Berenberg Sustainable Stiftung M D header image

Berenberg Sustainable Stiftung M D

Fund

ISIN DE000A2QCX94 / Valor null

NAV (2025-02-04)
EUR 99.35-0.08%

Berenberg Sustainable Stiftung M D
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General Objective

The fund aims to achieve a high level of capital growth through active management of a mixed portfolio of bonds, equities, and alternative investments, taking into account specific aspects related to foundations.

Fund Exposure

The fund's exposure is primarily in bonds, with a maximum allocation of 10% to alternative investments and typically limiting the equity portion to ¼ of the portfolio. The investment strategy focuses mainly on European individual securities, with consideration given to ethical and sustainable aspects in the selection of stocks and corporate bonds.

Risks

Risks associated with this fund may include market risk, credit risk, interest rate risk, and the potential impact of ethical and sustainable factors on investment performance. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.berenberg.de/funds/berenberg-sustainable-stiftung/

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OTHER SHARE CLASSES OF THIS FUND

Berenberg Sustainable Stiftung S D
Berenberg Sustainable Stiftung S D Berenberg Sustainable Stiftung S D
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%EUR 51.49
Berenberg Sustainable Stiftung R D
Berenberg Sustainable Stiftung R D Berenberg Sustainable Stiftung R D Valor: 10556530
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 48.81