Berenberg Fund Overview

HC Berenberg Europe ex UK Focus Fund

Companies across all market-caps of the EU with strong market positions as well as innovative business models that are able to convince with unique quality and long-term growth opportunities

Berenberg European Micro Cap

Hidden micro caps from Europe that often hold high potential due to innovative business models

Berenberg European Small Cap

European small caps with leading market positions in their niche markets and above-average earnings growth due to structural growth

Berenberg European Focus Fund

Companies across all market-caps from Europe with strong market positions as well as innovative business models that are able to convince with unique quality and long-term growth opportunities

Berenberg Eurozone Focus Fund

Companies across all market-caps from Eurozone with strong market positions as well as innovative business models that are able to convince with unique quality and long-term growth opportunities

Berenberg Emerging Asia Focus Fund

Fundamental, long-term oriented equity strategy with focus on growth stocks from Asian emerging markets, which consists of a diversified portfolio of approx. 45 stocks.

Berenberg Better Health Fund

Global companies that contribute to significantly improving human health, extending life expectancy and/or reducing healthcare costs

Berenberg International Micro Cap

Smaller international innovation leaders outside Europe that benefit from structural growth trends

Berenberg Aktien Global Plus 

Global equity fund with the plus of tactical steering of the investment level and greater diversification with alternative investments

Berenberg Sustainable World Equities

Focus on sustainable growth companies of all sizes whose products and services make a positive contribution to solving global challenges

Berenberg Global Focus Fund 

Concentrated global equity portfolio of 30 stocks focused on structural growth trends and themes

Berenberg Aktien Mittelstand

Medium-sized companies from German-speaking countries with innovative business models and outstanding market positions

Berenberg Aktien Deutschland

Portfolio of global players, world export champions and attractive hidden champions from Germany

Berenberg Sustainable Stiftung

Sustainable and distribution-orientated Multi-Asset-Solution that takes foundation-specific aspects into account at limited risk

Berenberg Multi Asset Defensive

Modern solution for risk-conscious investors with broad diversification across asset classes, segments, and regions to take advantage of beneficial correlation properties

Berenberg Sustainable Multi Asset Dynamic

Dynamic Multi Asset fund that invests exclusively in securities that have a positive impact on our environment and society

Berenberg Multi Asset Balanced

Classic Multi-Asset-Solution for a balanced participation in the capital market and a long-term focus on structural growth trends and quality companies

Berenberg Variato

Flexible-opportunistic Multi-Asset concept with a focus on capital market niches, megatrends, and tactical ideas globally from all asset classes - free from a benchmark

Berenberg Euro Enhanced Liquidity

EUR-denominated bond fund with short duration, active management, and conservative alignment of credit risks at high stability compared to long-dated bonds

Berenberg Euro Floating Rate Notes (SGB)

SGB IV-compliant EUR-denominated bond fund with very short interest rate duration. Focus on stability and value preservation while taking advantage of market opportunities

Berenberg Euro Target 2028

The fund targets investors who want to combine the risk and return profile of fixed-income securities with the advantages of a broadly diversified investment fund with calculable return opportunities.

Berenberg Credit Opportunities

Opportunistic and benchmark-free financial bond portfolio with a focus on steady coupon yields, flexible positioning, and a broad investment universe

Berenberg Euro Bonds

Optimised bond portfolio comprised of covered bonds, sovereign and corporate bonds with a focus on Europe and a flexible allocation and duration management

Berenberg EM Bonds ESG

Active investment approach in Emerging Markets sovereign and corporate bonds with continuous consideration of ESG exclusion and integration elements

Berenberg EM Bonds

Fundamental investment approach in sovereign and quasi-sovereign bonds from attractive emerging markets supplemented by active duration management

Berenberg EM Local Bonds

Global investment strategy in local currency bonds (ex EUR) with a focus on economically strong countries by taking into account fundamental and momentum indicators

Berenberg Absolute Return European Equities

European long/short equity strategy for long-term capital growth

Berenberg Guardian

Actively managed absolute return fund. It is aimed at investors seeking return opportunities through interest income, hedging and tactical opportunities, particularly in falling markets.

Berenberg Sentiment Fund

Globally diversified macro fund based on alternative sentiment data (market sentiment) and state-of-the-art technology, with a focus on the asset classes commodities and currencies.

Real Estate Debt

Senior secured super senior and senior real estate financing with a conservative risk profile.

Shipping Debt

First-lien ship mortgage loans with conservative loan-to-value ratios for a broadly diversified portfolio of the most common ship segments

Green Energy Debt

Junior debt and Unitranche financings for renewable energy projects in construction phases and for the long-term operating phases (photovoltaic and onshore wind)

Corporate Debt

Super Senior and Senior secured transaction financings for SMEs – often with the involvement of private equity firms

Infrastructure Debt

Senior and junior debt for interim financings of construction phases and for the long-term operating phases of Digital Infrastructure Projects (fibre networks, 5G network & data centres)