MORA HERITAGE FUND FI A

Liquidation value 186.10 €
ISIN: AD000A1KBUN2 + 16.03%
Badge:

Summary

Risk Profile

Less risk implies less performance potential, increasing risk also increases performance potential.

This data is indicative of the risk risk and can vary over time. It is calculated based on simulated data that, however, may not constitute a reliable indication of the future risk profile of the background.

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Less risk Greater risk

Commercial record Complete prospect Simplified Prospect Regulation Quarterly report

The Mora Heritage Fund concentrates its investments in large capitalization companies from around the world. The investment philosophy consists of selecting companies with great franchises, very strong and stable management, high free cash flow and attractive dividend yields. The security selection is based on a rigorous valuation model complemented by detailed analysis of the fundamentals of the companies. It is suitable for investors with an aggressive investment profile.