WG Value Factor Fund

Factor investing is defined as selecting stocks presenting certain characteristics (factors) that have proven to achieve high risk-adjusted returns over the past years. 

This fund's objective is to outperform the Moroccan stock market over a 5-year period. To achieve this, the fund invests in Moroccan stocks considered to be “undervalued”; in other words, whose stock price is believed to be lower than the company's fundamental value (as estimated by Wafa Gestion analyses). This strategy is based on the idea that this discrepancy can be corrected over time to generate long-term added value.

For who ?

For investors seeking an exposure to the equity market through a quantitative management style, based on a mathematical model seeking to optimize long-term performance.

Why ?

An equity investment solution applying an intelligent model excluding human emotions, while under the supervision of portfolio management experts.

A stock selection process based on precisely defined rules, objectives and constraints.

A unique portfolio management style on the Moroccan market, backed by Wafa Gestion's recognized financial, technical and analytical expertise.

How does it work ?

The management approach is based on a “factor”, with investment decisions initiated primarily based on the "Value" characteristic.

Portfolio allocation is set according to the stock's potential undervaluation, favoring those whose price is considered to be below the company's assessed fondamental value.