Berenberg Global Equity Selection Protect (R GBP)
The investment objective of the fund is to achieve the highest possible rate of return with reduced volatility and small draw downs through the use of a dynamic hedging strategy.
The fund invests at least 51% of its net assets in global equities. The selection process is based on a bottom-up process using a proprietary Growth-at-reasonable price approach searching for fundamentally undervalued shares which are currently in an attractive trend phase and have shown resistance to falling markets.
The equity price risk is hedged with exchange-traded futures in falling markets. Hedging signals are generated by various trend-following sub-models for the individual indices that identify short-, mid- and long-term trends.
This information is not directed at US individuals and only to clients domiciled in those countries where this fund is admitted to public distribution.
Head of Relationship Management LondonMatthew Stemp
Phone +44 20 34 65-2649 email@example.com
|WKN / ISIN|
A1W34Q / LU0952738820
|Investment Company||Universal-Investment-Luxembourg S.A.|
Joh. Berenberg, Gossler & Co. KG
|Custodian Bank||State Street Bank Luxembourg S.A.|
|Financial Year End||31 Dec|
|Appropriation of Net Income||distributing|
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