DJE - Alpha Global PA (EUR)

DJE - Alpha Global PA (EUR) Header Image
ISIN:
LU0159549145
As at:
12/11/2019
Bid:
238.00 EUR
Offer:
247.52 EUR

Investment approach

The DJE – Alpha Global combines the total know-how and experience of the research team. A working group of economist who are able to act as generalists as well as sector specialist generate values by detailed fundamental single title analyses. Investments are subject to the conviction that a robust portfolio consists of excellent single titles. Our analysts are looking permanently for long term superior business models at attractive prices. Therefore they visit each year hundreds of companies in order to understand the products and the management with the aim to recognize risks at an early stage. This valuable expertise enters bundled into the DJE – Alpha Global. As investments are diversified broadly on regional and on sector level investors do not have to be concerned about making the right choice at the appropriate time.

Chances

  • Participation in the growth opportunities of global stock markets
  • The selection of securities is based on fundamental, monetary and market analysis - this FMM approach has a proven track record of over 45 years
  • Flexible admixture of bonds and other securities such as certificates on precious metals possible
  • Almost equally weighted selection of the best investment ideas of the DJE research team

Risks

  • Equity prices may exhibit relatively strong fluctuations depending on market conditions
  • Issuer country and credit risks as well as currency risks
  • Proven investment approach to date is no guarantee of future investment success
  • Price drops in the money and capital markets when interest rates rise

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 www.dje.de. 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.