We focus unwaveringly on investing in companies with a long-term horizon in mind. All of our investments are based on comprehensive analyses and close interaction with members of these companies’ top management. We are twelve portfolio managers with longstanding experience in equities managing eight funds.
Berenberg equity expertise
- Proven expertise in companies of all market caps
- Tried-and-tested “growth/quality” investment concept
- Excellent performance results and highly experienced team
- Concentrated portfolios
Stringent philosophy
- Active management approach independent of benchmark indices
- Disciplined buy-and-hold approach
- Adherence with ESG and sustainability standards
Investment focus
- High-quality companies with
+ high organic growth rates
+ robust balance sheets
+ outstanding profitability
+ strong competitive position - Long-term structural growth drivers
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.
| Fund name
ISIN / WKN | Date
| NAV
| Performance
1 Year | Volatility
1 Year | Funds Overview
|
|---|---|---|---|---|---|
|
Berenberg European Focus Fund R LU1637618155/A2DVP7 | 156.72 EUR | 20.28% | 27.44% | Berenberg Funds | |
|
Berenberg Eurozone Focus Fund R LU1637618403/A2DVQG | 155.53 EUR | 21.63% | 27.28% | Berenberg Funds |
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.
| Fund name
ISIN / WKN | Date
| NAV
| Performance
1 Year | Volatility
1 Year | Funds Overview
|
|---|---|---|---|---|---|
|
Berenberg European Small Cap R LU1637619120/A2DVQD | 156.52 EUR | 25.36% | 27.04% | Berenberg Funds | |
|
Berenberg European Micro Cap R LU1637618742/A2DVQA | 166.24 EUR | 31.27% | 27.13% | Berenberg 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.
| Fund name
ISIN / WKN | Date
| NAV
| Performance
1 Year | Volatility
1 Year | Funds Overview
|
|---|---|---|---|---|---|
|
Berenberg Aktien Mittelstand R DE000A14XN59/A14XN5 | 195.13 EUR | 25.19% | 27.00% | Berenberg Funds |
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.
| Fund name
ISIN / WKN | Date
| NAV
| Performance
1 Year | Volatility
1 Year | Funds Overview
|
|---|---|---|---|---|---|
|
Berenberg Sustainable World Equities R LU1878855581/A2N6AL | 179.82 EUR | 27.69% | 26.58% | Berenberg Funds |
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.
| Fund name
ISIN / WKN | Date
| NAV
| Performance
1 Year | Volatility
1 Year | Funds Overview
|
|---|---|---|---|---|---|
|
Berenberg Global Focus Fund R LU1900076933/A2N73B | 183.94 EUR | 29.10% | 27.55% | Berenberg Funds |
Opportunities
| Risks
|
Head of Product Specialists Equities
Sabrina Bendel
Phone +49 69 91 30 90-242
sabrina.bendel@berenberg.de