Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B header image

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 investing us equities s&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
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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
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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
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Annual Return

-50%0%+50%

Risk level

110
1.17%USD 488.82