Our investment philosophy and what our portfolios look like

The aim of these guidelines is to give you a better understanding of our investment philosophy and thinking. We want you to understand the nuts and bolts of our approach and decide for yourself whether you would like to join us on our journey of investing in world-class businesses, with strong moats and structural growth drivers.

Frequently asked questions about our approach:

  1. Why long-term investing?
  2. What is a quality company?
  3. What kind of growth do we target?
  4. Why is a low debt burden important?
  5. How do we look at management teams?
  6. How do we engage with management?
  7. How are ESG factors integrated?
  8. What is important when looking at valuation?
  9. How do we construct our portfolios?
  10. How do we think about risk?
  11. Why do we invest across the entire market cap range?
  12. How do we work?

We provide answers to these questions here.

Authors

Matthias Born
Head of Investments and CIO Equities
Justus Schirmacher
Portfolio Manager
Kay Eichhorn-Schott
Portfolio Manager

Suitable investment solutions

Equities

We offer funds with convincing track records and top ratings. All of our equity investments are based on comprehensive analyses and close interaction with members of these companies’ top management. In doing so, we consider ESG issues to be an essential part of our approach.

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

Berenberg Global Focus Fund R A

LU1900076933 | A2N73B
Date: 31.01.2023
ISIN: LU1900076933
WKN: A2N73B
Performance 1 year: -23.36%
Volatility 1 year: 24.86%
NAV: 139.69 EUR

Berenberg Sustainable World Equities R A

LU1878855581 | A2N6AL
Date: 31.01.2023
ISIN: LU1878855581
WKN: A2N6AL
Performance 1 year: -18.60%
Volatility 1 year: 23.25%
NAV: 140.61 EUR

Berenberg Aktien Global Plus R A

DE000A0MWKG3 | A0MWKG
Date: 31.01.2023
ISIN: DE000A0MWKG3
WKN: A0MWKG
Performance 1 year: -17.14%
Volatility 1 year: 18.43%
NAV: 64.26 EUR

Berenberg Aktien Global Plus R D

DE000A0RC5G8 | A0RC5G
Date: 31.01.2023
ISIN: DE000A0RC5G8
WKN: A0RC5G
Performance 1 year: -17.14%
Volatility 1 year: 18.42%
NAV: 93.89 EUR

Berenberg European Focus Fund R A

LU1637618155 | A2DVP7
Date: 31.01.2023
ISIN: LU1637618155
WKN: A2DVP7
Performance 1 year: -15.40%
Volatility 1 year: 26.36%
NAV: 140.47 EUR

Berenberg Eurozone Focus Fund R A

LU1637618403 | A2DVQG
Date: 31.01.2023
ISIN: LU1637618403
WKN: A2DVQG
Performance 1 year: -14.41%
Volatility 1 year: 25.44%
NAV: 139.06 EUR

Berenberg Aktien Mittelstand R A

DE000A14XN59 | A14XN5
Date: 31.01.2023
ISIN: DE000A14XN59
WKN: A14XN5
Performance 1 year: -20.42%
Volatility 1 year: 26.41%
NAV: 151.98 EUR

Berenberg Aktien Deutschland R A

LU0146485932 | 542188
Date: 31.01.2023
ISIN: LU0146485932
WKN: 542188
Performance 1 year: -13.67%
Volatility 1 year: 27.25%
NAV: 90.34 EUR

Berenberg European Micro Cap R

LU1637618742 | A2DVQA
Date: 31.01.2023
ISIN: LU1637618742
WKN: A2DVQA
Performance 1 year: -23.98%
Volatility 1 year: 19.19%
NAV: 147.30 EUR

Berenberg European Small Cap R A

LU1637619120 | A2DVQD
Date: 31.01.2023
ISIN: LU1637619120
WKN: A2DVQD
Performance 1 year: -21.54%
Volatility 1 year: 28.07%
NAV: 139.27 EUR

Berenberg European Small Cap R CF A

LU2459037235 | A3DHL6
Date: 31.01.2023
ISIN: LU2459037235
WKN: A3DHL6
Performance 1 year:
Volatility 1 year:
NAV: 82.23 EUR