Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Mora US Equity Fund A, FI

Ranked 215 out of 877 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

Equity fund that seeks to achieve capital growth in the long term through investments in the equity market of the United States, with an investment horizon longer term. The fund is measured against the benchmark S & P500

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 215/877 Total Return
  • Rank 706/877 Standard Deviation
  • Rank 750/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 1.9% 5.3%
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 size17Mn
  • Base currencyUSD
  • ISIN AD000A1KBTG8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.80%

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