Patrimoine Obligations
Patrimoine Obligations objective is to increase the invested capital over the medium to long term, by putting an emphasis on issuers' selection, analysis and risk management.
| ISIN Code | Classification | Benchmark index |
| MA0000040214 | Medium-Long Term Fixed Income | 100% MBI MLT |
| NAV Calculation frequency | Recommended investment period |
| Weekly | Over 2 years |
For who ?
For investors seeking capital growth over a period of two years by capturing investment oppotunities on the bond market .
Why ?
A savings solution offering an attractive and regular expected return over the medium to long term, coupled with conservative risk management.
An optimal bond diversification to multiply performance opportunities while reducing the overall portfolio risk.
Rigorous portfolio and risk management processes leveraging Wafa Gestion's recognized financial, technical, and economic expertise.
How does it work ?
Wafa Gestion analyzes the macroeconomic environment and fixed income market in depth, looking for securities reporting solid fundamentals.
Wafa Gestion filters and selects securities according to liquidity, credit quality, expected return and contribution to the overall diversification of the portfolio.
Wafa Gestion constructs a portfolio that aims to outperform its investment universe while ensuring rigorous risk management.
Market share
Million 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
Patrimoine Obligations Fact Sheet
