Robeco BP US Premium Equities FH CHF header image

Robeco BP US Premium Equities FH CHF

Fund

ISIN LU1777950897 / Valor null

NAV (2026-07-09)
CHF 171.83+0.76%

Robeco BP US Premium Equities FH CHF
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

star star star star star

4.00

2 votes
Performance:
starstarstarstarstar
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
0.79%USD 265.37
Robeco BP US Premium Equities IE £
Robeco BP US Premium Equities IE £ Robeco BP US Premium Equities IE £ Valor: 10228861
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Annual Return

-50%0%+50%

Risk level

110
0.64%GBP 674.26
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH € Robeco BP US Premium Equities FH € Valor: 19568765
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Annual Return

-50%0%+50%

Risk level

110
0.78%EUR 373.55
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
-0.75%EUR 594.99
Robeco BP US Premium Equities G $
Robeco BP US Premium Equities G $ Robeco BP US Premium Equities G $
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Annual Return

-50%0%+50%

Risk level

110
0.79%USD 243.51
Robeco BP US Premium Equities Y $
Robeco BP US Premium Equities Y $ Robeco BP US Premium Equities Y $ Valor: 56820384
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Annual Return

-50%0%+50%

Risk level

110
0.79%USD 228.43
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
0.78%GBP 226.37
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
0.56%EUR 815.25
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
0.79%USD 373.80
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
0.65%GBP 140.38