Robeco BP US Premium Equities Z €
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 IH €
Robeco BP US Premium Equities IH €
Robeco BP US Premium Equities IH €
Valor: 3250462
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
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
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
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 $
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 £
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
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
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
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