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Robeco Financial Institutions Bonds IH CHF header image

Robeco Financial Institutions Bonds IH CHF

Fund

ISIN LU1395483537 / Valor 32234050

NAV (2026-07-16)
CHF 126.53-0.10%

Robeco Financial Institutions Bonds IH CHF
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:
starstarstarstarstar
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
star star star star star
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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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OTHER SHARE CLASSES OF THIS FUND

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
-0.07%USD 184.38
Robeco Financial Institutions Bonds 0I €
Robeco Financial Institutions Bonds 0I € Robeco Financial Institutions Bonds 0I € Valor: 24982591
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 135.85
Robeco Financial Institutions Bonds 0D €
Robeco Financial Institutions Bonds 0D € Robeco Financial Institutions Bonds 0D € Valor: 26724118
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Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 126.52
Robeco Financial Institutions Bonds I €
Robeco Financial Institutions Bonds I € Robeco Financial Institutions Bonds I € Valor: 12950163
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Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 202.64
Robeco Financial Institutions Bonds D €
Robeco Financial Institutions Bonds D € Robeco Financial Institutions Bonds D € Valor: 12950162
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Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 189.35
Robeco Financial Institutions Bonds MH $
Robeco Financial Institutions Bonds MH $ Robeco Financial Institutions Bonds MH $
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Annual Return

-50%0%+50%

Risk level

110
-0.07%USD 166.40
Robeco Financial Institutions Bonds IH £
Robeco Financial Institutions Bonds IH £ Robeco Financial Institutions Bonds IH £ Valor: 33078048
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Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 157.93
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
-0.07%USD 105.24
Robeco Financial Institutions Bonds M3H USD
Robeco Financial Institutions Bonds M3H USD Robeco Financial Institutions Bonds M3H USD
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Annual Return

-50%0%+50%

Risk level

110
-0.07%USD 89.27
Robeco Financial Institutions Bonds M3 €
Robeco Financial Institutions Bonds M3 € Robeco Financial Institutions Bonds M3 €
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 87.80
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