Berenberg European Equity Selection (R)
Berenberg European Equity Selection is a systematic and transparent stock picking process with a strictly quantitative model approach based on fundamental and technical principles in order to achieve benchmark oriented alpha independent from human decisions.
The investment universe is defined by EURO STOXX Large TR Index. The selection focuses on the identification of undervalued stocks that are currently in an attractive market trend and showed resistance in falling markets.
No derivatives or security lending is permitted.
This information is not directed at US individuals and only to clients domiciled in those countries where this fund is admitted to public distribution.
|WKN / ISIN||A1C2XN / DE000A1C2XN2|
|Investment Company||Universal-Investment-Gesellschaft mbH|
Joh. Berenberg, Gossler & Co. KG
|Custodian Bank||State Street Bank International GmbH|
|Financial Year End||31. Dec|
|Appropriation of Net Income||distributing|
|Fund Manager||Boris Jurczyk|
The graph “Performance after expenses” takes into account expenses typically incurred by the investor when buying and holding an investment. Within a model calculation, a one-time load of 1 % has been assumed. Fees may be charged for the administration of the safe custody account, which will additionally lower the performance.
Performance current year
Performance 1 year
Performance 3 years
Performance 5 years
high earnings expectations resulting primarily from market opportunities
above average returns
high risk of loss from stock fluctuations
|Other share class|
Institutional clients (Class I)