Société de gestion
WAFA GESTION est une société de gestion de portefeuilles marocaine gérant 184.1 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
184.1 Mrd DH
Encours
59
Fonds éligibles
21.1 ans
Ancienneté moy.
5/5
Catégories
Encours par catégorie
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
ATTIJARI LIQUIDITE | +1.88% | +2.23% | 0.04% | -0.0% | 92 | Fiche → |
CDM SECURITE PLUS encours_insuffisant (113MDH < P20=136MDH) | +1.77% | +2.06% | 0.04% | -0.0% | 84 | |
ATTIJARI MONETAIRE JOUR | +1.79% | +2.09% | 0.04% | -0.0% | 82 | Fiche → |
CDM MONETAIRE PLUS | +2.39% | +2.90% | 0.06% | -0.0% | 61 | Fiche → |
WG MONETAIRE | +2.44% | +2.94% | 0.06% | -0.0% | 55 | Fiche → |
CAP MONETAIRE PREMIERE | +2.36% | +2.82% | 0.06% | -0.0% | 39 | Fiche → |
ATTIJARI TRESORERIE | +2.02% | +2.40% | 0.05% | -0.0% | 38 | Fiche → |
CDM CASH | +2.14% | +2.58% | 0.05% | -0.0% | 32 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
FCP CDM LIQUIDITES | +1.83% | +2.54% | 0.11% | -0.1% | 55 | Fiche → |
CDM OBLIG PLUS | +2.41% | +3.21% | 0.13% | -0.1% | 46 | Fiche → |
CDM TRESOR PLUS | +2.51% | +3.19% | 0.09% | -0.1% | 42 | Fiche → |
ATTIJARI MONETAIRE PLUS | +2.18% | +2.74% | 0.11% | -0.1% | 39 | Fiche → |
FCP CAP INSTITUTIONS | +2.47% | +3.12% | 0.12% | -0.1% | 30 | Fiche → |
OBLITOP | +2.72% | +3.44% | 0.13% | -0.4% | 22 | Fiche → |
OBLIDYNAMIC | +2.48% | +3.14% | 0.11% | -0.1% | 18 | Fiche → |
CAP OBLIGATIONS | +2.84% | +3.05% | 0.11% | -0.1% | 10 | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PROFIL SERENITE | +0.32% | +4.59% | 2.40% | -2.1% | 90 | Fiche → |
ATTIJARI OBLIGATIONS | +0.31% | +3.63% | 2.39% | -1.6% | 84 | Fiche → |
ATTIJARI SECURITE | +0.60% | +4.18% | 1.83% | -1.4% | 82 | Fiche → |
WG OBLIGATIONS | +0.94% | +4.12% | 0.55% | -1.0% | 73 | Fiche → |
PATRIMOINE OBLIGATIONS | -0.91% | +0.19% | 0.75% | -2.1% | 71 | Fiche → |
CDM OBLIGATIONS | -1.53% | +4.55% | 0.64% | -1.9% | 61 | Fiche → |
CDM GENERATION | -1.54% | +4.71% | 0.87% | -2.2% | 48 | Fiche → |
ATTIJARI FIXED INCOME DISTRIBUTION | -0.76% | +2.71% | 0.58% | -1.7% | 45 | Fiche → |
ATTIJARI PATRIMOINE TAUX | -0.72% | +3.04% | 1.96% | -2.1% | 23 | Fiche → |
CDM PROFIL SERENITE encours_insuffisant (31MDH < P20=51MDH) | -1.31% | +4.59% | 3.18% | -3.3% | — |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
WG CROISSANCE | +4.50% | +13.28% | 11.98% | -6.6% | 100 | Fiche → |
WG PERFORMANCE | +3.60% | +12.06% | 9.84% | -5.5% | 99 | Fiche → |
ATTIJARI DIVERSIFIE | +0.52% | +1.67% | 3.84% | -5.5% | 92 | Fiche → |
PROFIL HARMONIE | -1.35% | +10.34% | 12.78% | -8.7% | 89 | Fiche → |
ATTIJARI FINANCES CORP RENDEMENT | -1.16% | +15.41% | 13.48% | -10.2% | 86 | Fiche → |
ATTIJARI MIXED DISTRIBUTION encours_insuffisant (3MDH < P20=43MDH) | -5.20% | +11.25% | 4.22% | -7.3% | 85 | |
ATTIJARI SELECTION | -2.58% | +9.11% | 11.10% | -9.7% | 76 | Fiche → |
ATTIJARI SOLIDARITE | -3.62% | +11.16% | 12.15% | -10.8% | 74 | Fiche → |
ATTIJARI PATRIMOINE MULTIGESTION encours_insuffisant (22MDH < P20=43MDH) | -3.26% | +10.31% | 13.08% | -11.5% | 69 | |
PROFIL FLEXIBLE | -0.85% | +8.61% | 3.65% | -4.4% | 68 | Fiche → |
ATTIJARI PATRIMOINE DIVERSIFIE | -6.27% | +9.25% | 12.08% | -12.8% | 49 | Fiche → |
CDM OPTIMUM | -4.71% | +10.52% | 4.13% | -6.9% | — | Fiche → |
WG DIVERSIFIE | -1.07% | +12.09% | 10.51% | -8.8% | — | Fiche → |
CAPITAL PERFORMANCE | +1.53% | +15.45% | 13.16% | -10.0% | — | Fiche → |
ATTIJARI PRIVATE FUND historique_insuffisant (2.5a < 3a) | +2.75% | — | 8.95% | -4.5% | — | |
FCP WG INVEST | -0.15% | +9.29% | 4.48% | -3.6% | — | Fiche → |
CDM PROFIL EQUILIBRE | -2.82% | +10.00% | 11.43% | -10.6% | — | Fiche → |
PATRIMOINE CROISSANCE | -1.41% | +11.85% | 10.12% | -6.5% | — | Fiche → |
WG SERENITE | -0.81% | +5.64% | 2.70% | -2.1% | — | Fiche → |
WG BALANCED | +0.01% | +12.81% | 10.75% | -8.1% | — | Fiche → |
WG RENDEMENT | +8.84% | +13.18% | 4.57% | -11.3% | — | Fiche → |
WG HORIZON | -1.88% | +10.80% | 9.66% | -8.4% | — | Fiche → |
AWG CAPITAL CROISSANCE historique_insuffisant (1.1a < 3a) | -1.28% | — | 8.80% | -6.0% | — | |
WG EPARGNE | -3.30% | +6.61% | 11.12% | -9.3% | — | Fiche → |
WG DYNAMIC | -1.61% | +12.13% | 11.52% | -8.9% | — | Fiche → |
| Fonds | Perf 1A | Perf 3A | Vol 1A | MDD | Score MIZAN | |
|---|---|---|---|---|---|---|
PATRIMOINE AL MOUSSAHAMA | -4.78% | +16.80% | 19.36% | -15.8% | 93 | Fiche → |
PATRIMOINE ACTIONS | -8.80% | +14.94% | 6.42% | -12.3% | 91 | Fiche → |
ATTIJARI AL MOUCHARAKA | -4.93% | +16.12% | 19.10% | -15.9% | 87 | Fiche → |
PROFIL DYNAMIQUE | -4.62% | +13.39% | 16.65% | -14.9% | 79 | Fiche → |
CDM PROFIL DYNAMISME | -7.26% | +14.32% | 19.34% | -18.7% | 70 | Fiche → |
ATTIJARI PATRIMOINE VALEURS | -7.45% | +12.73% | 19.57% | -18.1% | 58 | Fiche → |
ATTIJARI ACTIONS | -10.91% | +13.21% | 6.62% | -13.0% | 54 | Fiche → |
ATTIJARI DIVIDEND FUND | -6.80% | +10.44% | 16.86% | -16.4% | 30 | Fiche → |
CDM EXPANSION | -5.98% | +14.90% | 19.08% | -17.1% | — | Fiche → |
WG VALEURS | -2.80% | +16.98% | 5.99% | -10.4% | — | Fiche → |
WG TAYSSIR | -3.65% | +17.23% | 18.43% | -15.7% | — | Fiche → |
ATTIJARI VALEURS ESG | -4.26% | +16.27% | 18.57% | -16.6% | — | Fiche → |
WG LOW VOLATILITY FACTOR FUND historique_insuffisant (2.8a < 3a) | -8.00% | — | 16.19% | -14.6% | — | |
WG VALUE FACTOR FUND historique_insuffisant (2.8a < 3a) | -12.68% | — | 15.64% | -17.2% | — | |
WG MOMENTUM FACTOR FUND historique_insuffisant (2.8a < 3a) | -8.21% | — | 19.38% | -17.6% | — |
D4 Analytics — La recherche quantitative au service de l'investisseur.
MIZAN est un outil d'analyse indépendant édité par D4 Analytics. Les informations présentées ne constituent pas un conseil en investissement et ne sauraient engager la responsabilité de l'éditeur. Les performances passées ne préjugent pas des performances futures.
© 2026 D4 Analytics · Tous droits réservés