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Fixed Income

Take advantage of our many years of experience in managing active bond portfolios. We offer you a focused fixed-income strategy portfolio in selected market segments. This consists of mutual fund solutions and tailor-made investment solutions for institutional and private investors. In addition to our know-how in the selection of individual securities, we use the complete Berenberg expertise of our economists, capital market strategists and research teams. This gives us an interdisciplinary and holistic view of the bond markets. 

What sets us apart as your Fixed Income Manager

Experience

  • Successful strategies for over 20 years in various fixed income segments
  • Many years of capital market experience of all decision makers

Focus

  • Focused fixed-income strategy portfolio in areas in which we have outstanding expertise
  • Retail fund solutions and tailor-made investment solutions for institutional and private investors

Investment style

  • Interaction of systematic and discretionary selection components
  • Continuous risk controlling as a fundamental component 

Investment philosophy

The bundling of rule-based and discretionary selection processes enables us to identify and exploit a large number of opportunities. Within our bond universe, we use various levers in the construction of a fixed-income portfolio.

Focus on ESG

  • Sustainable investment solutions with the investment focus on Europe and emerging markets
  • Investments in bonds and issuers that make a positive contribution to the environment and society

Flexibility

  • Combination of different strategy modules and adaptation to specific investor needs 
  • Taking into account risk budgets in our portfolio allocation and management via an individual value protection overlay 
  • Tailor-made investment solutions for > institutional and > private investors 

Our investment focus

  • Investments to replace liquidity: Actively managed, widely diversified, short-term fixed income portfolios – customised to fit your appetite for risk

  • Europe : Active investment with a focus on euro-denominated bonds and flexible portfolio positioning

  • Emerging markets: Active investment in government and corporate bonds from globally important bond markets and the emerging markets in local and hard currencies

Our Fixed Income Funds

Berenberg Euro Enhanced Liquidity

Benefit from an investment strategy with the goal of stable and attractive returns above money market investments. The fund primarily invests in variable and fixed-interest rate bonds mainly from European issuers with short and medium maturities. The selection is based on a quantitative investment process, which is supplemented by opportunistic, discretionary management decisions. The duration is actively managed in a range between 0 and 2 years

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Euro Enhanced Liquidity R D
DE000A2H7PG5/A2H7PG
98.23 EUR-0.96%1.45%Berenberg Funds

Berenberg Euro Floating Rate Notes SGB

Benefit from an investment strategy that aims for a return similar to euro money market rates. The fund primarily invests in variable and money market fixed-interest securities with an average duration of up to 0.5 years. Investments are made in the defensive bond segments of government bonds, government-guaranteed bonds and investment grade mortgage bonds as well as unsecured bonds with a minimum rating of A-. The fund thus complies with the strict investment restrictions for social security institutions set out in SGB IV (German Social Security Code).

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg activeQ Floating Rate Notes SGB I
LU0321158882/A0M5AC
91.51 EUR-0.19%0.29%Berenberg Funds

Berenberg 1590 Renten Strategie

Benefit from a flexible, broadly diversified bond portfolio with a focus on EUR-denominated securities. The strategy aims to achieve a continuous and predictable income along with relatively low fluctuations in value. The strategy covers various market segments (corporate and financial bonds, government bonds, mortgage-backed bonds, etc.) and focuses on investment grade bonds with a medium-term maturity. The investment quotas, the bond segments and the capital commitment period are managed tactically in order to improve the expected return and alleviate risks.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg 1590 Renten Strategie A
DE000A0MZ309/A0MZ30
69.13 EUR0.41%2.73%Berenberg Funds

Berenberg Credit Opportunities

Invest in an opportunity-oriented bond portfolio that primarily invests in corporate and financial bonds. The aim of the portfolio is to achieve an attractive return that is independent of European interest rate developements. In addition to the focus on attractive bottom-up ideas and the achievement of high coupon yields, opportunities in various market phases can be exploited due to the flexible and benchmark independent positioning as well as the broad investment universe.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Credit Opportunities R A
LU0636630005/A1JBQ7
121.72 EUR0.29%6.19%Berenberg Funds

Berenberg Global Bonds

Participate in the appreciation of (foreign) currencies against the euro and the yield advantage of foreign currency bonds compared to euro investments. The fund primarily invests in liquid, global bonds denominated in currencies outside of the European Monetary Union (ex Euro). The investment approach is rule-based and incorporates both fundamental and sentiment indicators. Depending on the market environment, either an active overweight in developed or emerging markets is taken or the regions are weighted neutrally.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Global Bonds R D
DE000A1JUU12/A1JUU1
92.81 EUR-3.37%6.34%Berenberg Funds

Berenberg EM Bonds

Benefit from the yield advantage of emerging market bonds while creating environmental and social value. Due to the selection of sustainable government and corporate bonds, the fund exhibits a less volatile performance characteristic compared to the benchmark as well as traditional emerging market debt investments. In addition to the above-average earnings potential, the long-term investment strategy is based on the fundamental strength of highly liquid government and corporate bond issuers that meet the strategy’s strict sustainability criteria.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg EM Bonds R D
DE000A1C2XK8/A1C2XK
90.01 EUR0.86%11.58%Berenberg Funds

Berenberg Sustainable EM Bonds

Take advantage of the above-average earnings potential of the Emerging Markets Debt asset class. The strategy identifies and exploits market inefficiencies in this asset class. The investment process is rule-based and combines a fundamental selection approach with a quantitative allocation approach. The investment universe consists of emerging market government and quasi-government bonds which are predominantly denominated in US dollars. The currency risk is fully alleviated through hedging instruments. In addition to that, the investment process is supplemented by active duration management.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Sustainable EM Bonds R
LU1725429309/A2H8YS
98.74 EUR1.24%6.61%Berenberg Funds

Head of Product Specialists Multi Asset
Alina Finkmann
Phone +49 69 91 30 90-225
alina.finkmann@berenberg.de

Product Specialist Solutions
Anna Prigge
Phone +49 40 350 60-7476
anna.prigge@berenberg.de