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

Lyrical Value Funds (LUX) - U.S. Value Equity Strategy Sub-Fund I GBP

Fund

ISIN LU2500397869 / Valor null

NAV (2026-04-30)
GBP 147.42+0.54%

Lyrical Value Funds (LUX) - U.S. Value Equity Strategy Sub-Fund I GBP
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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 W EUR
Lyrical Value Funds (LUX) - U.S. Value Equity Strategy Sub-Fund W EUR Lyrical Value Funds (LUX) - U.S. Value Equity Strategy Sub-Fund W EUR
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Annual Return

-50%0%+50%

Risk level

110
0.99%EUR 2,106.79
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
1.51%USD 503.08
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
1.51%USD 311.63
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
1.51%USD 251.46
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B
Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B Lyrical Value Funds (LUX) – U.S. Value Equity Strategy Sub-Fund B Valor: 11205744
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.51%USD 320.85