Juan Uguet

AAA
27 Years of experience

Professional background

Fund Manager, Beta Capital Fortis. Ibercaja. Augustus. BBVA.

Educational background

MBA (University of San Francisco). Degree in Economics and Business Studies (University of Zaragoza).

Performance

11.7%

Manager Annualised Return Since Inception

8.20%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

11.7%
8.20%
3.5%

10Y

6.7%
7.70%
-1.1%

5Y

7.3%
8.90%
-1.6%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Lierde SICAV
Value investing using fundamental analysis
Benchmark
MSCI Europe, Net
Class
-
ISIN
ES0158457038
AUM
€ 158,000,000
Ongoing Charges
Management Fee: 1.47%