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Berenberg Syst Approach - Stockpicker Protect Fd B

Ranked 25 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

Objective of the fund is to achieve a reasonable growth. At least two thirds of the fund 's assets are invested in equities of foreign and domestic issuers domiciled in the United States of America. Up to a maximum of one third of the fund's assets may be invested in certificates, bonds,money market instruments, convertible bonds and bonds with warrants, warrants to 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 3.4%
2018 -9.8% -10.7% 5.3% 7.2% -10.6%
2017 3.2% 2.7% -3.9% 1.0% 3.6%
2016 26.9% 2.3% 7.8% 2.4% 12.4%
2015 1.8% 2.1% -5.3% 0.5% 4.9%
2014 14.0% 0.5% 0.4% 6.1% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
USD Cash 6.19%
AbbVie Inc ORD 4.01%
MetLife Inc ORD 3.93%
Allstate Corp ORD 3.89%
Bank of New York Mellon Corp ORD 3.88%
Mcdonald's Corp ORD 3.87%
DowDuPont Inc ORD 3.78%
Alphabet Inc ORD 3.77%
Wells Fargo & Co ORD 3.70%
Lowe's Companies Inc ORD 3.70%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date04/11/2013
  • Share Class size10Mn
  • Base currencyUnits
  • ISIN LU0951159002

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).