WINEO OCT PLUS

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

Classification
Short-term bond
AuM
176.9 M MAD
Holdings
31
Fund vs its benchmark

WINEO OCT PLUS vs MBI CT

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

PeriodFundBenchmarkSpread
2026 (YTD)+1.7%+1.3%+0.4 pts
1 year+2.8%+2.3%+0.5 pts
3 years+7.1%+5.3%+1.8 pts
5 years+7.1%+5.3%+1.8 pts

As of July 10, 2026, WINEO OCT PLUS posts +1.7% year to date, versus +1.3% for its benchmark MBI CT, an outperformance of 0.4 points. Over three years, the fund shows +7.1% versus +5.3% for the index. The fund represents 2 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 December 31, 2025 (latest published inventory). The full 31-holding breakdown is for subscribers.

Top 5 holdings
FCP CAM Treso Plus
8.5%
MFS 10Y @4.77% - 2033
8.2%
ANP 7Y @2.61% - 2029
7.3%
Sofac 5Y @2.61% - 2027
6.8%
Wafasalaf 7Y @2.88% - 2032
6.5%
Full inventory for subscribers
Top 5 sectors
Financials
58.6%
Industrials
11.8%
Diversified
8.5%
Consumer Staples
8.2%
Real Estate
6.6%
More sectors for subscribers

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

Fees

WINEO OCT PLUS fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

WINEO OCT PLUS 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

WINEO OCT PLUS's weight

Fund assets relative to total market assets.

Total fund market
2 bps
0.0% of the fund market
Short-term bond class
12 bps
0.1% of the short-term bond class
Similar funds

Funds comparable to WINEO OCT PLUS

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

FAQ

Frequently asked questions about WINEO OCT PLUS

What is the benchmark index of WINEO OCT PLUS?
The benchmark index of WINEO OCT PLUS is the MBI CT.
What is the performance of WINEO OCT PLUS in 2026?
As of July 10, 2026, WINEO OCT PLUS is showing a +1.7% performance since the start of 2026.
Who manages WINEO OCT PLUS?
WINEO OCT PLUS is a fund in the Short-term bond category, managed by WINEO GESTION.
What are the fees of WINEO OCT PLUS?
Management, subscription and redemption fees for WINEO OCT PLUS 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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