UPLINE AVENIR

Medium and long-term bond fund managed by UPLINE CAPITAL MANAGEMENT, benchmarked against 40% MBI MT + 60% MBI MLT.

UPLINE AVENIR vs 40% MBI MT + 60% MBI MLT

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

As of July 10, 2026, UPLINE AVENIR posts −1.2% year to date, versus +0.7% for its benchmark 40% MBI MT + 60% MBI MLT, an underperformance of 1.9 points. Over three years, the fund shows +20.3% versus +15.7% for the index. The fund represents 1.3% of the Moroccan fund market.

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 104-holding breakdown is for subscribers.

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

UPLINE AVENIR fees

Management, subscription and redemption fees.

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

UPLINE AVENIR ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

UPLINE AVENIR's weight

Fund assets relative to total market assets.

Funds comparable to UPLINE AVENIR

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

Frequently asked questions about UPLINE AVENIR