DJE - Europa PA (EUR) Header Image
As at:
359.01 EUR
376.96 EUR

Investment approach

The fund focuses on carefully selected quality European stocks. The analysis process is oriented on fundamental factors. The decisive factor in the stock selection are the following fundamental criteria: market positioning, profit potential, investment potential, evaluation and quality of management. In addition, care is taken in selecting stocks on a relative strength of the securities. The combination of European blue chips, the flexibility of the fund investment advisor and the in-house analysis method gives the fund a promising risk / reward profile. The regional focus on Europe keeps exchange rate risks potentially low. The opportunity to participate on global trends in conjunction with the successful European export industry remains.


  • Fundamental analysis approach allows to find appropriate shares in every market phase
  • The security selection is based on a fundamental, monetary and market-technical analysis – this FMM approach has a proven track record of over 45 years
  • Growth opportunities in the European stock markets


  • Proven investment approach does not guarantee future investment success
  • Exchange rate risks
  • Issuer country and credit risks
  • Stock market prices may vary relatively strong due to market conditions

Legal Information / Disclaimer:

Figures subject to revision by the auditors on the reporting dates. The published information does not constitute investment advice or a recommendation, but only provides a brief summary of the key features of the fund. The current sales documents (Key Investor Information Document, prospectus, annual report and – if the annual report is older than eight months – the semi-annual report) for the respective investment funds form the sole basis for the purchase of securities. The sales documents are available at no charge at the respective fund company, the distribution company or at All data and estimates are indicative and may change at any time. This information is based on our assessment of current legal and tax regulations. The data were carefully compiled, but no guarantee can be given for the accuracy of such information. All data are subject to change. The performance is calculated using the BVI (Bundesverband Investment und Asset Management e.V.) method, i.e. without taking into account the subscription fee. Individual expenses such as fees, commissions and other charges are not taken into account in the data and would have a detrimental effect on the performance if they were. The subscription fees payable reduce the invested capital as well as the performance depicted. Data on past performance are not a reliable indicator of future performance. The tax treatment depends on the individual circumstances of the investor and may be subject to change. Please see the prospectus for more detailed tax information. In connection with brokering fund units, the Dr. Jens Ehrhardt Group and its distribution partners may receive reimbursements from costs charged to the funds by the investment companies in accordance with the respective prospectuses. The units of this fund that are issued may only be sold or offered for sale in jurisdictions in which such offer or sale is permitted. Therefore the units of this fund may not be offered for sale or sold in the USA, or offered for sale or sold to or for the account of US citizens or US persons resident in the USA. This document and the information it contains may not be distributed in the USA. The distribution and publication of this document and the offer or sale of units may also be subject to restrictions in other jurisdictions.

*) © 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.