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Robeco Financial Institutions Bonds IH £ header image

Robeco Financial Institutions Bonds IH £

Fund

ISIN LU1439788693 / Valor 33078048

NAV (2026-06-25)
GBP 158.57+0.09%

Robeco Financial Institutions Bonds IH £
UMushroom community rating:

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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

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3.80

15 votes
Performance:
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3.60
Innovation:
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3.53
Society:
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3.40
Nature:
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3.40
Leo Trepp
Switzerland, 05 Apr 2026
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Nicolas Allet
Switzerland, 31 Mar 2026
star star star star star
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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Robeco Financial Institutions Bonds BH $
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Annual Return

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Risk level

110
0.10%USD 94.43
Robeco Financial Institutions Bonds IH $
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Annual Return

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Risk level

110
0.09%USD 181.51
Robeco Financial Institutions Bonds CH $
Robeco Financial Institutions Bonds CH $ Robeco Financial Institutions Bonds CH $
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 100.64
Robeco Financial Institutions Bonds M2 €
Robeco Financial Institutions Bonds M2 € Robeco Financial Institutions Bonds M2 €
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Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 112.08
Robeco Financial Institutions Bonds IH CHF
Robeco Financial Institutions Bonds IH CHF Robeco Financial Institutions Bonds IH CHF Valor: 32234050
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Annual Return

-50%0%+50%

Risk level

110
0.06%CHF 127.35
Robeco Financial Institutions Bonds IH JPY
Robeco Financial Institutions Bonds IH JPY Robeco Financial Institutions Bonds IH JPY
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Annual Return

-50%0%+50%

Risk level

110
0.07%JPY 11,477.49
Robeco Financial Institutions Bonds IBH $
Robeco Financial Institutions Bonds IBH $ Robeco Financial Institutions Bonds IBH $
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Annual Return

-50%0%+50%

Risk level

110
0.09%USD 105.68
Robeco Financial Institutions Bonds 0I €
Robeco Financial Institutions Bonds 0I € Robeco Financial Institutions Bonds 0I € Valor: 24982591
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Annual Return

-50%0%+50%

Risk level

110
0.08%EUR 136.53
Robeco Financial Institutions Bonds FH $
Robeco Financial Institutions Bonds FH $ Robeco Financial Institutions Bonds FH $ Valor: 24024679
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Annual Return

-50%0%+50%

Risk level

110
0.10%USD 185.17
Robeco Financial Institutions Bonds M3 €
Robeco Financial Institutions Bonds M3 € Robeco Financial Institutions Bonds M3 €
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Annual Return

-50%0%+50%

Risk level

110
0.09%EUR 88.32
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