Photo: Fund manager Moritz Rehmann (left) with Head of Research Stefan Breintner.
The ongoing uncertainty poses challenges for investors: Geopolitical tensions move the markets and make it difficult to maintain a clear focus when investing. But this is precisely when the value of a long-term, flexible investment strategy that aims to achieve attractive returns with limited risk becomes apparent - like DJE - Multi Asset & Trends.
The flexible mixed fund focuses on megatrends such as digitalization, sustainable technologies, demographic trends and infrastructure. The calculation: companies that follow these trends are likely to benefit from structural social changes. Another core competence of the fund lies in its very flexible asset allocation. The equity allocation is managed dynamically. At the same time, the bond allocation ranges between 0% and 49% depending on the market situation, supplemented by a strategic precious metal allocation of up to 10%. This flexibility allows fund manager Moritz Rehmann and his team to react quickly and effectively to changes in the market and thus manage the balance between opportunities and risks. While the thematic focus and the equity component ensure participation in opportunities, bonds and precious metals are intended to provide stability.
Equity strategy: focus on substance and growth
However, the fund also concentrates on high-quality companies with solid substance in the equities segment. The opportunistic aspect of stock selection relates to the above-average growth potential that the fund management sees in the respective companies. In the technology sector in particular, there is a clear focus on software companies that offer innovative solutions, e.g. in the growth trend of artificial intelligence, and can thus build sustainable competitive advantages. In addition, the fund invests specifically in companies whose strong brands have high pricing power and are therefore more resilient to inflation and market uncertainties.
The regional strategy takes account of the major markets and trends. In China, for example, the focus is on companies from the technology and consumer sectors that benefit from the political support of the domestic economy. In Japan, financial companies in particular are favored, as they can benefit from rising local interest rates. Europe offers opportunities for financial service providers and companies that benefit from increased market volatility.
Bonds and precious metals for stability
When selecting bonds, the fund focuses on high credit ratings and moderate maturities, not least for government bonds. In uncertain market phases, bonds help to reduce the volatility of the entire portfolio due to their liquidity and stability. The defensive orientation of the bond segment ensures a solid portfolio basis and creates additional scope for risk-controlled equity investments. Precious metals, especially gold, also play a strategic role in the portfolio. As a traditional store of value and protection against inflation, gold makes a valuable contribution to portfolio stability in volatile and geopolitically tense times. Historically, the long-term benefits of gold investments have been confirmed time and again by positive contributions to the overall performance of the fund.
ESG as a decision-making factor
The consideration of ESG criteria is generally integrated into DJE's investment process. For the fund management of DJE - Multi Asset & Trends, these criteria are an important decision-making factor. This is because companies that assume ecological and social responsibility generally offer better long-term prospects and reduce potential regulatory risks. Investments in the defense sector are therefore generally excluded, despite their recent performance. Instead, the fund invests specifically in sustainable growth sectors such as green technologies and IT security in order to participate in structurally similar growth trends.
The awards from independent rating agencies, including the Mountain View Award 2025 and the Scope Award 2025, which highlight it as the leading fund in its category (global flexible balanced funds), show that the strategy is working. This underlines the successful management of the fund, which impresses with careful, forward-looking and market-driven decisions*.
All in all, DJE - Multi Asset & Trends offers investors a convincing solution. Thanks to its flexible allocation, diversification across different asset classes and long-term focus on trend themes, investors can benefit from a robust investment strategy that effectively combines returns and stability.
*Source: Mountain View Fund Awards 2025, March 2025. Scope Awards 2025, December 2024. Awards and many years of experience do not guarantee investment success.
Legal notice
This is a marketing advertisement. Please read the prospectus of the relevant fund and the PRIIPs KID before making a final investment decision. This also contains detailed information on opportunities and risks. These documents are available free of charge in German at www.dje.de under the fund in question. A summary of investor rights is available free of charge in German in electronic form on the website at www.dje.de/de/zusammenfassung-der-anlegerrechte. All information published here is for your information only, is subject to change at any time and does not constitute investment advice or any other recommendation. The statements contained in this document reflect the current assessment of DJE Kapital AG. The opinions expressed may change at any time without prior notice. All information in this overview has been compiled with due care in accordance with the state of knowledge at the time of preparation. However, no guarantee and no liability can be assumed for the accuracy and completeness.