Berenberg Aktien-Strategie Deutschland – our flagship fund

Know-how and experience – Berenberg’s Germany-focused fund combines both of these factors for success. It takes advantage of the expertise of Germany’s oldest private bank and bears the signature of Henning Gebhardt, whose reputation precedes him as an equities expert. The renowned fund manager has been applying his tried-and-tested investment philosophy to the actively managed Berenberg Aktien-Strategie Deutschland equity fund since mid-June 2017. Large cap stocks and small and mid caps: Henning Gebhardt focuses on blue chip stocks and adds a flexible portion of second tier stocks to the mix. His recipe for success is based on the targeted selection of equities with strong growth potential. He also keeps watch for undervalued equities.

 

 

Germany is in excellent economic shape. Europe’s leading national economy offers interesting investment prospects: car manufacturers, chemical and pharmaceutical companies, a strong retail sector and last but not least innovative IT specialists. There are promising candidates amongst blue chips and hidden champions. They all benefit from Germany’s excellent economic conditions.

 

„For me, growth and prospects for success are the decisive factors.“

Head of Wealth and Asset Management and fund manager Henning Gebhardt

Your team

Your team

Berenberg boasts one of the most experienced portfolio management teams for German equities. This focused team is a decisive factor in the success of the active stock-picking process, which is based on fundamentals.
– Equities team with more than ten specialists
– Many years of experience and excellent track record
– Tried-and-tested concept
– Support from specialised small and mid cap managers
– Access to top management of German and European companies

Your Expert

Your Expert

Henning Gebhardt has been a member of Berenberg’s Extended Management Board since January 2017. He heads up the Wealth and Asset Management central business unit.

He previously worked for more than 20 years for the Deutsche Bank Group, most recently as a member of the management of Deutsche Asset Management Investment GmbH. He was also Global Head of Equities and Chief Investment Officer EMEA. Before that time, he held various executive roles and was responsible for German, European, Asian and global funds. He has won several awards for his outstanding management achievements. Most recently he won the Sauren Golden Award for “Comeback of the year” and two gold medals.

Investment strategy

Berenberg Aktien-Strategie Deutschland is a classic stock-picking fund. Stocks are selected bottom up based on fundamental corporate data. Fund management only purchases what it considers to be “first choice”. The business model and key financial ratios must be convincing. The fund management team subjects the companies to rigorous scrutiny. The focus is on detailed discussions with analysts and company representatives.

Berenberg Aktien-Strategie Deutschland

 Private investor
Unit class R
Institutional investor
Unit class I
WKN542188A2DP48
ISINLU0146485932LU1599248827
Launch date01. August 2002*16. June 2017
Use of earningsaccumulativedistributing
Minimum initial investmentnone500,000 Euro

 

 

 

 

 

 

 

For detailed information on our Germany-focused fund, please visit our funds page.

Fund facts
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

Interested in our Germany-focused fund?

Just give us a call. Of course you can also contact your Berenberg advisor or your own bank advisor, stating the name of the fund and the securities ID or ISIN code.

Private investor | Unit class R
WKN 542188 / ISIN LU0146485932

Institutional investor | Unit class I
WKN A2DP48 / ISIN LU1599248827

For detailed information on our Germany-focused fund, please visit our funds page.

Purchase
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • High return potential of stocks over the long term
     
  • Outperformance of growth stocks
     
  • Possible additional earnings due to single stock picking
Opportunities
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • Market-, sector and company specific price volatility
     
  • The value of the fund´s shares may fall below the price at which the client originally bought them
     
  • Limited diversification due to concentration on one country
     
  • Underperformance of growth stocks
     
  • No guarantee of success in stock picking
Risks
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

This information is a marketing communication. It does not constitute an investment strategy recommendation within the meaning of section 3 para. 1 No. 34 of EU Regulation No. 596/2014 nor an investment recommendation within the meaning of section 3 para. 1 No. 35 of EU Regulation No. 596/2014, each read in conjunction with section 85 para. 1 WpHG. As a marketing communication this information does not meet all legal requirements to warrant the objectivity of investment recommendations and investment strategy recommendations and is not subject to the ban on trading prior to the publication of investment recommendations and investment strategy recommendations. This information is meant to give you an opportunity to get an idea of a certain investment. However, it is not a substitute for legal, tax or individual financial advice. Your investment objectives as well as your personal and financial situation have not been considered either. We therefore expressly point out that this information does not constitute personal investment advice. The information has not been revised by an independent audit firm nor any other independent expert. At any rate, you should take an investment decision on the basis of the selling informations (key investor information information, selling prospectus, current annual and possibly semi-annual report). These contain detailed information regarding the opportunities and risks associated with the fund. The selling informations in German can be requested free of charge from Joh. Berenberg, Gossler & Co. KG (Berenberg), Neuer Jungfernstieg 20, 20354 Hamburg, Germany and are available at the internet address www.berenberg.de/fonds. The statements made in this information are based on either own or generally accessible sources of third-party content and take into account the status quo at the time this information was drawn up. Subsequent changes cannot be considered. Due to the lapse of time and/or owing to changes in legislation, political, economic or other changes, some of the information may turn out to be no longer correct. We do not commit to pointing out such changes and/or to drawing up an updated information. We would like to point out that past perfomances, simulations or estimates are no reliable indicator for future performance and that fees may be charged for the administration of the safe custody account, which will lower the performance. For an explanation of related technical terms, please see the online glossary at www.berenberg.de/en/glossary.

Important notes
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

News

MARKETS | Focus : The vulnerability of the markets is growing
11.10.2018
MARKETS | Focus : The vulnerability of the markets is growing
Horizon Q4 |  The Berenberg Capital Market Outlook
26.09.2018
Horizon Q4 | The Berenberg Capital Market Outlook
Horizon: Capital Market Outlook of Berenberg's Wealth and Asset Management
04.09.2018
Horizon: Capital Market Outlook of Berenberg's Wealth and Asset Management
Citywire Germany Awards 2018: Best Fund Group Equity Germany
09.05.2018
Citywire Germany Awards 2018: Best Fund Group Equity Germany
Henning Gebhardt receives Sauren Golden Award 2017
08.09.2017
Henning Gebhardt receives Sauren Golden Award 2017