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Vulcan Value Equity USD III Inc header image

Vulcan Value Equity USD III Inc

Fund

ISIN IE00BL9XBM58 / Valor null

NAV (2025-12-11)
USD 138.58+1.49%

Vulcan Value Equity USD III Inc
UMushroom community rating:

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4.00 1 votes No rating yet
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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 investing global equities s&p 500

Ratings & reviews

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4.00

1 votes
Performance:
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3.00
Innovation:
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4.00
Society:
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4.00
Nature:
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3.00
Alexander Maliuk
Switzerland, 03 May 2023
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Stable long term

OTHER SHARE CLASSES OF THIS FUND

Vulcan Value Equity GBP III Acc
Vulcan Value Equity GBP III Acc Vulcan Value Equity GBP III Acc
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Annual Return

-50%0%+50%

Risk level

110
1.42%GBP 155.18
Vulcan Value Equity EUR III Acc
Vulcan Value Equity EUR III Acc Vulcan Value Equity EUR III Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.08%EUR 160.59
Vulcan Value Equity Fund II EUR Accumulation Hedged
Vulcan Value Equity Fund II EUR Accumulation Hedged Vulcan Value Equity Fund II EUR Accumulation Hedged
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Annual Return

-50%0%+50%

Risk level

110
1.45%EUR 149.54
Vulcan Value Equity II Acc
Vulcan Value Equity II Acc Vulcan Value Equity II Acc Valor: 25311812
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.08%EUR 269.50
Vulcan Value Equity USD Inc
Vulcan Value Equity USD Inc Vulcan Value Equity USD Inc Valor: 22259998
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Annual Return

-50%0%+50%

Risk level

110
1.49%USD 225.92
Vulcan Value Equity GBP
Vulcan Value Equity GBP Vulcan Value Equity GBP Valor: 21431629
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Annual Return

-50%0%+50%

Risk level

110
1.42%GBP 335.95
Vulcan Value Equity EUR
Vulcan Value Equity EUR Vulcan Value Equity EUR Valor: 25311800
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.08%EUR 262.21
Vulcan Value Equity USD II Acc
Vulcan Value Equity USD II Acc Vulcan Value Equity USD II Acc Valor: 22276483
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.49%USD 299.46
Vulcan Value Equity USD
Vulcan Value Equity USD Vulcan Value Equity USD Valor: 21431445
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.49%USD 310.23
Vulcan Value Equity USD II Inc
Vulcan Value Equity USD II Inc Vulcan Value Equity USD II Inc Valor: 22276487
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.49%USD 260.98
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