×

Login

Skip to main content

Equities

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.

Consistently active

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

Our Equity Funds

European Equities

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.

> AT A GLANCE

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg European Focus Fund R
LU1637618155/A2DVP7
131.84 EUR5.06%26.94%Berenberg Funds
Berenberg Eurozone Focus Fund R
LU1637618403/A2DVQG
129.77 EUR6.15%26.96%Berenberg Funds

Small and Micro Cap Equities

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.

> AT A GLANCE

 

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg European Small Cap R
LU1637619120/A2DVQD
132.05 EUR7.17%26.50%Berenberg Funds
Berenberg European Micro Cap R
LU1637618742/A2DVQA
129.44 EUR7.03%26.26%Berenberg Funds

German Equities

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.

> AT A GLANCE

 

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg-1590-Aktien Mittelstand R
DE000A14XN59/A14XN5
156.84 EUR4.33%26.54%Berenberg Funds

ESG Equities

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.

> AT A GLANCE

 

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Sustainable World Equities R
LU1878855581/A2N6AL
157.21 EUR16.22%25.76%Berenberg Funds

Global Equities

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.

> AT A GLANCE

 

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Global Focus Fund R
LU1900076933/A2N73B
164.80 EUR20.14%26.62%Berenberg Funds

Opportunities

  • Potential for high returns on equity in the long term
  • Above-average growth equity performance at times
  • Above-average performance for small and micro caps at times
  • Possibility of additional returns through single-stock analyses and active management
 

Risks

  • Equity is highly susceptible to fluctuations, possibility of losses from exchange rate fluctuation
  • The volatility (value fluctuation) of the value of shares in funds can be significantly elevated
  • Shares in funds can fall below the price at which the customer purchased the share
  • Possibility of below-average growth equity performance at times
  • Possibility of below-average performance for small and micro caps at times
  • No guarantee that single-stock analyses and active management will be successful
 

Head of Product Specialists Equities
Sabrina Bendel
Phone +49 69 91 30 90-242
sabrina.bendel@berenberg.de