The “Berenberg 1590 Stiftung” is a broadly diversified Multi Asset Fund, investing in various asset classes like bonds, equities (max. 25%) and alternative investments (max. 10%). In total, equity investments and alternative investments are limited to 30%. The fund is focused on foundation-specific aspects and Berenberg sustainability criteria, which are essential within the selection process. An active tactical asset allocation, duration and allocations by region and by sector are derived from macroeconomic, fundamental and technical indicators. The investment strategy is implemented via individual securities, investment funds and exchange-traded funds (ETFs) with a focus on Europe. Derivatives can be added for hedging purposes or to optimize returns. The share class is distributing, with distributions taking place on a semi-annual basis.
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