Large European technology and market leaders enjoy long-term, above-average growth thanks to continuous innovations and sound business models. Highly dynamic hidden champions often take the form of small- and medium-sized companies. With the all cap approach of our European equity funds, you can take advantage of all market segments.
A large number of companies are available for selection in the small and mid caps segment in Europe. At the same time smaller companies receive significantly less attention from external analysts. However, this segment is home to numerous hidden fast-growing global market leaders (known as hidden champions). You can profit from this with our second-tier equity funds.
The DAX represents only a fraction of the investment opportunities in Germany. Fast-growing hidden champions can be found in the second-tier segment in particular, thanks to globally leading products. With our Germany equity funds, you can rely on the strengths of the German economy.
We consistently invest in high-growth companies that make a positive contribution to tackling global challenges facing the environment and society. Smaller, very sustainable companies are often neglected and undervalued. You too can take advantage of this and get involved in this value creation process at an early stage.
Market-dominant technology leaders are on the road to success around the world and, thanks to constant innovation and stable business models, are growing permanently and above average. Furthermore, the small cap segment includes companies whose future prospects are not yet reflected in the share price. Join us in counting on the current and future winners on the stock market.
The recipe for success of the fund is the selection of global quality companies with above-average, long-term growth opportunities. On top of this, the fund can invest in other asset classes to reduce volatility and increase diversification in extreme market phases. Investors in the fund hence benefit from the tactical steering of the equity allocation based on our multi asset strategists’ market views around a neutral weight of 90%.
Benefit from a flexible multi-asset strategy with a focus on individual ideas. Strategic long-term positions in attractive capital market segments, especially niches, are supplemented by short-term oriented thematic investments as well as opportunistic positions. Investments are made broadly across all asset classes and regions - deliberately detached from any benchmark. Therefore, the active approach is not based on pre-defined bandwidths for individual asset classes. On the portfolio-level, a comprehensive risk overlay is made on the basis of sensitivities to key risk factors.
Invest in our balanced, globally oriented multi-asset strategy. The strategy generates attractive returns through a broad diversification of global investments, an active allocation management, as well as a flexible exploitation of opportunities combined with a professional risk management. The strategy benefits from our proven stock selection process and the active asset allocation. The inherent risk of the strategy is alleviated by a high degree of diversification of the investment capital.
ISIN / WKN
Berenberg Multi Asset Balanced R A|
|67.11 EUR||26.31%||8.12%||Berenberg Funds|
Berenberg Multi Asset Balanced R D|
|79.39 EUR||26.29%||8.13%||Berenberg Funds|
Berenberg Multi Asset Balanced M A|
|112.59 EUR||0.00%||Berenberg Funds|
Invest in a defensive multi-asset strategy that goes beyond the classic products on the stock and bond markets. The central aspect of the strategy is a broad diversification across asset classes, segments, sectors, currencies and regions to exploit advantageous correlation properties. This is supplemented by an active and flexible management of investment quotas along with a continuous risk controlling, which aims to alleviate price fluctuations as well as a steady participation in the capital markets.
Benefit from an investment strategy with the goal of stable and attractive returns above money market investments. The fund primarily invests in variable and fixed-interest rate bonds mainly from European issuers with short and medium maturities. The selection is based on a quantitative investment process, which is supplemented by opportunistic, discretionary management decisions. The duration is actively managed in a range between 0 and 2 years
Invest in an opportunity-oriented bond portfolio that primarily invests in corporate and financial bonds. The aim of the portfolio is to achieve an attractive return that is independent of European interest rate developements. In addition to the focus on attractive bottom-up ideas and the achievement of high coupon yields, opportunities in various market phases can be exploited due to the flexible and benchmark independent positioning as well as the broad investment universe.
Participate in the appreciation of (foreign) currencies against the euro and the yield advantage of foreign currency bonds compared to euro investments. The fund primarily invests in liquid, global bonds denominated in currencies outside of the European Monetary Union (ex Euro). The investment approach is rule-based and incorporates both fundamental and sentiment indicators. Depending on the market environment, either an active overweight in developed or emerging markets is taken or the regions are weighted neutrally.
Benefit from the yield advantage of emerging market bonds while creating environmental and social value. Due to the selection of sustainable government and corporate bonds, the fund exhibits a less volatile performance characteristic compared to the benchmark as well as traditional emerging market debt investments. In addition to the above-average earnings potential, the long-term investment strategy is based on the fundamental strength of highly liquid government and corporate bond issuers that meet the strategy’s strict sustainability criteria.
Take advantage of the above-average earnings potential of the Emerging Markets Debt asset class. The strategy identifies and exploits market inefficiencies in this asset class. The investment process is rule-based and combines a fundamental selection approach with a quantitative allocation approach. The investment universe consists of emerging market government and quasi-government bonds which are predominantly denominated in US dollars. The currency risk is fully alleviated through hedging instruments. In addition to that, the investment process is supplemented by active duration management.
Risks: The funds is exposed to general market risk. The value of the fund assets, and hence the value of each individual unit, may rise or fall compared with the issue price. In some circumstances, this may result in the investor not receiving back all of the money invested. The risk weighting depends on the investment policy applied. The mutual fund concentrates on investments in specific assets, which results in it being especially dependent on the performance of these assets or markets. The Bank may conduct derivative transactions on behalf of the mutual fund for the purposes of hedging, efficient portfolio management and the generation of additional earnings. The latter may at least temporarily increase the risk of the mutual fund recording a loss. The mutual fund is exposed to a risk of greater volatility that is impossible to exclude on account of its composition and its investment strategy. This entails unit prices rising or falling steeply over short periods of time. No guarantee can be provided that the objectives of the investment policy will be achieved. Past performance is not necessarily indicative of future results.
Information:This document is a marketing communication. It is intended exclusively for clients in the "professional clients" client category pursuant to section 67(2) of the WpHG and/or "eligible counterparties" pursuant to section 67(4) of the WpHG, and is not meant for private clients. This information and references to issuers, financial instruments or financial products do not constitute an investment strategy recommendation pursuant to Article 3 (1) No. 34 Regulation (EU) No 596/2014 on market abuse (market abuse regulation) nor an investment recommendations pursuant to Article 3 (1) No. 35 Regulation (EU) No 596/2014, both provisions in connection with section 85 (1) of the German Securities Trading Act (WpHG). As a marketing communication this document 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 document is intended to give you an opportunity to form your own view of an investment. However, it does not replace a legal, tax or individual financial advice. Your investment objectives and your personal and financial circumstances were not taken into account. We therefore expressly point out that this information does not constitute individual investment advice. Any products or securities described may not be available for purchase in all countries or only in certain investor categories. This information may only be distributed within the framework of applicable law and in particular not to citizens of the USA or persons resident in the USA. The statements made herein have not been audited by any external party, particularly not by an independent auditing firm.
In the case of investment funds, you should always make an investment decision on the basis of the sales documents (key investor document, sales prospectus, current annual, if applicable, semi-annual report), which contain detailed information on the opportunities and risks of the relevant fund. In the case of securities for which a securities prospectus is available, investment decisions should always be made on the basis of the securities prospectus, which contains detailed information on the opportunities and risks of this financial instrument, otherwise at least on the basis of the product information document. All the aforementioned documents can be obtained from Joh. Berenberg, Gossler & Co. KG (Berenberg), Neuer Jungfernstieg 20, 20354 Hamburg, Germany, free of charge. The fund sales documents and the product information sheets for other securities are available via a download portal using the password "berenberg" at the Internet address https://docman.vwd.com/portal/berenberg/index.html. The sales documents of the funds can also be requested from the respective investment management company. We will be pleased to provide you with the specific address details upon request.
The statements contained in this document are based either on the company’s own sources or on publicly accessible third-party sources, and reflect the status of information as of the date of preparation of the presentation stated below. Subsequent changes cannot be taken into account in this document. The information given can become incorrect due to the passage of time and/or as a result of legal, political, economic or other changes. We do not assume responsibility to indicate such changes and/or to publish an updated document. Past performance, simulations and forecasts are not a reliable indicator of future performance and custody fees may occur which can reduce overall performance. For investors in Switzerland: The fund’s domicile is Luxembourg. The fund is qualified for distribution to non-qualified investors in Switzerland. The paying agent in Switzerland is Tellco AG, Bahnhofstrasse 4, CH-6430 Schwyz and the representative is 1741 Fund Solutions AG, Burggraben 16, 9000 St. Gallen, Switzerland. The prospectus including the general and specific terms, the key investor information document (KIID) as well as the annual and semi-annual report of the fund may be obtained free of charge and in German language from the aforementioned representative (Phone +41 58 458 48 00). For shares distributed in or from Switzerland place of execution and jurisdiction is at the representative’s registered office. Please refer to the online glossary at www.berenberg.de/glossar for definitions of the technical terms used in this document. Date: 30.09.2020