Spotlight: Rotation impacting our portfolios

Due to the recent movements in markets and the rotation which affected our short term fund performance we have been analysing the situation and summarized our views.

The Spotlight is valid for all our equity funds, while we refer to the Berenberg European Focus Fund or Berenberg Global Focus Fund in some instances.

Read our detailed Spotlight analysis here


Matthias Born
Head of Investments and CIO Equities