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Mora US Equity Fund A, FI

Ranked 150 out of 867 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 : 31/08/2016 - 31/08/2017
  • Rank 150/867 Total Return
  • Rank 644/867 Standard Deviation
  • Rank 348/867 Max Drawdown
Fund Name Currency Return
148 AGF American Growth Class Series MF USD USD

17.8%

148 Saastopankki Amerikka B USD

17.8%

150 Mora US Equity Fund A, FI USD

17.8%

151 Skandia USA USD

17.8%

152 Frk US Opp Corp Class U$-A USD

17.7%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 1.9%
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 size16Mn
  • 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).