Robeco Financial Institutions Bonds FH $

Fund

ISIN LU1048590209 / Valor 24024679

NAV (2026-07-21)

USD 184.23-0.06%

Robeco Financial Institutions Bonds FH $
UMushroom community rating:

3.80 15 votes No rating yet

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Robeco Financial Institutions Bonds is an actively managed fund aimed at long-term capital growth by investing primarily in a diverse range of subordinated euro-denominated bonds issued by banks and insurance companies. The fund focuses on selecting investment-grade bonds through detailed fundamental analysis, ensuring exposure to higher-rated financial institutions. This approach provides a balanced and robust portfolio within the financial sector, emphasizing quality and stability in its bond holdings.

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Tags:

financial institutions subordinated bonds bloomberg euro aggregate corporates financials subordinated

Ratings & reviews

3.80

15 votes

Performance:

3.60

Innovation:

3.53

Society:

3.40

Nature:

3.40

Leo Trepp

Switzerland, 05 Apr 2026

Nicolas Allet

Switzerland, 31 Mar 2026

Diversified multi-asset strategy balancing equities, bonds, and alternatives. Provides steady risk-adjusted returns, though customization limits transparency and may dilute performance versus more dynamic strategies.

Timon Kienast

Switzerland, 04 Apr 2026

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OTHER SHARE CLASSES OF THIS FUND

Robeco Financial Institutions Bonds 0D €

Robeco Financial Institutions Bonds 0D € Valor: 26724118

Annual Return

-50%0%+50%

Risk level

110

-0.07%EUR 126.39

Robeco Financial Institutions Bonds IH CHF

Robeco Financial Institutions Bonds IH CHF Valor: 32234050

Annual Return

-50%0%+50%

Risk level

110

-0.08%CHF 126.38

Robeco Financial Institutions Bonds IBH $

Annual Return

-50%0%+50%

Risk level

110

-0.06%USD 105.16

Robeco Financial Institutions Bonds F €

Annual Return

-50%0%+50%

Risk level

110

-0.07%EUR 122.52

Robeco Financial Institutions Bonds IH £

Robeco Financial Institutions Bonds IH £ Valor: 33078048

Annual Return

-50%0%+50%

Risk level

110

-0.06%GBP 157.79

Robeco Financial Institutions Bonds M3H USD

Annual Return

-50%0%+50%

Risk level

110

-0.07%USD 89.18

Robeco Financial Institutions Bonds IH JPY

Annual Return

-50%0%+50%

Risk level

110

-0.07%JPY 11,398.59

Robeco Financial Institutions Bonds M3 €

Annual Return

-50%0%+50%

Risk level

110

-0.07%EUR 87.70

Robeco Financial Institutions Bonds M2 €

Annual Return

-50%0%+50%

Risk level

110

-0.07%EUR 111.30

Robeco Financial Institutions Bonds I €

Robeco Financial Institutions Bonds I € Valor: 12950163

Annual Return

-50%0%+50%

Risk level

110

-0.09%EUR 202.27

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Robeco Financial Institutions Bonds FH $

ISIN LU1048590209 / Valor 24024679

Robeco Financial Institutions Bonds FH $ UMushroom community rating:

Tags:

Leo Trepp

Nicolas Allet

Timon Kienast

Robeco Financial Institutions Bonds FH $
UMushroom community rating: