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Mora US Equity Fund A, FI

Ranked 1113 out of 1867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Gerard García Mandicó

Gerard García Mandicó began his career as a fund manager at MoraBanc in 2011. He is currently co-managing the Mora European Equity Fund, the Mora US Equity Fund and the Mora Heritage Equity Fund. Prior to this he was at KPMG, where he worked as an auditor of financial institutions since 2007. Gerard studied a degree in business at the University of Andorra and is CEFA. In his spare time, he is interested in music, sports and cinema.

Xavier Torres Pugès

Xavier Torres Pugès is an equity Fund Manager at MoraBanc Asset Management who he joined in December 2012. Previously he was CIO at Caixa Manresa and prior to that an equity manager at Maresa Mundiborsa, Manresa Euroborsa y Manresa Borsa. He was was also co-manager at BPA Dolphin Equities from 2011 to 2012. He has a value investment philosophy and more than 20 years of experience in this sector.

Objective

It is an Equity Fund that seeks to achieve long-term capital growth through investments in the US equity market, with a long-term investment horizon. The investments of the Fund can only be made in US Dollars. The Fund concentrates its investments in companies in the United States without restrictions in terms of size. The investment philosophy is based on a value approach, supported by a macroeconomic analysis, which looks for companies that trade at a discount with respect to their intrinsic value. The incorporation of the securities in the fund is based on a rigorous valuation model, which is complemented by a thorough analysis of the fundamentals of the companies.

Performance

US over : 30/06/2017 - 30/06/2018
  • Rank 1113/1867 Total Return
  • Rank 1165/1867 Standard Deviation
  • Rank 1626/1867 Max Drawdown
Fund Name Currency Return
1111 ICON Fund;C USD

11.1%

1111 Eurizon Fund Equity North America LTE Z USD

11.1%

1113 Mora US Equity Fund A, FI USD

11.1%

1113 Investitori America USD

11.1%

1113 UBS US Sustainable Equity Fund;P USD

11.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 1.8%
2017 19.7% 3.3% 1.9% 5.3% 8.0%
2016 7.8% -3.4% -1.4% 4.3% 8.5%
2015 -19.3% -7.1% 2.3% -16.8% 2.1%
2014 8.0% 2.7% 4.1% 1.5% -0.6%
2013 29.7% 8.2% 0.9% 7.6% 10.4%
2012 9.7% 11.9% -6.2% 6.1% -1.4%
2011 -7.7% 3.6% -2.4% -15.5% 8.1%
2010 6.0% 3.1% -12.8% 6.8% 10.4%
2009 23.2% -7.4% 8.3% 14.7% 7.2%
2008 -39.1% -9.9% -1.6% -12.4% -21.5%
2007 6.1% -1.2% 6.9% 1.0% -0.5%
2006 11.7% 4.0% -3.9% 5.2% 6.2%
2005 0.9% -3.1% 1.8% 0.5% 1.8%
2004 6.2% 1.4% -0.2% -3.1% 8.3%
2003 17.5% -3.8% 10.3% 1.4% 9.2%
2002 -27.7% -4.0% -14.2% -16.8% 5.6%
2001 -19.7% -16.6% 8.4% -21.1% 12.6%
2000 -19.9% 2.6% -5.6% -3.6% -14.1%
1999 35.0% 18.7% -0.2% -4.6% 19.4%
1998 25.9% 17.0% 1.9% -12.3% 20.4%
1997 21.6% 3.1% 11.6% 8.9% -3.0%
1996 1.8% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Andorra

Fund Info

  • Launch date20/07/1994
  • Share Class size14Mn
  • Base currency
  • ISIN AD000A1KBTG8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.80%
  • Initial investment2.8

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).