STERLING EQUITY

Equity fund managed by STERLING ASSET MANAGEMENT, benchmarked against MASI.

Classification
Equity
AuM
809.5 M MAD
Holdings
0
Fund vs its benchmark

STERLING EQUITY vs MASI

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

PeriodFundBenchmarkSpread
2026 (YTD)−0.1%−2.6%+2.6 pts
1 year−4.9%−4.6%−0.3 pts
3 years−4.9%−4.6%−0.3 pts
5 years−4.9%−4.6%−0.3 pts

As of July 10, 2026, STERLING EQUITY posts −0.1% year to date, versus −2.6% for its benchmark MASI, an outperformance of 2.6 points. Over three years, the fund shows −4.9% versus −4.6% 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 30, 2025 to Jul 14, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of (latest published inventory). The full 0-holding breakdown is for subscribers.

Top 5 holdings
Top 5 sectors

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

Fees

STERLING EQUITY 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

STERLING EQUITY 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
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Market share

STERLING EQUITY'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. 108 bps of the equity class
Similar funds

Funds comparable to STERLING EQUITY

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

FAQ

Frequently asked questions about STERLING EQUITY

What is the benchmark index of STERLING EQUITY?
The benchmark index of STERLING EQUITY is the MASI.
What is the performance of STERLING EQUITY in 2026?
As of July 10, 2026, STERLING EQUITY is showing a −0.1% performance since the start of 2026.
Who manages STERLING EQUITY?
STERLING EQUITY is a fund in the Equity category, managed by STERLING ASSET MANAGEMENT.
What are the fees of STERLING EQUITY?
Management, subscription and redemption fees for STERLING EQUITY 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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