ESG Investments

Our Berenberg Sustainable World Equities (Art. 9 according to EU Disclosure Regulation) invests worldwide in companies that make a positive impact on the environment and society through their products and services, taking into account Berenberg ESG values. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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Our Berenberg Sustainable Euro Bonds (Art. 9 according to EU Disclosure Regulation) invests primarily in EUR-denominated fixed and variable interest bonds with an investment grade rating, taking into account sustainability criteria. The focus is on earmarked bonds and issuers that offer added value for the environment and society and contribute to solving global challenges such as climate change, water shortage or demographic change. In addition to corporate and financial bonds, investments are made in (almost) government bonds and covered bonds. The duration of the capital commitment is actively managed and the portfolio is subject to ongoing risk management.

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The Berenberg Sustainable Multi Asset Dynamic (Art. 9 according to EU Disclosure Regulation) aims to achieve long-term value appreciation while pursuing a sustainable investment objective with a positive Impact on the environment and society. Thereby, the fund management identifies attractive equities and bonds that make an active contribution to solving global challenges. To achieve this investment objective, the fund invests globally in companies whose products and services have a positive Impact on our environment and society. Thereby, a comprehensive ESG and Impact concept is a prerequisite for the selection of securities. The focus in stock selection is on quality companies with structural growth drivers that benefit from future themes and megatrends. Bonds must have a positive Impact on the defined global challenges - predominantly in the form of green and social bonds. For all positions, we must be convinced by the business model and the key financial ratios. In addition, our focus is on detailed discussions with analysts and company representatives. The fund is broadly diversified and the tactical allocation of the various asset classes is actively managed. The Equity exposure is limited to a maximum of 90%.

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The Berenberg Sustainable Stiftung (Art. 8 according to EU Disclosure Regulation) is a conservative multi-asset fund considering foundation-specific aspects. The portfolio is broadly diversified in bonds, equities (max. 35%) and alternative investments (max. 10%). One condition for the selection of securities is the fulfilment of the Berenberg sustainability criteria. The investment ratios, the capital commitment period as well as the regional or/and sectoral allocation are actively managed and derived from macroeconomic, fundamental, and technical indicators. The investment strategy is implemented with a focus on Europe by using single stock investments and funds for specific investment themes. Derivatives may be used for hedging purposes. The fund has the following characteristics: continuously high dividend distributions - long-term investment horizon with tactical allocation management - comprehensive ESG approach with positive impact on environment and society. The fund is distribution-oriented, with distributions occurring semi-annually.

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Our Berenberg EM Bonds ESG (Art. 8 according to EU Disclosure Regulation) strategy aims to select particularly USD-denominated emerging market sovereign bonds under sustainability aspects and by means of an active, quantitative investment process. This systematic, transparent investment process enables an admixture of ESG-compliant companies from the emerging markets, in addition to a selection of sustainable states with strong fundamentals. The portfolio is under ongoing risk management through active control and if desired static hedging against currency risk vis-a-vis the euro.

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In the investment decisions of the Berenberg European Focus Fund (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg Eurozone Focus Fund (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg European Small Cap (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg Absolute Return European Equities (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg Europe ex UK Focus Fund (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg Global Focus Fund (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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In the investment decisions of the Berenberg Aktien Mittelstand (Art. 8 according to EU Disclosure Regulation) numerous ecological and social aspects are taken into account, based on the Berenberg ESG criteria. The selection of the companies is carried out "bottom-up", i.e. based on fundamental company data. Correspondingly, the companies should demonstrate above-average structural growth and be able to generate long-term sustainable earnings. In addition, the business model and key business metrics needs to be compelling. The focus is on detailed discussions with analysts and company representatives.

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The Berenberg Multi Asset Defensive (Art. 8 according to EU Disclosure Regulation) is a defensive Multi-Asset fund that aims to achieve long-term value appreciation while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. Central to the approach is a broad diversification across asset classes, segments, sectors, currencies and regions to take advantage of beneficial correlation properties that go beyond traditional equity and bond investments. A special focus is on uncorrelated alternative investments, not only as an additional source of income but also as a source of stability.

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The Berenberg Multi Asset Balanced (Art. 8 in according to EU Disclosure Regulation) is our classic Multi-Asset fund that aims to achieve balanced participation in the capital market while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. The stock selection in the equity segment focuses on high-quality growth companies. European issuers with good credit ratings and medium-term maturities dominate on the bond side. Promising niche segments are covered via active funds. Alternative investments provide uncorrelated returns that stabilize the portfolio.

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The Berenberg Global Bonds (Art. 8 according to EU Disclosure Regulation) is a global bond fund (ex Euro) and considers ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. Using a systematic investment approach, the economically strongest countries are selected, taking into account fundamental, momentum and sentiment indicators. The duration is actively managed at the country level and is generally in the short- to medium-term maturity range.

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The Berenberg EM Bonds (Art. 8 according to EU Disclosure Regulation) is an Emerging Markets bond fund that considers ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. Using a combination of systematic and discretionary components in the investment process, the fund manager selects bonds from fundamentally convincing Emerging Markets or government-related companies for the portfolio. The investment strategy is underpinned by ongoing country risk management and active interest rate duration management. The foreign currency risk is generally hedged.

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The Berenberg Euro Bonds (Art. 8 according to the EU Disclosure Regulation) is a broadly diversified European bond portfolio and invests in government bonds, covered bonds as well as in corporate and financial bonds, while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. The investment ratio depends on the relative attractiveness of the bond segments. The investment ratio, bond segments and capital commitment period are tactically managed to increase return expectations and reduce risks.

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The Berenberg Euro Enhanced Liquidity (Art. 8 according to EU Disclosure Regulation) is a short-duration Euro bond fund and invests in floating-rate and fixed-rate bonds, while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. Bonds are selected based on a quantitative investment process, which is supplemented by opportunistic, discretionary management decisions. The duration is actively and dynamically managed and ranges between 0 and 2 years.

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The Berenberg Variato (Art. 8 in according to EU Disclosure Regulation) is our flexible-opportunistic fund that aims to generate sustainable and attractive returns with reduced participation in strong drawdowns while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. Long-term positions in niche capital market segments are supplemented by thematic investments and tactical opportunities. Investments are made across all asset classes and regions and are deliberately benchmark-independent.

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The Berenberg Credit Opportunities (Art. 8 in according to EU Disclosure Regulation) is our benchmark-independent, flexible bond fund with a focus on global corporate bonds. The strategy considers ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. The objective of the strategy is to achieve a medium to long-term performance comparable to the EUR High Yield, with less volatility and lower drawdowns. Thereby, the focus lies on fundamental single security analysis.

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The Floating Rate Notes (SGB) (Art. 8 in according to EU Disclosure Regulation) is our SGB IV-compliant EUR-denominated bond fund with very short interest rate duration and an investment focus on n floating and near-money market fixed-income securities, while considering ecological and social aspects in its investment decisions, based on the Berenberg ESG criteria. The fund’s investment objective is to achieve stable and attractive returns, while considering the strict investment criteria for social insurance institutions set by the SGB IV.

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