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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Ana Álvarez

Ana Álvarez

Showing manager performance globally. You can view performance in individual jurisdictions.
Funds Managed
  1. Caixabank Bolsa USA, FI

Citywire Rating: Not Rated

2017

  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018

Performance

Equity - US
over : 31/01/2017 - 31/01/2018
Rank 294/596 Equity - US
Manager Return
292 Matteo Nobile 23.3%
293 Kevin Holt 23.3%
294 Ana Álvarez 23.3%
295 Patrick Meegan 23.3%
295 George Davis 23.3%
295 Judd Peters 23.3%
295 Scott McBride 23.3%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 18.3% 5.3% 1.9% 3.9% 6.1%
2016 9.5% 1.0% 1.8% 3.1% 3.3%
2015 -1.5% 0.1% -0.4% -7.2% 6.5%
2014 10.4% 1.0% 4.4% 0.6% 4.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.