Asset management

In professional hands

Diversification, transparency and prudence. These are our investment principles.

We work to find the areas where there is value – identifying good fundamentals with attractive valuations. Additionally, we undertake technical analysis in order to determine the best moments in time in which to purchase and sell our investments. All this is always conducted according to our principles of prudence, diversification, transparency and continuous contact with our clients.

We help you find your fund

We have a wide range of investment funds so you can find the one that best adapts to your investment profile. In order for you to easily find out which investment fund suits you best, we ask you to consider three simple questions.

Or if you prefer

Learn about some of our feature funds:

For the cautious

Mora Multi-Asset Tristaina

For money savers with a low risk profile. With an average annual volatility target ranging from 0.5 to 2% and a 12-month Euribor return target (net return).

For the moderate

Mora Multi-Asset Casamanya

For investors with a moderate profile. With an average annual volatility target ranging from 2 to 5% and a 12-month Euribor return target + 100 bp (net return).

For the adventurous

Mora Multi-Asset Comapedrosa

For investors with an aggressive profile. With an average annual volatility target ranging from 5 to 10% and a 12-month Euribor return target + 200 bp (net return).

Blog

MoraBanc's Blog latest posts

Keep unexpected events under control and think about your peace of mind

Keep unexpected events under control and think about your peace of mind

We explain you the importance of having a good insurance policy for the peace of mind of you and yours. It provides access to services that are useful in cases of emergency or need.

Our experts’ vision

The latest articles from our experts

Markets and Strategies May 2017

Markets and Strategies May 2017

Of the 500 stocks that make up the S&P500, just five account for 37% of the index rise YTD: Facebook, Apple, Amazon, Microsoft and Alphabet (Google).