Our Europe-focused funds

Matthias Born manages Berenberg’s Europe-focused funds. A specialist for European equities, he is well known for his long-term investment horizon and his very active approach with a high deviation from benchmarks. He always keeps his eye on the risks. With the Berenberg European Focus Fund and Berenberg Eurozone Focus Fund, the head investment strategist for equities is continuing his successful investment philosophy.

 

Europe offers a diverse universe of unique companies. The European economy is experiencing stable growth. Industry is enjoying packed-full order books that are at their highest level since the 2008 financial crisis. The eurozone is also on a solid growth trajectory. Attractive European companies with convincing structural growth can currently be found in the industry, information technology, consumer goods and health sectors.

„You will be investing in companies with structural growth and lasting high profitability.“

Fund manager Matthias Born

Your expert

Your expert

Matthias Born started his career in 2001 in the team for European second-tier stocks at Allianz Global Investors (AGI), where he initially managed an equity fund for German growth stocks as well as portfolios for European second-tier stocks. From 2007, he was hugely successful in managing Concentra, a classic German equity fund. His greatest success was in 2009 as co-head of the team for European growth stocks at AGI. He headed up one of the most successful teams for European equities and was responsible for client funds in the large double-digit billions. He has won several awards from fund rating agencies for his outstanding performance on the German and European equities market.

Your team

Your team

Berenberg boasts one of the most experienced portfolio management teams for German equities. This focused team is a decisive factor in the success of the active stock-picking process, which is based on fundamentals.

  • Equities team with more than ten specialists
  • Many years of experience and excellent track record
  • Tried-and-tested concept
  • Added value through specialised small and mid cap managers
  • Access to top management of German and European companies

Investment strategy

Berenberg European Focus Fund is a classic stock-picking fund. Stocks are selected bottom up based on fundamental corporate data. The focus is on European blue chips with a market capitalisation from 5 billion Euros as well as high-growth small and mid caps. The fund management team subjects the companies to rigorous scrutiny. Business models and financial ratios must be convincing. The “best” investment ideas are consistently given a higher weighting. Investors looking for a pure euro-based investment can choose Berenberg Eurozone Focus Fund. Both Europe-focused funds feature a very concentrated portfolio with a maximum of 50 stocks.

 Private investor
Unit class R
Institutional investor
Unit class I
WKNA2DVP7A2DVP8
ISINLU1637618155LU1637618239
Launch date02. October 201702. October 2017
Use of earningsaccumulativeaccumulative
Minimum initial investmentnone500,000 Euro

 

 

 

 

 

 

 


For detailed information on our Europe-focused fund, please visit our funds page.

Berenberg European Focus Fund
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
 Private investor
Unit class R
Institutional investor
Unit class I
WKNA2DVQGA2DVQH
ISINLU1637618403LU1637618585
Launch date02. Oktober 201702. Oktober 2017
Use of earningsaccumulativeaccumulative
Minimum initial investmentnone500,000 Euro

 

 

 

 

 

 

 

For detailed information on our eurozone-focused fund, please visit our funds page.

Berenberg Eurozone Focus Fund
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

Interested in our Europe-focused fund or an eurozone investment?

Just give us a call. Of course you can also contact your Berenberg advisor or your own bank advisor, stating the name of the fund and the securities ID or ISIN code.

Berenberg European Focus Fund
Private investor | Unit class R
WKN A2DVP7 / ISIN LU1637618155

Institutional investor | Unit class I
WKN A2DVP8 / ISIN LU1637618239

Berenberg Eurozone Focus Fund
Private investor | Unit class R
WKN A2DVQG / ISIN LU1637618403

Institutional investor | Unit class I
WKN A2DVQH / ISIN LU1637618585

For detailed information on our Europe-focused funds, please visit our funds page.

Purchase
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • High return potential of stocks over the long term
     
  • Outperformance of growth stocks
     
  • Possible additional earnings due to single stock picking
Opportunities
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • Market-, sector and company specific price volatility
  • The value of the fund´s shares may fall below the price at which the client originally bought them
  • Limited diversification due to concentration on one country
  • Underperformance of growth stocks
  • No guarantee of success in stock picking
Risks
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

This information is a marketing communication. It does not constitute an investment strategy recommendation within the meaning of section 3 para. 1 No. 34 of EU Regulation No. 596/2014 nor an investment recommendation within the meaning of section 3 para. 1 No. 35 of EU Regulation No. 596/2014, each read in conjunction with section 85 para. 1 WpHG. As a marketing communication this information does not meet all legal requirements to warrant the objectivity of investment recommendations and investment strategy recommendations and is not subject to the ban on trading prior to the publication of investment recommendations and investment strategy recommendations. This information is meant to give you an opportunity to get an idea of a certain investment. However, it is not a substitute for legal, tax or individual financial advice. Your investment objectives as well as your personal and financial situation have not been considered either. We therefore expressly point out that this information does not constitute personal investment advice. The information has not been revised by an independent audit firm nor any other independent expert. At any rate, you should take an investment decision on the basis of the selling informations (key investor information information, selling prospectus, current annual and possibly semi-annual report). These contain detailed information regarding the opportunities and risks associated with the fund. The selling informations in German can be requested free of charge from Joh. Berenberg, Gossler & Co. KG (Berenberg), Neuer Jungfernstieg 20, 20354 Hamburg, Germany and are available at the internet address www.berenberg.de/fonds. The statements made in this information are based on either own or generally accessible sources of third-party content and take into account the status quo at the time this information was drawn up. Subsequent changes cannot be considered. Due to the lapse of time and/or owing to changes in legislation, political, economic or other changes, some of the information may turn out to be no longer correct. We do not commit to pointing out such changes and/or to drawing up an updated information. We would like to point out that past perfomances, simulations or estimates are no reliable indicator for future performance and that fees may be charged for the administration of the safe custody account, which will lower the performance. For an explanation of related technical terms, please see the online glossary at www.berenberg.de/en/glossary.

Important notes
Sabrina Bendel
Telephone: + 49 69 91 30 90-242