WG Obligations
WG Obligations aims to outperform the medium-term bond market by investing in fixed income products with solid fundamentals and attractive yields.
| ISIN Code | Classification | Benchmark index |
| MA0000040388 | Medium-Long Term Fixed Income | 100% MBI MT |
| NAV Calculation frequency | Recommended investment period |
| Daily | 3 Years |
For who ?
For investors seeking an optimal return in the medium term against a controlled risk, through a diversified bond portfolio.
Why ?
An efficient investment solution to generate capital appreciation in the medium term.
An optimal bond diversification (public and private issuers) and access to an attractive asset class in terms of yield.
A rigorous portfolio management process leveraging Wafa Gestion's recognized financial, technical, and economic expertise.
How does it work ?
Wafa Gestion analyzes the fixed income market and monitors all issuers.
Wafa Gestion filters and selects securities, based on fundamental analysis, offering an attractive yield and a very good credit quality.
Wafa Gestion monitors and seeks to anticipate economic events and movements in the yield curve in order to constantly optimize the portfolio's risk/return profile.
Market share
Billion dirhams under management
Net Asset Value
Return and Risk profile
A numerical scale, graduated from 1, for the lowest risk, to 7 for the highest risk, being specified that the lowest risk category (level 1) does not mean "no risk".
Download documents
WG Obligations Fact Sheet
