Berenberg Aktien Mittelstand R A header image

Berenberg Aktien Mittelstand R A

Fund

ISIN DE000A14XN59 / Valor 30719214

NAV (2024-10-21)
EUR 130.70-0.99%

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.

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Source

https://www.berenberg.de/funds/berenberg-aktien-mittelstand/

Tags:
small cap germany mid cap market performance-index

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OTHER SHARE CLASSES OF THIS FUND

Berenberg Aktien Mittelstand M A
Berenberg Aktien Mittelstand M A Berenberg Aktien Mittelstand M A Valor: 30719210
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Annual Return

-50%0%+50%

Risk level

110
-0.98%EUR 139.79