Eagle Capital US Equity Fund Z header image

Eagle Capital US Equity Fund Z

Fund

ISIN IE00BKPX1B10 / Valor null

NAV (2025-12-11)
GBP 226.19+0.62%

Eagle Capital US Equity Fund Z
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Skyline Umbrella ICAV Egl Cptl US Eq aims to outperform equity markets by investing in a carefully selected portfolio of 25 to 35 undervalued large-cap companies, primarily based in North America with market capitalizations over USD 5 billion. The fund conducts thorough fundamental research to assess each company’s financial health, competitive standing, and growth potential. Additionally, it includes some international equities through investments in exchange-traded funds (ETFs) and American depositary receipts (ADRs) to diversify its holdings and capture global opportunities.

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Tags:
s&p 500 undervalued companies large capitalizations

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OTHER SHARE CLASSES OF THIS FUND

Eagle Capital US Equity Fund R USD Dist Class
Eagle Capital US Equity Fund R USD Dist Class Eagle Capital US Equity Fund R USD Dist Class
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Annual Return

-50%0%+50%

Risk level

110
0.68%USD 191.21
Eagle Capital US Equity Fund R GBP Hedged Dist Class
Eagle Capital US Equity Fund R GBP Hedged Dist Class Eagle Capital US Equity Fund R GBP Hedged Dist Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 181.87
Eagle Capital US Equity Fund R GBP Dist Class
Eagle Capital US Equity Fund R GBP Dist Class Eagle Capital US Equity Fund R GBP Dist Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.62%GBP 212.95
Eagle Capital US Equity Fund Founder
Eagle Capital US Equity Fund Founder Eagle Capital US Equity Fund Founder
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Annual Return

-50%0%+50%

Risk level

110
0.68%USD 240.91
Eagle Capital US Equity Fund R GBP Hedged Acc Class
Eagle Capital US Equity Fund R GBP Hedged Acc Class Eagle Capital US Equity Fund R GBP Hedged Acc Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 183.19
Eagle Capital US Equity Fund R GBP Acc Class
Eagle Capital US Equity Fund R GBP Acc Class Eagle Capital US Equity Fund R GBP Acc Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.62%GBP 199.20
Eagle Capital US Equity Fund R USD Acc Class
Eagle Capital US Equity Fund R USD Acc Class Eagle Capital US Equity Fund R USD Acc Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%USD 186.61