Robeco BP US Premium Equities I $ header image

Robeco BP US Premium Equities I $

Fund

ISIN LU0226954369 / Valor 2242467

NAV (2026-07-02)
USD 674.16+0.48%

Robeco BP US Premium Equities I $
UMushroom community rating:

star star star star star
4.00 2 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
sustainability us stocks russell 3000 value index

Ratings & reviews

star star star star star

4.00

2 votes
Performance:
starstarstarstarstar
3.00
Innovation:
starstarstarstarstar
3.50
Society:
starstarstarstarstar
3.50
Nature:
starstarstarstarstar
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
star star star star star
-

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 373.33
Robeco BP US Premium Equities IH £
Robeco BP US Premium Equities IH £ Robeco BP US Premium Equities IH £
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%GBP 226.08
Robeco BP US Premium Equities G $
Robeco BP US Premium Equities G $ Robeco BP US Premium Equities G $
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 243.21
Robeco BP US Premium Equities D €
Robeco BP US Premium Equities D € Robeco BP US Premium Equities D € Valor: 10279150
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%EUR 813.60
Robeco BP US Premium Equities X $
Robeco BP US Premium Equities X $ Robeco BP US Premium Equities X $ Valor: 56820139
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.48%USD 227.08
Robeco BP US Premium Equities G £
Robeco BP US Premium Equities G £ Robeco BP US Premium Equities G £ Valor: 12357848
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.25%GBP 140.39
Robeco BP US Premium Equities IE £
Robeco BP US Premium Equities IE £ Robeco BP US Premium Equities IE £ Valor: 10228861
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.25%GBP 674.31
Robeco BP US Premium Equities F €
Robeco BP US Premium Equities F € Robeco BP US Premium Equities F € Valor: 19568748
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%EUR 525.02
Robeco BP US Premium Equities Z €
Robeco BP US Premium Equities Z € Robeco BP US Premium Equities Z €
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 596.96
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH € Robeco BP US Premium Equities FH € Valor: 19568765
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.47%EUR 373.19