Equity fund (UCITS)
Equity UCITS invest in a diversified portfolio of shares listed on Casablanca Stock Exchange (MASI, MADEX) or international. High return potential (6 to 12% per year long-term) but with strong volatility.
Key characteristics
Annual yield
6-12%
Entry ticket
1 000 MAD
Horizon
5 to 10 years
Risk
5/5
Liquidity
Short (days)
How it works
Purchase units of an actively managed fund (or passively for trackers). The manager selects securities according to their strategy. NAV reflects equity market performance.
Advantages
- High potential return long-term
- Diversification across 30-80 securities
- Professional management
- Programmed savings plan possible (SICAV-DAT)
Disadvantages
- Capital not guaranteed, losses possible
- High volatility (±20-30% per year)
- Management fees 1.5 to 2.5%
- Long horizon required
2026 taxation
Capital gains on listed shares: 20% (15% if held via PEA). Dividends: 15%.
For whom?
Long-term savers (10+ years) accepting risk, to fund retirement, children's education, or build wealth. Avoid with money needed short-term.
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