The tax treatment depends on the personal circumstances of the respective customer and may be subject to change in the future. Additional explanations of terms can be found in our glossary. Information on advertised ESG features can be found here. Awards and years of experience do not guarantee investment success. You can find references to the awards here.
Fund Manager
Performance in % since inception
Price since inception
Rolling Performance over 10 Years in %
Performance in %
Opportunities & Risks
Top Ten Holdings in % of Fund Volume
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Equity Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
Experienced fund manager with an approach based on fundamental, monetary and market analysis (FMM), which has proven its worth since DJE was founded in 1974.
Flexible, asset-managing management through active adaptation of the fund structure to capital market conditions.
Participation in the growth opportunities of the global equity markets independent of benchmark index specifications.
Risks
The FMM method does not guarantee investment success.
Bonds are subject to price risks when interest rates rise, as well as country risks and the credit and liquidity risks of their issuers.
The value of an investment may rise or fall and you may not get back the amount invested.
Share prices can fluctuate relatively strongly due to market conditions.
The Fund is Suitable for Investors
who have a medium to long-term investment horizon and wish to leave any allocation decisions to an experienced manager
who wish to diversify their investment across a wide range of sectors worldwide
who are looking for a fund with an asset management approach
The Fund is not Suitable for Investors
who are looking for a secure return
who do not accept fluctuations in value
who want to be fully invested in the stock market at all times