Berenberg Aktien Mittelstand R A
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General Objective
The fund aims to achieve the highest possible increase in value by investing at least 51% in the shares of small and medium-sized enterprises in German-speaking countries with specific market capitalization and revenue criteria.
Fund Exposure
The fund is exposed to equities of small and medium-sized enterprises in German-speaking countries, focusing on companies with specialized products or market segments where founding families play a significant role in management. The benchmark index for the fund is the 100% MDAX®.
Risks
Risks associated with this fund include market volatility, potential underperformance compared to the benchmark index, and economic risks related to the sectors and countries where the fund is invested.