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Multi Asset

As an investor with a long-term outlook, you can take advantage of our global asset management strategies and opportunistic approaches. Whether you are a private or institutional investor, you have a wide range of options - from pure bond strategies to aggressive multi-asset strategies with a high equity component. As an active manager, we are characterised by our well-founded opinion on the capital markets, which we implement decisively - even countercyclically and away from benchmarks.

What sets us apart as your Multi Asset Manager

Competence

  • The capital market expertise of our portfolio managers and investment strategists is widely recognised in the market
  • Many years of capital market experience of all decision makers
  • Benefit from the complete Berenberg expertise: economists, equity and fund managers, quantitative and equity research

Decisiveness

  • Structured investment process involving the Investment Committee and the Asset Allocation Committee to determine the house view
  • Free from conflicts of interest and in our decisions
  • Acting fast thanks to a centralized approach
  • Active investments away from benchmarks, also in special issues and countercyclical opportunities

Transparency

  • Elaborate discussions and publica­tion of our convic­tions (Find out more at Capital Markets View)
  • High commitment of our portfolio managers to the concerted house opinion, deviations only in exceptional cases
  • Daily performance and risk monitoring

Investment philosophy

Our goal is to ensure that our clients clearly benefit from the opportunities offered by the capital markets - with moderate risk tolerance and a long-term investment horizon. Our two decisive levers are: active asset allocation and successful selection of securities.

Active asset allocation

We understand Multi Asset above all as investing actively and flexibly while being broadly diversified at all times. We manage the investment ratios of our liquid asset classes, segments and regions with foresight and as anti-cyclical as possible. The utilisation of short-term market opportunities and continuous risk controlling are key elements in the implementation process.

Successful selection of securities

The selection of promising securities is carried out directly by proven specialists for the respective asset class in the multi-asset team. In addition to external research, they draw on other experts from throughout the bank. We benefit in particular from the strong expertise of our equity team. We add opportunistic and tactical positions to the mix regardless of the market consensus.

Investment universe

We provide you with global multi-asset strategies with a European investment focus and the asset classes equities, bonds, alternative investments and money market.

Best selection

  • Investments primarily via individual values, funds and ETFs
  • Independent choice of seller
  • Independent product selection

Moderate use of funds and ETFs

  • for control of the investment ratio
  • for special topics
  • for segments without particular Berenberg expertise
  • for diversification purposes

Focus on ESG

  • Preferential selection of sustainable, ESG-compliant solutions when comparable investments are available
  • No futures on food
  • Pure ESG strategies available

Implementation options

Our broad range of strategies enables us to find the right investment solution for you:

  • Professional asset management with a variety of strategies that meet a wide range of investment objectives
  • Special mandates for larger investment volumes
  • Mutual funds and special funds

Our clients

Our clients are long-term investors who wish to increase their assets in the medium term, participate in the development of the capital markets and have an attractive risk/reward profile with an active manager. This includes:

  • Fund investors and high net worth individuals
  • Institutional investors
  • Foundations, church and public institutions

Berenberg Variato

Benefit from a flexible multi-asset strategy with a focus on individual ideas. Strategic long-term positions in attractive capital market segments, especially niches, are supplemented by short-term oriented thematic investments  as well as opportunistic positions. Investments are made  broadly across all asset classes and regions - deliberately detached from any benchmark. Therefore, the active approach is not based on pre-defined bandwidths for individual asset classes. On the portfolio-level, a comprehensive risk overlay is made on the basis of sensitivities to key risk factors.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg Variato R
LU1878856043/A2N6AQ
118.80 EUR9.59%8.06%Berenberg Funds

Berenberg 1590 Multi Asset Strategie

Invest in our balanced, globally oriented multi-asset strategy. The strategy generates attractive returns through a broad diversification of global investments, an active allocation management, as well as a flexible exploitation of opportunities combined with a professional risk management. The strategy benefits from our proven stock selection process and the active asset allocation. The inherent risk of the strategy is alleviated by a high degree of diversification of the investment capital.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg 1590 Multi Asset Strategie A
DE000A0MWKF5/A0MWKF
60.45 EUR4.35%11.60%Berenberg Funds

Berenberg 1590 Stiftung

Benefit from our sustainable and dividend-distribution-oriented multi-asset strategy. The objective of this defensively-oriented portfolio is to take advantage of attractive opportunities as well as generating continuous income in order to ensure long-term capital preservation. This includes the active monitoring of investment quotas, capital commitment periods and regional and sectoral allocation. Due to the paramount importance of Berenberg's sustainability criteria in the investment selection process, the strategy is well-suited for investors who aim or are required to incorporate ESG factors in their investments.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg 1590 Stiftung A
DE000A0RE972/A0RE97
49.34 EUR1.17%6.18%Berenberg Funds

Berenberg 1590 Total Return Strategie

Invest in a defensive multi-asset strategy that goes beyond the classic products on the stock and bond markets. The central aspect of the strategy is a broad diversification across asset classes, segments, sectors, currencies and regions to exploit advantageous correlation properties. This is supplemented by an active and flexible management of investment quotas along with a continuous risk controlling, which aims to alleviate price fluctuations as well as a steady participation in the capital markets.

Fund name
ISIN / WKN
Date
 
NAV
 
Performance
1 Year
Volatility
1 Year
Funds Overview
 
Berenberg 1590 Total Return Strategie A
DE000A1C0UM4/A1C0UM
56.51 EUR0.82%6.62%Berenberg Funds

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