Fund overview UBAM - Dr. Ehrhardt German Equity IC (EUR)
- ISIN
- NAV
- EUR 3,300.11
- Current year
- 0.21 %
- Date
- 08-20-2026
About this fund
Fund Facts
Fees
Risk Class (SRI 1–7)
Ratings & Awards
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
- Benefit from the stock market opportunities of top German companies.
- By adding smaller and medium-sized companies, investors can also benefit from the ‘second-line stocks’ segment.
- Active management - high cash reserves can be built up before major stock market declines.
- Experienced fund manager with an approach based on fundamental, monetary and market analysis (FMM), which has proven its worth for around 50 years.
Risks
- Share prices can fluctuate strongly due to market, currency and individual value factors.
- Anleihen unterliegen bei steigenden Zinsen Preisrisiken. Anleihen unterliegen außerdem Länderrisiken sowie den Bonitäts- und Liquiditätsrisiken ihrer Emittenten.
- The German equity market does not necessarily perform better than the broad European or global equity market.
- An investment approach that has proved successful to date does not guarantee future investment success.
- The share value may fall below the purchase price at which the customer acquired the share at any time.
The Fund is Suitable for Investors
- who wish to participate primarily in the German stock market
- who also want to invest in stocks of smaller and medium-sized companies
- with a medium to long-term investment horizon
The Fund is not Suitable for Investors
- who want a security-oriented investment
- who are not prepared to accept fluctuations in value and substantial losses
- with a short-term investment horizon
Monthly Commentary
The documents required by supervisory and regulatory authorities for this fund are available on the website of the investment company under the following link: UBAM - Dr. Ehrhardt German Equity IC EUR | Funds | UBP
Our funds are conveniently available through a wide network of banks, savings banks, insurance companies, and independent financial advisors. Simply note down the fund name and the WKN or ISIN code, and seek individual advice from your personal contact person.