Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B
Fund
ISIN LU0502882342 / Valor 11205744
NAV (2025-12-11)
USD 312.39+1.17%
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B
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The U.S. Value Equity Strategy Sub-Fund focuses on investing in U.S. companies that are considered undervalued based on their fundamentals. Its portfolio is diversified across key sectors, including Consumer Discretionary, Information Technology, Energy, and Utilities. By targeting stocks in these areas, the fund seeks to capitalize on companies with solid financial health and attractive valuations, aiming for long-term growth through strategic selection of value-oriented investments.
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Tags:
value investingus equitiess&p 500
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OTHER SHARE CLASSES OF THIS FUND
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund S
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund S
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund S
Annual Return
-50%0%+50%
Risk level
110
1.17%USD 302.21
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund W
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund W
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund W
Annual Return
-50%0%+50%
Risk level
110
1.17%USD 244.36
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund I
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund I
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund I
Valor: 11205745