM
594.5 M MAD
Holdings
48
Fund vs its benchmark

HORIZON OBLI BANQUES 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+2.3%+2.3%+0.1 pts
3 years+9.8%+8.8%+1.1 pts
5 years−88.6%+12.8%−101.4 pts

As of July 10, 2026, HORIZON OBLI BANQUES 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 +9.8% versus +8.8% for the index. The fund represents 7 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 29, 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
BDT 2Y @2.85% - 2026
7.1%
BDT 10Y @3.30% - 2028
4.7%
BCP 10Y @2.94% - 2028
4.6%
BDT 15Y @4.40% - 2027
4.4%
BDT 2Y @2.65% - 2027
4.2%
Full inventory for subscribers
Top 5 sectors
Financials
58.7%
Government
41.3%
Cash & Equivalents
0.0%

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

Fees

HORIZON OBLI BANQUES 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 OBLI BANQUES 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

HORIZON OBLI BANQUES's weight

Fund assets relative to total market assets.

Total fund market
7 bps
0.1% of the fund market
Short-term bond class
41 bps
0.4% of the short-term bond class
Similar funds

Funds comparable to HORIZON OBLI BANQUES

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

FAQ

Frequently asked questions about HORIZON OBLI BANQUES

What is the benchmark index of HORIZON OBLI BANQUES?
The benchmark index of HORIZON OBLI BANQUES is the MBI CT.
What is the performance of HORIZON OBLI BANQUES in 2026?
As of July 10, 2026, HORIZON OBLI BANQUES is showing a +1.4% performance since the start of 2026.
Who manages HORIZON OBLI BANQUES?
HORIZON OBLI BANQUES is a fund in the Short-term bond category, managed by SAHAM CAPITAL GESTION.
What are the fees of HORIZON OBLI BANQUES?
Management, subscription and redemption fees for HORIZON OBLI BANQUES 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