Robeco BP US Premium Equities YH £
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 D €
Robeco BP US Premium Equities D €
Robeco BP US Premium Equities D €
Valor: 10279150
Annual Return
-50%0%+50%
Risk level
110
0.77%EUR 851.95
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
0.95%CHF 181.67
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
1.00%USD 242.99
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
1.00%USD 241.82
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
0.89%GBP 147.85
Robeco BP US Premium Equities IEH €
Robeco BP US Premium Equities IEH €
Robeco BP US Premium Equities IEH €
Valor: 27621970
Annual Return
-50%0%+50%
Risk level
110
0.98%EUR 231.10
Robeco BP US Premium Equities Z €
Robeco BP US Premium Equities Z €
Robeco BP US Premium Equities Z €
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 $
Annual Return
-50%0%+50%
Risk level
110
0.99%USD 258.93
Robeco BP US Premium Equities IH €
Robeco BP US Premium Equities IH €
Robeco BP US Premium Equities IH €
Valor: 3250462
Annual Return
-50%0%+50%
Risk level
110
0.98%EUR 512.02
Robeco BP US Premium Equities E $
Robeco BP US Premium Equities E $
Robeco BP US Premium Equities E $
Valor: 3250432