Points clés
- A quality approach to investing in subordinated financials
- Strong focus on Tier 2 debt while exposure to CoCos is capped at 20%
- Experienced and stable investment team
À propos de ce fonds
Robeco Financial Institutions Bonds is an actively managed fund that mainly invests in subordinated debt issued by banks and insurance companies, primarily from Europe. The fund has a strong focus on Tier 2 debt, while having some flexibility to invest off-Benchmark in Contingent Convertible Bonds (also "coco" bonds), senior bonds and non-Euro denominated debt. The selection of these bonds is based on fundamental analysis. Performance drivers are the top-down beta positioning as well as bottom-up issuer selection. The fund's objective is to provide long-term capital growth.
Faits marquants
| Actif du fonds | USD 2,485,453,641 |
| Montant de la classe d'actions | USD 82,147,838 |
| Date de création de la classe d'actions | 04-02-2014 |
| Performances sur 1 an | 5.36% |
| Paiement de dividendes | Non |
Gérant
Jan Willem de Moor
Jan Willem Knoll


































