Berenberg Asset Management offers private and institutional investors innovative concepts and professional risk management strategies. Our experts develop solutions that are specifically configured for your needs and address your return, risk and liquidity goals, focussing preferentially on selected areas where we have especially deep knowledge.
We combine different investment styles – discretionary and quantitative – under one roof, and execute them in asset management mandates, segregated accounts and mutual funds.
Berenberg Wealth and Asset Management offers outstanding equity funds with convincing track records and top ratings, which we present here in compact form. Find out which of our fund managers is behind the respective ISIN, which investment strategies we pursue and why Berenberg equity funds can offer ideal solutions for your portfolio allocation.
Growth made in Europe
The two funds managed by Matthias Born - Berenberg European Focus Fund and Berenberg Eurozone Focus Fund - consistently benefit from structural growth trends. They are also very successful in ESG integration: MSCI ESG Fund Rating: AAA ("Leader") and Morningstar Sustainability Rating: Four Globes.
On the course for global success
The 30 best out of 2,500 - that is the formula for the highly concentrated portfolio of the Berenberg Global Focus Fund. With his all-caps approach, fund manager Martin Hermann takes a sharp look at the global winners of today and tomorrow.
Leading the way with sustainability
Solutions to global challenges provide growth opportunities. Bernd Deeken, fund manager of the Berenberg Sustainable World Equities, takes a close look and also focuses on smaller companies with high sustainability.
Hidden global market leaders
Peter Kraus is a passionate stock picker and reliably finds highly dynamic stocks in the shadow of the market giants. He manages the Berenberg European Small Cap and the Berenberg European Micro Cap. Both funds have won the Fund Award from EURO and Börse Online two years in a row.
Germany's inner strength
The funds managed by Andreas Strobl, Berenberg Aktien-Strategie Deutschland and the multiple award-winning Berenberg Aktien Mittelstand, demonstrate with their performance that the German economy offers successful 'Hidden Champions made in Germany'.
Economics: Strong recovery causes some supply bottlenecks.
Equities: Western stock indices at all-time highs. Under the surface, a "risk-off" sentiment is developing.
Bonds: Summer yield lows likely to be overcome.
Commodities: Gold currently valued fairly. Oil supply shortage likely to outweigh Covid-19 concerns.
Currencies: High US inflation probably leads to faster monetary policy turnaround. The US dollar benefits.
Investors have different needs and individual goals. The market environment, laws and regulations have a major influence on the capital investment decisions of private and institutional investors. Our experienced team understands these challenges, and can develop the ideal investment solutions with and for you.