Robeco BP US Premium Equities G $
UMushroom community rating:
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:
sustainabilityus stocksrussell 3000 value index
Ratings & reviews
4.00
2 votes
Performance:
3.00
Innovation:
3.50
Society:
3.50
Nature:
4.00
Fabio Kull
Switzerland, 04 Apr 2026
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 FH CHF
Robeco BP US Premium Equities FH CHF
Robeco BP US Premium Equities FH CHF
Annual Return
-50%0%+50%
Risk level
110
0.34%CHF 172.42
Robeco BP US Premium Equities E $
Robeco BP US Premium Equities E $
Robeco BP US Premium Equities E $
Valor: 3250432
Annual Return
-50%0%+50%
Risk level
110
0.35%USD 266.30
Robeco BP US Premium Equities Y $
Robeco BP US Premium Equities Y $
Robeco BP US Premium Equities Y $
Valor: 56820384
Annual Return
-50%0%+50%
Risk level
110
0.35%USD 229.23
Robeco BP US Premium Equities IH £
Robeco BP US Premium Equities IH £
Robeco BP US Premium Equities IH £
Annual Return
-50%0%+50%
Risk level
110
0.34%GBP 227.15
Robeco BP US Premium Equities D €
Robeco BP US Premium Equities D €
Robeco BP US Premium Equities D €
Valor: 10279150
Annual Return
-50%0%+50%
Risk level
110
0.43%EUR 818.76
Robeco BP US Premium Equities G £
Robeco BP US Premium Equities G £
Robeco BP US Premium Equities G £
Valor: 12357848
Annual Return
-50%0%+50%
Risk level
110
0.21%GBP 140.67
Robeco BP US Premium Equities X $
Robeco BP US Premium Equities X $
Robeco BP US Premium Equities X $
Valor: 56820139
Annual Return
-50%0%+50%
Risk level
110
0.35%USD 228.16
Robeco BP US Premium Equities MH €
Robeco BP US Premium Equities MH €
Robeco BP US Premium Equities MH €
Valor: 3909808
Annual Return
-50%0%+50%
Risk level
110
0.34%EUR 360.27
Robeco BP US Premium Equities IE £
Robeco BP US Premium Equities IE £
Robeco BP US Premium Equities IE £
Valor: 10228861
Annual Return
-50%0%+50%
Risk level
110
0.21%GBP 675.69
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH €
Valor: 19568765