Berenberg Syst Approach - US Stockpicker Fd B

Ranked 8 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Till Budelmann

Till Christian Budelmann was born 1976 in Hamburg. He is Managing Director and Head of Fund Management at Berenberg Bank (Schweiz) AG. Since 2004, he has managed the systematic stock selection activities including the Berenberg Systematic Approach – US STOCKPICKER Fund and the Berenberg Systematic Approach – STOCKPICKER Protect Fund. Throughout the group, assets in excess of USD 1 bn are managed by using this STOCKPICKER approach. Mr Budelmann also represents US equities in the group’s investment committee.

Objective

At least two-thirds of the fund's assets are invested in equities of domestic and foreign companies which have their registered offices in the United States of America or conduct most of their operations in the United States of America. The fund's management invests in quality equities with a flexible weighting depending on the assessment and development of the individual markets. Up to a maximum one-third of the assets of the fund's assets may be invested in participation certificates, fixed-income transferable securities, money market instruments, convertible and option bonds, and warrants on transferable securities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -7.7% -8.9% 6.9% 7.4% -11.7%
2017 7.6% 3.6% -2.3% 2.1% 4.1%
2016 30.7% 1.6% 10.3% 3.6% 12.6%
2015 4.2% 2.4% -3.8% -3.8% 9.9%
2014 20.7% 1.7% 2.6% 6.9% 8.2%
2013 31.3% 18.5% 3.8% -1.3% 8.2%
2012 7.1% 8.1% -1.4% 5.1% -4.4%
2011 6.5% 2.9% 0.5% -6.9% 10.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
AbbVie Inc ORD 3.85%
DowDuPont Inc ORD 3.74%
Bristol-Myers Squibb Co ORD 3.73%
Alphabet Inc ORD 3.69%
Lowe's Companies Inc ORD 3.68%
United Parcel Service Inc ORD 3.65%
JPMorgan Chase & Co ORD 3.64%
MetLife Inc ORD 3.58%
Wells Fargo & Co ORD 3.57%
Bank of New York Mellon Corp ORD 3.56%
31/12/2018

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date12/10/2010
  • Share Class size52Mn
  • Base currencyUnits
  • ISIN LU0534928600

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).