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Euroamerica USA A

Ranked 694 out of 882 in - US over 12 months
All calculations are in USD unless stated

Managed by

Juan Pablo Gómez

Juan Pablo Gómez has over eitgh years of experience in financial markets. Before joining EuroAmerica in June 2012, he was a senior analyst at Santander Asset Management, developing instruments for analysing companies and financial markets, asset allocation, and portfolio management. Juan Pablo has a degree in Business Administration and a Master of Finance from University of Rochester, USA and an MBA from University of Chile.

Objective

It is a mutual fund that invests mainly in the United States stock market. It consists of a diversified portfolio among the major sectors of the American market. It is for individuals or companies wishing to invest in the medium and long term, both in the donestic and international stock market, in search of high returns and risks inherent in equities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 1.4% 3.1%
2016 2.8% -2.6% 0.3% 2.8% 2.4%
2015 -1.6% 0.9% -1.2% -8.2% 7.6%
2014 9.5% 0.7% 2.9% 1.0% 4.6%
2013 25.6% 9.6% 1.5% 4.7% 7.8%
2012 6.5% 12.3% -7.8% 6.8% -3.8%
2011 -5.3% 6.7% -3.8% -14.5% 7.9%
2010 6.1% 1.6% -12.0% 7.9% 9.9%
2009 26.5% -7.4% 14.5% 13.1% 5.5%
2008 -46.1% -13.0% 0.9% -19.8% -23.4%
2007 6.6% -1.2% 6.1% 2.1% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date02/10/2006
  • Share Class size25,249Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management3.57%

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