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Berenberg Strategy Allocation R

Ranked 5 out of 62 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Managed by

Stefan Ewald

Boris Jurczyk

Boris Jurczyk started his financial career in 2002 as a financial engineering and derivatives trader at WGZ Bank. Since 2009 he has been working at Berenberg where he is head of equity selection. He uses a growth and momentum focused investment style. Jurczyk studied at Frankfurt School of Finance and Management, Nottingham Trent University and Paderborn University and has an MSc in finance and banking. He is based in Hamburg in Germany and his interests outside of work include table tennis and fitness.

Objective

The fund shall invest in investment units (target funds) whose assets are also managed by Joh. Berenberg, Gossler & Co. KG ("Berenberg funds) and which are based on various asset classes, investment philosophies and timescales. Allocation shall be managed dynamically using a quantitative model where decisions on allocation changes are model-based according to a purely quantitative investment approach. Some of the Investment Fund shall also be invested in the money market or in money market funds.

Showing fund performance in Guernsey View performance globally

Performance

Fund of Funds over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -0.7%
2017 13.2% 4.2% 3.0% 2.2% 3.3%
2016 0.6% -0.6% 0.5% 1.7% -1.0%
2015 -1.1% 4.3% -3.6% -2.5% 0.9%
2014 2.1% 0.6% 1.8% 0.0% -0.3%
2013 1.7% 0.9% -2.4% 1.2% 2.1%
2012 4.9% 2.6% -1.7% 2.4% 1.6%
2011 -2.2% -0.1% 0.6% -2.8% 0.1%
2010 1.1% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date30/06/2010
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN DE000A1C0UD3

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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