We look for structural winners in the niche
With the DJE - Mittelstand & Innovation, DJE bundles high-growth and innovative companies from Germany, Austria and Switzerland in one fund. Its concentrated portfolio includes many of the "hidden champions" from this region, which has recently been somewhat out of investors' focus, but whose strong Mittelstand companies are still worth a close look.
"Growth is underestimated and inflation overestimated"
Stefan Breintner works alongside Dr. Jan Ehrhardt as co-fund manager of the DJE - Zins & Dividende. Here Breintner explains his understanding of the current discussion on stagflation, China and monetary policy and how both fund managers have recently positioned the DJE - Zins & Dividende.
Theme-oriented stock selection
DJE - Alpha Global is an offensive mixed fund that invests primarily in equities, but also in bonds and precious metals, and has a flexible cash quota. What makes it special is its theme-oriented approach, for example to digital life or e-mobility.
Pure Dividend Strategy
DJE - Dividende & Substanz provides its investors with access to a global universe of equities with strong substance that offer sustained attractive dividend yields. These are regarded as a sign of quality, as they can only be provided by companies that operate profitably on a sustained basis.
„You just have to be consistently good"
For the fourth time in a row the balanced mixed fund DJE - Zins & Dividende won the German and Austrian Fund Award. In the Corona year 2020 the conditions were particularly tough because the stock markets were under pressure, there were dividend cuts and hardly any interest could be earned with bonds. In an interview fund manager Dr Jan Ehrhardt talks about the lessons he has learned from the pandemic and where he currently sees investment opportunities.
Two key figures of the DJE - Zins & Dividende are currently 3.2% and 2.6%. This is the current coupon of the bond part and the current dividend yield of the equity part in the fund's overall portfolio. The balanced mixed fund links these current yields with possible share price gains, which include "green" shares.
European potential: quality stocks and hidden champions
The European stock market looks favorable compared to the US market but this alone is not an investment criterion for Maximilian Köhn, the fund manager of DJE - Europa. He sees Europe's future potential rather in quality stocks and hidden champions from the second and third row.
Innovative and well positioned in the niche market
The DJE - Mittelstand & Innovation has clearly outperformed the market during the Corona pandemic. In an interview fund manager René Kerkhoff talks about his special approach and how he interprets growth.
Interpretation of market sentiment signals
The DJE - Zins & Dividende managed to survive the "corona cut", i.e. the massive market correction that began at the end of February, with a relatively moderate decline. In an interview fund manager Dr. Jan Ehrhardt explains the developments and offers a glimpse into the future.
German Fund Award for DJE – Zins & Dividende
DJE - Zins & Dividende was awarded "outstanding" in the category "balanced global mixed funds" for the third time in a row. In every market phase, the fund strives for the most consistent, positive performance possible, and its strategy has once again convinced the auditors in a field of 462 competitors.