Robeco BP US Premium Equities Z € header image

Robeco BP US Premium Equities Z €

Fund

ISIN LU0834378985 / Valor null

NAV (2026-06-26)
EUR 588.94+0.21%

Robeco BP US Premium Equities Z €
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 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
0.37%EUR 473.77
Robeco BP US Premium Equities FH CHF
Robeco BP US Premium Equities FH CHF Robeco BP US Premium Equities FH CHF
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.37%CHF 168.87
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
0.37%USD 223.11
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
0.37%USD 260.49
Robeco BP US Premium Equities G $
Robeco BP US Premium Equities G $ Robeco BP US Premium Equities G $
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Annual Return

-50%0%+50%

Risk level

110
0.37%USD 238.97
Robeco BP US Premium Equities IH £
Robeco BP US Premium Equities IH £ Robeco BP US Premium Equities IH £
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Annual Return

-50%0%+50%

Risk level

110
0.37%GBP 222.15
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
0.37%EUR 366.74
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
0.37%USD 366.81
Robeco BP US Premium Equities D HKD
Robeco BP US Premium Equities D HKD Robeco BP US Premium Equities D HKD Valor: 14678389
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Annual Return

-50%0%+50%

Risk level

110
0.38%HKD 118.35
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
0.41%GBP 139.76