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Berenberg Strategy Allocation (I)

The fund of funds invests in Berenberg mutual funds based on various asset classes, investment philosophies and time horizons. Allocation is dynamically managed by means of a quantitative model. Decisions on changes in allocation are taken on the basis of a model following a purely quantitative investment approach, and implemented with discipline.

The decision architecture, which can generally be described as following the trend, consists of various sub-models which generate market indications for the individual funds largely independently of each other.

If necessary, strategic allocation is optimised with a clear focus on risk. The strategically determined allocation represents upper limits for the individual funds. The model allows to adjust investment shares only downwards. The residual is invested in the money market/money market funds. This procedure is to ensure that the risk expected from the optimisation is not exceeded.

This information is not directed at US individuals and only to clients domiciled in those countries where this fund is admitted to public distribution.

Private clients

Detlef Meyer
Phone +49 40 350 60-445

Institutional clients

Versicherungen & Versorgungswerke
Uwe Schwedewsky
Phone +49 40 350 60-235
More Contacts

Prices from

Issue price

Repurchase price

Performance current year

Performance 1 year

Performance 3 years

Performance 5 years

Countries

Investment Objective

moderate earnings expectations, resulting from market opportunities

Potencial rewards

relatively stable returns

Risiks

risk of loss from stock, interest rate, and currency fluctuations; potentially high counterparty risk

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Fact-Sheet

Other share class

Private clients (Class R)
A1C0UD / DE000A1C0UD3

Hintergrund Berenberg Wappen