Robeco BP US Premium Equities D HKD header image

Robeco BP US Premium Equities D HKD

Fund

ISIN LU3106452140 / Valor 14678389

NAV (2026-06-25)
HKD 117.90+0.09%

Robeco BP US Premium Equities D HKD
UMushroom community rating:

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4.00 2 votes No rating yet
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Robeco BP US Premium Equities invests primarily in leading sectors like banking, consumer finance, and capital markets, which have driven its recent performance. The fund deliberately avoids real estate investments, contributing to its gains, while also holding some health care companies that have slightly weighed on returns. By focusing on strong-performing financial and capital market firms, Robeco BP US Premium Equities aims to capitalize on growth within these key areas of the US stock market.

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Tags:
sustainability us stocks russell 3000 value index

Ratings & reviews

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4.00

2 votes
Performance:
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3.00
Innovation:
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3.50
Society:
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3.50
Nature:
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4.00
Fabio Kull
Switzerland, 04 Apr 2026
star star star star star
undervalued companies — dependent on the value cycle.
Lorenz Lehner
Switzerland, 05 Apr 2026
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OTHER SHARE CLASSES OF THIS FUND

Robeco BP US Premium Equities E $
Robeco BP US Premium Equities E $ Robeco BP US Premium Equities E $ Valor: 3250432
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Annual Return

-50%0%+50%

Risk level

110
0.08%USD 259.54
Robeco BP US Premium Equities FH CHF
Robeco BP US Premium Equities FH CHF Robeco BP US Premium Equities FH CHF
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Annual Return

-50%0%+50%

Risk level

110
0.05%CHF 168.25
Robeco BP US Premium Equities G £
Robeco BP US Premium Equities G £ Robeco BP US Premium Equities G £ Valor: 12357848
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Annual Return

-50%0%+50%

Risk level

110
-0.36%GBP 139.19
Robeco BP US Premium Equities F €
Robeco BP US Premium Equities F € Robeco BP US Premium Equities F € Valor: 19568748
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Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 516.99
Robeco BP US Premium Equities Z €
Robeco BP US Premium Equities Z € Robeco BP US Premium Equities Z €
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Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 587.72
Robeco BP US Premium Equities X $
Robeco BP US Premium Equities X $ Robeco BP US Premium Equities X $ Valor: 56820139
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 222.29
Robeco BP US Premium Equities K $
Robeco BP US Premium Equities K $ Robeco BP US Premium Equities K $ Valor: 22458129
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 365.47
Robeco BP US Premium Equities D €
Robeco BP US Premium Equities D € Robeco BP US Premium Equities D € Valor: 10279150
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Annual Return

-50%0%+50%

Risk level

110
-0.23%EUR 801.26
Robeco BP US Premium Equities MH €
Robeco BP US Premium Equities MH € Robeco BP US Premium Equities MH € Valor: 3909808
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Annual Return

-50%0%+50%

Risk level

110
0.07%EUR 351.38
Robeco BP US Premium Equities IH £
Robeco BP US Premium Equities IH £ Robeco BP US Premium Equities IH £
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Annual Return

-50%0%+50%

Risk level

110
0.09%GBP 221.33