Asset Manager in front of a screen - overview of investment funds

Equity fund

In view of the strong performance which our STOCKPICKER model has delivered in the years since its inception, we have also established two funds using the "Berenberg systematic approach". All the investment decisions taken by these funds' managers are also based exclusively on the STOCKPICKER model's findings and conclusions.

The following funds are currently available on the Swiss market:

Berenberg Systematic Approach - Global Stockpicker Fund

The Berenberg Systematic Approach – Global STOCKPICKER Fund is a global equity fund based on the systematic “Berenberg STOCKPICKER Model”.

The Model selects on a systematic basis stocks which

  • are fundamentally undervalued,
  • have shown resistance in falling markets and low sensitivity to negative company news
  • and are currently trending upwards (symbiosis of fundamental and technical analysis; by definition always fully invested).

The Model has been applied to different regional markets since October 2004. The total amount of assets managed in accordance to the signals of the Model is above 500m CHF.

Berenberg Systematic Approach European STOCKPICKER Fund

The Berenberg Systematic Approach – European STOCKPICKER Fund is a European equity fund based on the systematic “Berenberg STOCKPICKER Model”.

The Model selects on a systematic basis stocks which

  • are fundamentally undervalued, 
  • have shown resistance in falling markets and low sensitivity to negative company news
  • and are currently trending upwards (symbiosis of fundamental and technical analysis; by definition always fully invested).

The Model has been applied to different regional markets since October 2004. The total amount of assets managed in accordance to the signals of the Model is above 500m CHF.

Berenberg Systematic Approach US STOCKPICKER Fund

The Berenberg Systematic Approach – US STOCKPICKER Fund is a US equity fund based on the systematic “Berenberg STOCKPICKER Model”.

The Model selects on a systematic basis stocks which

  • are fundamentally undervalued, 
  • have shown resistance in falling markets and low sensitivity to negative company news
  • and are currently trending upwards (symbiosis of fundamental and technical analysis; by definition always fully invested).

 

The Model has been applied to different regional markets since October 2004. The total amount of assets managed in accordance to the signals of the Model is above 500m CHF.

Berenberg Systematic Approach STOCKPICKER Protect Fund

The Berenberg Systematic Approach - STOCKPICKER Protect Fund is a combination of the STOCKPICKER S&P 100 equity portfolio and an overlay protection strategy. The systematic STOCKPICKER screening identifies stocks that are fundamentally undervalued, have shown resistance in falling markets, low sensitivity to negative company news and are currently trending upwards. The S&P 500 futures Protect Overlay is designed as a dynamic hedge against negative market movements. The portfolio's degree of market exposure is determined in six steps (0-100%) based on technical signals using five independent trend-following models. 

Berenberg Wappen