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Berenberg Aktien - Quality & Value

To attain the investment objective the assets of the sub-fund are invested in equity strategies actively managed by Berenberg, mainly in the form of mutual funds which are in accordance with the guidelines.

These target funds also include funds which are able to benefit not only from rising, but also from falling equity markets or equity markets tending to move sideways. In addition, the sub-fund can invest part of its assets in the money market or money market funds. The sub-fund can use financial instruments the value of which depends on the future prices of other assets (“derivatives”) to hedge or increase its assets.

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

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Investment objective
moderate earnings expectations resulting from stock market, bond market, and currency opportunities
Potential rewards
relatively high returns, aimed at outperforming capital market interest rates
Risks
Risk of loss from stock, interest rate, and currency fluctuations; potentially high counterparty risk
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