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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.

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Market share

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Net Asset Value

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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".