About USLUX
The U.S. Global Investors Global Luxury Goods Fund is an actively managed mutual fund focused on long-term capital appreciation through investment in companies associated with the luxury goods sector. The fund aims to allocate at least 80% of its net assets to securities of firms that produce, process, distribute, or manufacture luxury products, services, or equipment. Its holdings span a range of globally recognized brands across industries such as fashion, automotive, jewelry, technology, and consumer discretionary goods, including prominent names like Hermes, Ferrari, and LVMH. The fund's portfolio is diversified globally, encompassing companies with economic ties to both developed and emerging markets, which reflects the worldwide demand and resilience of luxury brands. Managed by a team with extensive tenure, the fund fits within the consumer cyclical category, targeting segments that are sensitive to economic cycles but tend to exhibit robust growth and pricing power. With its focus on high-quality, well-established luxury brands, the fund offers exposure to a sector that merges aspirational consumer demand with global economic trends, making it a distinctive component within the sector equity fund group.
Fund Family U.S. Global Investors
Category Consumer Cyclical
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol USLUX
Index S&P Global Luxury TR USD
USLUX had a total return of -3.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.90%.
