Berenberg Systematic Approach - US Stockpicker Fund (A)
The Berenberg Systematic Approach – US STOCKPICKER Fund is a US equity fund based on the systematic “Berenberg STOCKPICKER Model”.
The Model selects on a systematic basis stocks which …
… are fundamentally undervalued,
… have shown resistance in falling markets and low sensitivity to bad news
… and are currently in an upward trend
(symbiosis of fundamental and technical analysis; by definition always fully invested). The Model has been applied to different regional markets since October 2004.
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|
A1135U / LU1068779807
|Investment Company||Universal-Investment-Luxembourg S.A.|
|Asset Management||Berenberg Bank (Schweiz) AG|
|Custodian Bank||State Street Bank Luxembourg S.A.|
|Financial Year End||30 Sep|
|Appropriation of Net Income||reinvestment|
Till Christian Budelmann
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, interest rate, and currency fluctuations; potentially high counterparty risk
|Other share class|