Illustration of Computerscreens with share price developments - Berenberg Investment Banking

Berenberg Diversified

The aim of Berenberg Diversified UI is to generate an acceptable level of appreciation whilst taking the investment risk into account. In order to achieve this investment goal, the fund’s assets may be invested in equities (max. 50%), bonds, structured products and alternative investments. In addition, derivative instruments are in use in order to guarantee an efficient risk management process. The very high liquidity claim is obtained by an emphasis on equity investments in large-cap single stocks and ETFs on standard indices. Margins of the asset allocation are used by the portfolio manager and permit high liquidity ratios in a crisis-ridden environment.

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