Germany - Stability in the Heart of Europe

Andreas Strobl and Sebastian Leigh, fund managers responsible for the two German equity funds at Berenberg on Germany as a business location.

The mood of observers about Germany's situation currently fluctuates between
doom and gloom and excessive admiration. Even if many have already predicted Germany's demise due to the problems in the automotive industry, there have recently been increasing signs that Germany is coping better with the current corona crisis than many other countries in the Western hemisphere. However, the reason for this lies neither in a positive nor a negative view, but rather in the basic characteristics of the country: Germany is a stable, slow-growing but at the same time successful country. This stability is based primarily on two pillars: The large number of highly specialized and flexible medium-sized companies and the decentralized economic and political system. These factors are often overlooked when the focus is only on the country's export rates or its dependence on individual manufacturing sectors such as the automotive industry.

Read the full publication here

Authors

Andreas Strobl
Portfolio Manager
Sebastian Leigh
Portfolio Manager

Suitable investment solutions

Equities Germany

The DAX represents only a fraction of the investment opportunities in Germany. Especially in the small-cap segment, fast-growing hidden champions can be found thanks to globally leading products. With our German equity funds, you can participate on the strengths of the German economy.

Fundname
ISIN | WKN:
Performance
1 year
Volatility
1 year
NAV

Berenberg Aktien Deutschland R A

LU0146485932 | 542188
Date: 24.11.2022
ISIN: LU0146485932
WKN: 542188
Performance 1 year: -22.43%
Volatility 1 year: 27.78%
NAV: 87.93 EUR

Berenberg Aktien Mittelstand R A

DE000A14XN59 | A14XN5
Date: 24.11.2022
ISIN: DE000A14XN59
WKN: A14XN5
Performance 1 year: -30.20%
Volatility 1 year: 26.89%
NAV: 145.00 EUR