Robeco BP US Premium Equities Y $
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 G $
Robeco BP US Premium Equities G $
Robeco BP US Premium Equities G $
Annual Return
-50%0%+50%
Risk level
110
-0.39%USD 242.66
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
-0.43%CHF 171.00
Robeco BP US Premium Equities DH €
Robeco BP US Premium Equities DH €
Robeco BP US Premium Equities DH €
Valor: 3250429
Annual Return
-50%0%+50%
Risk level
110
-0.41%EUR 402.25
Robeco BP US Premium Equities F €
Robeco BP US Premium Equities F €
Robeco BP US Premium Equities F €
Valor: 19568748
Annual Return
-50%0%+50%
Risk level
110
-0.05%EUR 527.16
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH €
Robeco BP US Premium Equities FH €
Valor: 19568765
Annual Return
-50%0%+50%
Risk level
110
-0.41%EUR 372.06
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
-0.40%USD 264.37
Robeco BP US Premium Equities D HKD
Robeco BP US Premium Equities D HKD
Robeco BP US Premium Equities D HKD
Valor: 14678389
Annual Return
-50%0%+50%
Risk level
110
-0.38%HKD 120.10
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
-0.05%EUR 816.56
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
-0.41%EUR 357.44
Robeco BP US Premium Equities IEH €
Robeco BP US Premium Equities IEH €
Robeco BP US Premium Equities IEH €
Valor: 27621970