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

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

Fund

ISIN LU2357129035 / Valor null

NAV (2026-04-20)
EUR 2,073.74+0.31%

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

-50%0%+50%

Risk level

110
0.34%GBP 146.52
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
0.46%USD 497.27
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
0.46%USD 307.98
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
0.46%USD 248.56
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
0.45%USD 317.19