Skip to content This fund aims to deliver attractive total return by investing primarily in bonds issued by financial institutions, with currency exposure hedged back to US dollars. It allocates the portfolio across senior, subordinated, and hybrid debt of banks and insurers globally including AT1 and Tier 2 capital instruments, while systematically hedging non-USD currency exposure. The strategy employs Robeco's specialist financials credit research focused on identifying attractive risk-adjusted opportunities across the financials capital structure. Through hedged financial institutions bond investment, the fund provides differentiated financials credit exposure in USD terms, appropriate for income investors seeking financials credit participation with acceptance of structural complexity. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.22% | +3.22% |
| 3-Year Return | +26.68% | +8.19% |
| 5-Year Return | +17.46% | +3.27% |
| 10-Year Return | +57.77% | +4.66% |
| All Time Return | +80.38% | +4.80% |
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