Juan Uguet

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Juan Uguet

Academic Background

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

Professional Background

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

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
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Showcase Investment Fund

Lierde SICAV

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Investment Strategy

Value investing using fundamental analysis

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ISIN

ES0158457038

Showcase Investment Fund

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AUM

€ 158,000,000

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Class

-

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Ongoing Charges

Management Fee: 1.47%


10 Main Holdings

Holdings % of Fund
Global Dominion 4.41%
Thales 3.73%
Strabag 3.15%
Volkswagen 2.99%
Alphabet 2.98%
Fresenius 2.60%
Danielli 2.58%
Realia 2.55%
Neurones 2.53%
Facebook 2.49%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

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.

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Start Date

31 May 1994

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Total Years

27

Total Returns

Total Annualised
Since Inception 1889% 11.7%
10 Year Return 90.5% 6.7%
5 Year Return 42.5% 7.3%

Benchmark(s) Returns

Total Annualised
Since Inception 749.10% 8.20%
10 Year Return 110.40% 7.70%
5 Year Return 53.20% 8.90%

Relative Returns

Total Annualised
Since Inception 1139.8% 3.5%
10 Year Return -20% -1.1%
5 Year Return -10.7% -1.6%

Benchmark(s)

MSCI Europe, Net

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Lierde SICAV Europe € 158,000,000 -