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Equities

Benefit from the expertise of our widely acclaimed portfolio managers and the proven performance of Germany's oldest private bank - whether you are looking for comprehensive asset management services or innovative fund solutions.

What sets us apart as your Equities Manager

Competence

  • Equity team with highly experienced portfolio managers
  • Many years of capital market experience of all decision makers
  • Benefit from the complete Berenberg expertise: economists, portfolio managers, quantitative and equity research

Implementation strength

  • Proven concept based on fundamental equity analysis and long-term investment horizon
  • No conflicts of interest, free in decisions
  • Focused product offering

Transparency

  • Detailed discussion and publication of our convictions
  • High commitment of our portfolio managers who invest in their own funds
  • Structured investment process and daily performance and risk monitoring

Investment philosophy

We offer our clients a broad yet focused range of equity funds that allow them to benefit from structural growth trends. As an active manager, we invest in companies with key quality characteristics.

Fundamental equity analysis

We take an active approach to investments and work independently of benchmark indices. Our focus is on our proprietary research, supplemented by our contact with companies’ top management as well as external analysts and independent experts. High entry barriers, end markets with structural growth and excellent management teams are the decisive criteria for business models.

Long-term prospects

The long-term growth potential of equities is often underestimated. We exploit these inefficiencies by investing with a clear buy-and-hold strategy in companies with above-average rates of profitability and attractive reinvestment opportunities. Successful companies invest their profits into their own growth, and create a compound interest effect for their shareholders through a cautious long-term business policy.

Risk management

The focus here is on implementing our investment approach in a disciplined and stringent manner, paying careful attention to risks that individual companies bring with them (including ESG risks), as well as risks at the overall portfolio level.


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
130.43 EUR3.94%26.89%Berenberg Funds
Berenberg Eurozone Focus Fund R
LU1637618403/A2DVQG
130.58 EUR6.81%26.75%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
130.24 EUR5.70%26.40%Berenberg Funds
Berenberg European Micro Cap R
LU1637618742/A2DVQA
127.09 EUR5.09%26.12%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
156.85 EUR4.34%26.51%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
152.34 EUR12.62%25.72%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
156.72 EUR14.25%26.41%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