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Simulate compounding, contributions, inflation, and long-term returns.
OPCVM Fee Simulator
Compare subscription, management, and redemption fees and see their real cost over time.
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AD BALANCED FUND
ISIN: MA0000037640
Diversified
1
,
3
2
6
.
3
2
1,326.32
MAD
-25.08 MAD (-1.86%)
1M
6M
1Y
3Y
5Y
1M
6M
YTD
1Y
3Y
5Y
All
Historicals
2023
+16.28%
2024
+21.03%
2025
+9.58%
YTD
-8.94%
2021
+10.58%
2022
-16.23%
2023
+16.28%
2024
+21.03%
2025
+9.58%
YTD
-8.94%
Essentials
AUM
1.4B
MAD
Latest NAV
1,326.32
MAD
52-Week Range
1,288.1 - 1,544.4
MAD
Composition
Diversified
Management
AD CAPITAL ASSET MANAGEMENT
Income
Accumulating
Risk
Moderate
Legal Nature
FCP
Fees
Subscription Fee
3.00%
Redemption Fee
3.00%
Management Fee
2.00%
Understanding Fees
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Benchmark
50% Moroccan All Shares Index
(MASI)
50% Moroccan Bond Index (Med/Long-Term)
(MBI MLT)