Robeco BP US Premium Equities FH CHF header image

Robeco BP US Premium Equities FH CHF

Fund

ISIN LU1777950897 / Valor null

NAV (2026-09-17)
CHF 176.40+0.38%

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

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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 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
0.43%USD 386.72
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
0.43%USD 235.23
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
0.42%USD 274.08
Robeco BP US Premium Equities YH £
Robeco BP US Premium Equities YH £ Robeco BP US Premium Equities YH £
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Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 114.41
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
0.88%EUR 541.67
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
0.41%EUR 385.21
Robeco BP US Premium Equities DH €
Robeco BP US Premium Equities DH € Robeco BP US Premium Equities DH € Valor: 3250429
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Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 415.99
Robeco BP US Premium Equities IH €
Robeco BP US Premium Equities IH € Robeco BP US Premium Equities IH € Valor: 3250462
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Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 497.76
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
1.18%GBP 145.61
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
0.41%EUR 369.37