Société de gestion
WAFA GESTION est une société de gestion de portefeuilles marocaine gérant 181.8 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
181.8 Mrd DH
Encours
59
Fonds éligibles
21.0 ans
Ancienneté moy.
5/5
Catégories
Encours par catégorie
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
ATTIJARI LIQUIDITE | +1.88% | +2.31% | 0.04% | -0.0% | 99 | Fiche → |
CDM SECURITE PLUS | +1.75% | +2.14% | 0.04% | -0.0% |
| 90 |
| Fiche → |
ATTIJARI MONETAIRE JOUR | +1.77% | +2.16% | 0.04% | -0.0% | 83 | Fiche → |
CDM MONETAIRE PLUS | +2.38% | +3.02% | 0.06% | -0.0% | 56 | Fiche → |
WG MONETAIRE | +2.45% | +3.02% | 0.07% | -0.0% | 50 | Fiche → |
CAP MONETAIRE PREMIERE | +2.29% | +2.92% | 0.07% | -0.0% | 48 | Fiche → |
ATTIJARI TRESORERIE | +1.99% | +2.49% | 0.07% | -0.0% | 31 | Fiche → |
CDM CASH | +2.11% | +2.69% | 0.06% | -0.0% | 24 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
ATTIJARI MONETAIRE PLUS | +2.11% | +2.87% | 0.18% | -0.1% | 73 | Fiche → |
CDM OBLIG PLUS | +2.38% | +3.42% | 0.16% | -0.1% | 53 | Fiche → |
CDM TRESOR PLUS | +2.38% | +3.37% | 0.14% | -0.1% | 50 | Fiche → |
OBLITOP | +2.74% | +3.68% | 0.20% | -0.1% | 42 | Fiche → |
OBLIDYNAMIC | +2.51% | +3.28% | 0.21% | -0.1% | 41 | Fiche → |
FCP CAP INSTITUTIONS | +2.47% | +3.35% | 0.20% | -0.1% | 39 | Fiche → |
CAP OBLIGATIONS | +2.92% | +3.16% | 0.21% | -0.1% | 20 | Fiche → |
FCP CDM LIQUIDITES | +1.78% | +2.69% | 0.17% | -0.1% | 5 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PROFIL SERENITE | +1.87% | +5.47% | 2.28% | -2.1% | 92 | Fiche → |
ATTIJARI OBLIGATIONS | +1.40% | +4.25% | 2.12% | -1.6% | 85 | Fiche → |
ATTIJARI SECURITE | +0.59% | +5.07% | 1.76% | -1.4% | 79 | Fiche → |
PATRIMOINE OBLIGATIONS | +0.79% | -0.04% | 1.19% | -2.2% | 78 | Fiche → |
WG OBLIGATIONS | +1.94% | +4.67% | 0.91% | -1.0% | 68 | Fiche → |
CDM OBLIGATIONS | +0.03% | +5.63% | 1.11% | -2.5% | 53 | Fiche → |
CDM GENERATION | +0.15% | +5.95% | 1.05% | -2.4% | 45 | Fiche → |
CDM PROFIL SERENITE encours_insuffisant (31MDH < P20=59MDH) | -0.38% | +5.81% | 2.82% | -3.3% | 38 | |
ATTIJARI PATRIMOINE TAUX | -0.29% | +3.99% | 1.82% | -2.1% | 19 | Fiche → |
ATTIJARI FIXED INCOME DISTRIBUTION | -0.03% | +3.25% | 0.90% | -1.7% | 13 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
WG PERFORMANCE | +8.89% | +13.41% | 8.26% | -5.5% | 100 | Fiche → |
WG RENDEMENT | +16.99% | +14.81% | 7.21% | -11.3% | 99 | Fiche → |
WG CROISSANCE | +10.05% | +14.36% | 9.62% | -6.6% | 98 | Fiche → |
ATTIJARI DIVERSIFIE | +11.47% | +1.99% | 5.26% | -7.0% | 94 | Fiche → |
WG DIVERSIFIE | +4.91% | +14.16% | 9.05% | -8.8% | 92 | Fiche → |
PROFIL HARMONIE | +5.35% | +12.78% | 10.23% | -8.7% | 90 | Fiche → |
CAPITAL PERFORMANCE | +8.72% | +16.81% | 11.12% | -10.0% | 89 | Fiche → |
WG HORIZON | +3.45% | +12.43% | 8.33% | -8.4% | 88 | Fiche → |
ATTIJARI FINANCES CORP RENDEMENT | +7.86% | +17.49% | 11.85% | -10.2% | 86 | Fiche → |
WG DYNAMIC | +4.64% | +13.99% | 9.43% | -8.9% | 82 | Fiche → |
ATTIJARI MIXED DISTRIBUTION encours_insuffisant (2MDH < P20=44MDH) | +4.18% | +14.26% | 5.52% | -12.0% | 79 | |
ATTIJARI SELECTION | +2.77% | +10.88% | 9.61% | -9.7% | 77 | Fiche → |
ATTIJARI PATRIMOINE MULTIGESTION encours_insuffisant (39MDH < P20=44MDH) | +2.94% | +12.09% | 11.43% | -11.5% | 75 | |
ATTIJARI SOLIDARITE | +1.98% | +13.58% | 10.29% | -10.8% | 75 | Fiche → |
WG BALANCED | +6.18% | +14.81% | 9.29% | -8.1% | 73 | Fiche → |
CDM PROFIL EQUILIBRE | +2.11% | +11.94% | 10.15% | -10.6% | 56 | Fiche → |
PROFIL FLEXIBLE | +9.29% | +9.72% | 4.51% | -7.0% | 52 | Fiche → |
WG EPARGNE | +1.59% | +7.76% | 8.91% | -9.3% | 51 | Fiche → |
CDM OPTIMUM | +5.34% | +14.37% | 5.48% | -9.8% | 50 | Fiche → |
WG SERENITE | +0.81% | +7.74% | 2.63% | -2.1% | 49 | Fiche → |
ATTIJARI PATRIMOINE DIVERSIFIE | -0.95% | +11.78% | 11.11% | -12.8% | 48 | Fiche → |
FCP WG INVEST | +1.76% | +11.13% | 3.51% | -3.6% | 46 | Fiche → |
ATTIJARI PRIVATE FUND historique_insuffisant (2.1a < 3a) | +3.58% | — | 5.90% | -4.3% | — | |
PATRIMOINE CROISSANCE historique_insuffisant (3.0a < 3a) | +6.18% | — | 8.08% | -6.5% | — | |
AWG CAPITAL CROISSANCE historique_insuffisant (0.8a < 3a) | — | — | — | — | — |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PATRIMOINE AL MOUSSAHAMA | +4.04% | +19.72% | 16.25% | -15.8% | 99 | Fiche → |
WG VALEURS | +13.31% | +22.37% | 8.51% | -13.2% | 97 | Fiche → |
PROFIL DYNAMIQUE | +3.43% | +16.44% | 14.50% | -14.9% | 96 | Fiche → |
ATTIJARI AL MOUCHARAKA | +5.38% | +18.94% | 16.15% | -15.9% | 92 | Fiche → |
PATRIMOINE ACTIONS | +6.25% | +20.10% | 8.55% | -17.3% | 90 | Fiche → |
CDM PROFIL DYNAMISME | +0.50% | +17.40% | 17.30% | -18.7% | 89 | Fiche → |
WG TAYSSIR | +4.70% | +19.31% | 15.76% | -15.7% | 75 | Fiche → |
ATTIJARI PATRIMOINE VALEURS | +1.20% | +16.13% | 17.26% | -18.1% | 63 | Fiche → |
ATTIJARI ACTIONS | +5.68% | +19.19% | 9.34% | -18.4% | 61 | Fiche → |
CDM EXPANSION | +2.86% | +18.38% | 16.98% | -17.1% | 47 | Fiche → |
ATTIJARI DIVIDEND FUND | -3.19% | +11.89% | 15.40% | -16.4% | 29 | Fiche → |
ATTIJARI VALEURS ESG | +2.56% | +18.93% | 17.44% | -16.6% | — | Fiche → |
WG LOW VOLATILITY FACTOR FUND historique_insuffisant (2.5a < 3a) | -2.68% | — | 15.91% | -17.2% | — | |
WG VALUE FACTOR FUND historique_insuffisant (2.5a < 3a) | -6.20% | — | 13.97% | -17.0% | — | |
WG MOMENTUM FACTOR FUND historique_insuffisant (2.5a < 3a) | -1.17% | — | 17.96% | -19.8% | — |