Société de gestion
WAFA GESTION est une société de gestion de portefeuilles marocaine gérant 188.1 Mrd DH d'actifs nets (gamme complète FGP + FNPP), à travers 96 fonds couvrant 5 catégories (Monétaire, OCT, OMLT, Diversifié, Actions). L'ancienneté moyenne des fonds éligibles est de 21 ans, témoignant d'une gamme institutionnellement mature. 59 fonds sur 96 gérés (61%) remplissent les critères d'éligibilité retail MIZAN (ancienneté ≥ 3 ans, encours ≥ P20 catégorie).
96
Fonds gérés
188.1 Mrd DH
Encours
59
Fonds éligibles
20.9 ans
Ancienneté moy.
5/5
Catégories
Encours par catégorie
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
ATTIJARI LIQUIDITE | +1.88% | +2.27% | 0.04% | -0.0% | 97 | Fiche → |
CDM SECURITE PLUS encours_insuffisant (113MDH < P20=135MDH) | +1.75% | +2.09% | 0.03% | -0.0% | 87 | |
ATTIJARI MONETAIRE JOUR | +1.78% | +2.12% | 0.04% | -0.0% | 85 | Fiche → |
CDM MONETAIRE PLUS | +2.45% | +2.95% | 0.07% | -0.0% | 64 | Fiche → |
WG MONETAIRE | +2.48% | +2.99% | 0.07% | -0.0% | 52 | Fiche → |
CAP MONETAIRE PREMIERE | +2.39% | +2.86% | 0.07% | -0.0% | 37 | Fiche → |
ATTIJARI TRESORERIE | +2.05% | +2.45% | 0.07% | -0.0% | 34 | Fiche → |
CDM CASH | +2.18% | +2.63% | 0.06% | -0.0% | 24 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
ATTIJARI MONETAIRE PLUS | +2.20% | +2.78% | 0.20% | -0.1% | 68 | Fiche → |
CDM OBLIG PLUS | +2.49% | +3.30% | 0.25% | -0.1% | 61 | Fiche → |
FCP CAP INSTITUTIONS | +2.60% | +3.19% | 0.23% | -0.1% | 56 | Fiche → |
CDM TRESOR PLUS | +2.53% | +3.26% | 0.15% | -0.1% | 52 | Fiche → |
OBLITOP | +2.84% | +3.51% | 0.64% | -0.4% | 42 | Fiche → |
OBLIDYNAMIC | +2.60% | +3.19% | 0.21% | -0.1% | 39 | Fiche → |
CAP OBLIGATIONS | +2.89% | +3.10% | 0.23% | -0.1% | 17 | Fiche → |
FCP CDM LIQUIDITES | +1.91% | +2.61% | 0.22% | -0.1% | 8 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PROFIL SERENITE | +0.74% | +4.78% | 2.25% | -2.1% | 92 | Fiche → |
ATTIJARI OBLIGATIONS | +0.92% | +3.87% | 2.21% | -1.6% | 86 | Fiche → |
PATRIMOINE OBLIGATIONS | +0.31% | +0.18% | 0.80% | -2.1% | 83 | Fiche → |
ATTIJARI SECURITE | +0.71% | +4.47% | 1.69% | -1.4% | 80 | Fiche → |
WG OBLIGATIONS | +1.51% | +4.28% | 0.76% | -1.0% | 69 | Fiche → |
CDM OBLIGATIONS | -0.88% | +4.81% | 0.84% | -2.1% | 68 | Fiche → |
CDM GENERATION | -0.65% | +5.00% | 0.82% | -2.2% | 51 | Fiche → |
CDM PROFIL SERENITE encours_insuffisant (31MDH < P20=51MDH) | -1.22% | +4.92% | 2.94% | -3.3% | 33 | |
ATTIJARI PATRIMOINE TAUX | -0.58% | +3.32% | 1.84% | -2.1% | 18 | Fiche → |
ATTIJARI FIXED INCOME DISTRIBUTION | -0.77% | +2.86% | 1.24% | -1.7% | 16 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
WG RENDEMENT | +10.74% | +12.24% | 5.85% | -11.3% | 100 | Fiche → |
WG PERFORMANCE | +4.06% | +12.07% | 8.99% | -5.5% | 99 | Fiche → |
WG CROISSANCE | +4.02% | +12.67% | 11.02% | -6.6% | 98 | Fiche → |
PATRIMOINE CROISSANCE | +0.16% | +11.95% | 8.95% | -6.5% | 97 | Fiche → |
ATTIJARI DIVERSIFIE | +2.59% | +1.41% | 5.59% | -6.6% | 93 | Fiche → |
WG DIVERSIFIE | -0.37% | +12.10% | 9.50% | -8.8% | 92 | Fiche → |
CAPITAL PERFORMANCE | +2.06% | +15.18% | 12.08% | -10.0% | 90 | Fiche → |
ATTIJARI FINANCES CORP RENDEMENT | +0.28% | +15.32% | 12.56% | -10.2% | 88 | Fiche → |
WG HORIZON | -1.46% | +10.68% | 8.78% | -8.4% | 87 | Fiche → |
PROFIL HARMONIE | -2.37% | +9.60% | 11.33% | -8.7% | 87 | Fiche → |
ATTIJARI MIXED DISTRIBUTION encours_insuffisant (2MDH < P20=44MDH) | -2.96% | +11.20% | 5.85% | -9.9% | 83 | |
WG DYNAMIC | -1.18% | +11.60% | 10.30% | -8.9% | 83 | Fiche → |
WG BALANCED | +0.46% | +12.44% | 9.87% | -8.1% | 72 | Fiche → |
ATTIJARI SELECTION | -2.81% | +8.64% | 10.17% | -9.7% | 69 | Fiche → |
ATTIJARI PATRIMOINE MULTIGESTION encours_insuffisant (38MDH < P20=44MDH) | -3.69% | +9.68% | 12.01% | -11.5% | 67 | |
ATTIJARI SOLIDARITE | -4.08% | +10.43% | 10.89% | -10.8% | 64 | Fiche → |
PROFIL FLEXIBLE | +1.06% | +8.40% | 5.01% | -5.4% | 61 | Fiche → |
WG SERENITE | +0.18% | +5.52% | 2.52% | -2.1% | 60 | Fiche → |
CDM OPTIMUM | -2.28% | +10.72% | 5.75% | -8.9% | 58 | Fiche → |
WG EPARGNE | -2.99% | +6.33% | 9.91% | -9.3% | 56 | Fiche → |
CDM PROFIL EQUILIBRE | -3.74% | +9.33% | 10.59% | -10.6% | 53 | Fiche → |
FCP WG INVEST | -0.30% | +8.97% | 3.93% | -3.6% | 47 | Fiche → |
ATTIJARI PATRIMOINE DIVERSIFIE | -6.98% | +8.74% | 11.39% | -12.8% | 38 | Fiche → |
ATTIJARI PRIVATE FUND historique_insuffisant (2.3a < 3a) | +0.98% | — | 7.40% | -4.3% | — | |
AWG CAPITAL CROISSANCE historique_insuffisant (1.0a < 3a) | — | — | — | — | — |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PATRIMOINE AL MOUSSAHAMA | -4.59% | +15.05% | 17.49% | -15.8% | 99 | Fiche → |
ATTIJARI AL MOUCHARAKA | -3.74% | +14.10% | 17.42% | -15.9% | 97 | Fiche → |
PATRIMOINE ACTIONS | -4.65% | +15.13% | 8.36% | -15.6% | 96 | Fiche → |
WG VALEURS | +2.02% | +17.61% | 7.40% | -13.2% | 88 | Fiche → |
PROFIL DYNAMIQUE | -5.81% | +12.24% | 15.17% | -14.9% | 79 | Fiche → |
WG TAYSSIR | -3.94% | +15.22% | 16.79% | -15.7% | 78 | Fiche → |
ATTIJARI ACTIONS | -6.33% | +13.74% | 9.03% | -16.1% | 75 | Fiche → |
ATTIJARI PATRIMOINE VALEURS | -8.36% | +11.48% | 18.07% | -18.1% | 63 | Fiche → |
CDM PROFIL DYNAMISME | -8.27% | +13.01% | 17.84% | -18.7% | 53 | Fiche → |
ATTIJARI DIVIDEND FUND | -6.79% | +9.23% | 15.58% | -16.4% | 50 | Fiche → |
CDM EXPANSION | -6.19% | +13.81% | 17.72% | -17.1% | 47 | Fiche → |
ATTIJARI VALEURS ESG | -6.31% | +14.80% | 17.67% | -16.6% | — | Fiche → |
WG LOW VOLATILITY FACTOR FUND historique_insuffisant (2.6a < 3a) | -9.14% | — | 15.60% | -17.2% | — | |
WG VALUE FACTOR FUND historique_insuffisant (2.6a < 3a) | -14.89% | — | 14.03% | -18.4% | — | |
WG MOMENTUM FACTOR FUND historique_insuffisant (2.6a < 3a) | -9.90% | — | 18.06% | -19.8% | — |
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