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Berenberg-1590-Substanz-Universal (A)

The Berenberg-1590-Substanz-Universal is an asset-managing fund with a total return approach* and invests in stocks, bonds, alternative investments and liquidity.

Based on several indicators (macroeconomic, fundamental, technical) the investment ratio, the duration as well as the regional and sector allocation are managed.

The share of equities is limited to 50% of the portfolio. The fund invests in single stocks, actively managed funds as well as passive Exchange Traded Funds (ETFs). A specific attention is given to a systematic risk management.

*The funds total return approach objective is a long-term capital appreciation (investment horizon at least 3 years) while pursuing a systematic limitation of the risk of loss.

This fund is an exclusive product which can be acquired only by clients of Berenberg and via selected marketing partners.

This information is not directed at US individuals and only to clients domiciled in those countries where this fund is admitted to public distribution.


Detlef Meyer
Phone +49 40 350 60-445
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Prices from

Issue price

Repurchase price

Performance current year

Performance 1 year

Performance 3 years

Performance 5 years


Investment objective

moderate earnings expectations, resulting from stock market, bond market, and currency opportunities

Potential rewards

relatively high returns, aimed at outperforming capital market interest rates.

risk of loss from stock, interest rate, and currency fluctuations; potentially high counterparty risk.


Other share class

reinvestment (Class T)
A1H6HG / DE000A1H6HG5

Hintergrund Berenberg Wappen