Fund in focus

Berenberg Sentiment Fund

Our approach

Today's capital markets are largely driven by news and the associated market sentiment. State-of-the-art technology enables us to use to turn this unstructured data into actionable insights and use these for the prediction of price movements in financial markets.

The fund for a changing world

The Berenberg Sentiment Fund takes advantage of alternative sentiment data and state-of-the-art technology: The fund invests in a well diversified portfolio of different asset classes.

The fund invests in a well-diversified portfolio of different asset classes. The underlying investment philosophy aims to achieve positive returns over the entire market cycle by analysing globally written and spoken news in different languages (alternative data). Several hundred thousand global and unstructured real-time messages are analysed daily with latest Machine Learning technology and transformed into investment decisions. This process is fully automated. In addition, to the income from the active investment decision from sentiment models, ongoing interest income is to be generated through a bond floor portfolio.

Strategy overview

Globally diversified macro fund based on alternative sentiment data (market sentiment) and state-of-the-art technology. The objective is to achieve a positive return over an entire market cycle. The focus is on the asset classes commodities and currencies.

Investment universe

Exchange traded commodities (ETCs)

G10 currencies

Short-term, high credit quality bond portfolio for cash management


Management on the basis of our proprietary sentiment models

Fully quantitative

Investment target

Return of 5% p.a. with volatility of around <5% p.a.

Independent of market cycles

Berenberg Innovation & Data team

The Innovation & Data team is composed of Quant Researchers, Data Scientists, Portfolio Managers and Software Engineers. We collaborate with experts throughout the bank to develop methods that can extract valuable insights from the ever-increasing amount of available data and unlock the predictive power of AI.

Berenberg Sentiment Fund at a glance

  • Return of 5% p.a. with a volatility of around <5%

  • Lower dependence on the development of the stock and bond markets

  • Good and very well diversified addition to many other fund concepts

Facts and figures

All information about the Berenberg Sentiment Fund

Learn more and buy fund


Nico Baum
Head of Innovation & Data
Phone +49 69 91 30 90 -462
Alina Paul
Institutional Clients Germany
Phone +49 69 91 30 90-225

Berenberg Guardian

Attractive return potential in the medium to long term. High volatility of equities, riskier bonds and currencies, possible price losses.
Above-average performance by exploiting investment opportunities across regions and investment classes, focusing on attractive market segments and structural investment topics. Share value may fall below the purchase price at which the customer purchased the share.
Potential additional returns through active and opportunistic management. No guarantee of success through active and opportunistic management.
Closing index and currency futures for quota management may at least temporarily increase the risk of loss.