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Key Figures
Expert in the management of mutual funds in Morocco, discover some key figures about us : key dates, number of employees, volume of assets under management...
in asset management in Morocco
billion MAD of AUM at of March 15th, 2024
years of experience in the asset management field
key shareholders: Attijariwafa bank and Amundi
distribution networks
employees
Breakdown per client type
Almost 100 funds under management, covering different asset classes and risk/return profiles.
Proximity and long term commitment to our cliens
Dedicated points of contact to help our clients define and select the investment solutions adapted to their objectives and risk profile.
Breakdown per client type
Almost 100 funds under management covering different asset classes and risk/return profiles.
Breakdown per asset class*
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Medium-long term bond
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Short term bond
* Wafa Gestion's outstanding as 05/04/2024
Proximity and long term commitment to our clients
Dedicated points of contact to help our clients define and select the investment solutions adapted to their objectives and risk profile.
Breakdown per client type
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Wafa Gestion's History
Asset Management took its first steps in Morocco in 1995 following the promulgation of the 1-93-213 law governing the financial markets.
2021
-Wafa Gestion rankedin the TOP 5 Asset Managers in Middle East by Forbes Magazine in terms of AUM
-Fitch Rating confirms Wafa Gestion Investment Management Quality Rating (IMQR) "Excellent (mar)
-Two Money market funds rated 'AAAmf(mar)' by Fitch Ratings
-Attijari Diversifié awarded the Thomson Reuters Lipper Fund Awards in the Balanced funds category
-Digitalization of the subscription & redemption process for private clients via the Attijarinet mobile app.
2020
-Official launch of the Linkedin account
-Deployment of the Business Continuity Plan at the beginning of the COVID pandemic
-Organization of online Webinairs for clients
-Wafa Gestion elected "Best Asset Management Company in Morocco" by the African Banking Awards 2020
-Fitch Rating confirms Wafa Gestion's Investment Management Quality Rating (IMQR) "Excellent (mar)
-Fitch Rating confirms the 'AAAmf(mar)' rating of two money market funds managed by Wafa Gestion
-Two mutual funds awarded the Thomson Reuters Lipper Fund Awards in the Fixed Income and Balanced categories
2019
-Four mutual funds managed awarded theThomson Reuters Lipper Fund Award 2019.
-Fitch Ratings confirms the national Investment Management Quality Rating (IMQR) ‘Excellent (mar)’ of Wafa Gestion
2018
-Launch of Attijari Dividend Fund, a distributing equity fund invested in listed companies that pay a high dividend
-Two mutual funds managedawarded the prestigious Thomson Reuters Lipper Fund Award 2018 in the Balanced and Fixed Income categories
2017
-Launch of "Epargne Symphonie" in partnership with Wafa Assurance ; a unit-linked savings planinvested in mutual funds managed by Wafa Gestion
2016
- Rating of the fund « WG Monetaire » by S&P Global Rating
- Wafa Gestion awarded « Best Asset Manager of the Year 2016 » by the EMEA Finance magazine for the second time in a row
2015
Wafa Gestion awarded « Asset Manager of the Year 2015 » by Global Investor / ISF and « Best Asset Manager » by EMEA Finance Magazine
2014
-Wafa Gestion received the ISAE 3402 Type I certification attesting the conformity of its internal control system to international standards
-Fitch Ratings confirms Wafa Gestion’s « Highest Standards (mar) » National Asset Manager rating
2013
- Rating of two money market funds ‘AAAmmf (mar)’ by Fitch Ratings
-Wafa Gestion awarded « Best Investment Management Company 2013 » by World Finance (July-August 2013 edition)
2012
Launch of "Attijari Gold" ; the first mutual fund replicating the performance of the Gold metal
2011
Launch of the Equity Savings Plan (PEA)
Upgrade of the Fitch Ratings rating from M2 to M2+
2009
Rationalization of the mutual funds range
2008
Launch of the first Contractual mutual fund of the Morrocan market
2007
Wafa Gestion obtains the GIPS certification
2005
Merger of Wafa Gestion, Attijari Management and Crédit du Maroc
2004
Merger between Banque Commerciale du Maroc (BCM) and Wafa Gestion, in order to become a leading finance and banking player
2003
Wafa Gestion becomes the first asset management company in Morocco to be rated by Fitch Ratings
2001
Launch of the first humanitarian funds
2000
Launch of the first Guaranteed Fund
1997
-Launch of the first Fund of Funds
-Wafa Gestion granted the AIMR certification
1996
-Launch of the first two mutual funds in Morocco
-Launch of the first Money Market fund
-Launch of the first Islamic Fund
1995
Founding of Wafa Gestion
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Organization
In addition to being backed by two international industry leaders, Attijariwafa bank and Amundi, Wafa Gestion relies on an experienced and committed team.
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A customer-centric service model
We guide our clients in every step of the investment process
Investment solutions adapted to specific needs and constraints
A robust and bespoke portfolio construction process
A flexible offer and a high quality service
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Values and missions
Wafa Gestion is committed to providing each of its clients (institutional investors, corporates, retail and distribution networks) adapted, innovative and efficient investment solutions. Our shareholding structure (ATWB and Amundi groups) allows us to leverage a know-how and a market expertise, at national and international levels.
Ethics
We maintain the highest ethical standards towards our customers, our employees, our shareholders and the communities in which we operate. We act with integrity and exemplarity. We make promises that we know we can keep and we do so.
Excellence
Our clients are at the center of all our actions. We try to always exceed their expectations and even excite them. We take measured and adapted risks. We build long-term relationships with our customers and employees.
Leadership and Audacity
We cultivate audacity, that is to say: - Cultivate agility to adapt quickly to changes in our environment and always remain the market leaders - Dare to take initiatives, experiment and learn from our failures for a best collective performance
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