Vulcan Value Equity USD
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Vulcan Value Equity is a globally focused equity fund that primarily invests in high-quality, publicly traded U.S-listed companies believed to be undervalued compared to their intrinsic worth. The fund carefully selects and maintains a concentrated portfolio of around 21 stocks, emphasizing businesses that are trading at significant discounts to their true value to pursue strong long-term growth opportunities.
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Tags:
value investingglobal equitiess&p 500
Ratings & reviews
4.00
1 votes
Performance:
3.00
Innovation:
4.00
Society:
4.00
Nature:
3.00
Alexander Maliuk
Switzerland, 03 May 2023
Stable long term
OTHER SHARE CLASSES OF THIS FUND
Vulcan Value Equity EUR
Vulcan Value Equity EUR
Vulcan Value Equity EUR
Valor: 25311800
Annual Return
-50%0%+50%
Risk level
110
-0.94%EUR 245.73
Vulcan Value Equity II Acc
Vulcan Value Equity II Acc
Vulcan Value Equity II Acc
Valor: 25311812
Annual Return
-50%0%+50%
Risk level
110
-0.94%EUR 252.53
Vulcan Value Equity Fund II EUR Accumulation Hedged
Vulcan Value Equity Fund II EUR Accumulation Hedged
Vulcan Value Equity Fund II EUR Accumulation Hedged
Annual Return
-50%0%+50%
Risk level
110
-0.97%EUR 137.79
Vulcan Value Equity GBP III Acc
Vulcan Value Equity GBP III Acc
Vulcan Value Equity GBP III Acc
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 146.30
Vulcan Value Equity USD III Inc
Vulcan Value Equity USD III Inc
Vulcan Value Equity USD III Inc
Annual Return
-50%0%+50%
Risk level
110
-0.95%USD 127.48
Vulcan Value Equity EUR III Acc
Vulcan Value Equity EUR III Acc
Vulcan Value Equity EUR III Acc
Annual Return
-50%0%+50%
Risk level
110
-0.94%EUR 150.47
Vulcan Value Equity GBP
Vulcan Value Equity GBP
Vulcan Value Equity GBP
Valor: 21431629
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 316.77
Vulcan Value Equity USD II Acc
Vulcan Value Equity USD II Acc
Vulcan Value Equity USD II Acc
Valor: 22276483
Annual Return
-50%0%+50%
Risk level
110
-0.95%USD 275.48
Vulcan Value Equity USD Inc
Vulcan Value Equity USD Inc
Vulcan Value Equity USD Inc
Valor: 22259998
Annual Return
-50%0%+50%
Risk level
110
-0.95%USD 207.86
Vulcan Value Equity USD II Inc
Vulcan Value Equity USD II Inc
Vulcan Value Equity USD II Inc
Valor: 22276487