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Robeco Financial Institutions Bonds M3H USD header image

Robeco Financial Institutions Bonds M3H USD

Fund

ISIN LU1618352857 / Valor null

NAV (2026-07-23)
USD 88.93-0.19%

Robeco Financial Institutions Bonds M3H USD
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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OTHER SHARE CLASSES OF THIS FUND

Robeco Financial Institutions Bonds F €
Robeco Financial Institutions Bonds F € Robeco Financial Institutions Bonds F €
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Annual Return

-50%0%+50%

Risk level

110
-0.20%EUR 122.16
Robeco Financial Institutions Bonds D €
Robeco Financial Institutions Bonds D € Robeco Financial Institutions Bonds D € Valor: 12950162
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.21%EUR 188.59
Robeco Financial Institutions Bonds BH $
Robeco Financial Institutions Bonds BH $ Robeco Financial Institutions Bonds BH $ Valor: 24731955
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%USD 93.66
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
-0.21%EUR 135.32
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
-0.19%USD 183.72
Robeco Financial Institutions Bonds IH $
Robeco Financial Institutions Bonds IH $ Robeco Financial Institutions Bonds IH $ Valor: 25594216
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Annual Return

-50%0%+50%

Risk level

110
-0.19%USD 180.11
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
-0.21%EUR 126.01
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
-0.22%EUR 87.43
Robeco Financial Institutions Bonds CH $
Robeco Financial Institutions Bonds CH $ Robeco Financial Institutions Bonds CH $
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.19%USD 99.86
Robeco Financial Institutions Bonds IH JPY
Robeco Financial Institutions Bonds IH JPY Robeco Financial Institutions Bonds IH JPY
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%JPY 11,362.07
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