The VPI World Select fund of funds managed by Marc Worbach achieved three placings in the "Mixed fund of funds FLEXIBLE - dynamic" category:
- 1st place in the five-year period,
- 1st place in the three-year period and
- 3rd place in the one-year period.
The DJE Lux - DJE Multi Flex fund, managed by Marc Worbach and Ariane Unertl, took 3rd place in the "Mixed fund of funds FLEXIBLE - balanced" category in the three-year period. VPI World Select is a fund of funds managed by DJE for a distribution partner in Austria. DJE Lux - DJE Multi Flex is used as a control component for the equity allocation in DJE's standardized asset management, the Managed-Depots.
"I am very pleased about the awards for the VPI World Select fund of funds and see them as confirmation of our consistent investment strategy," says Marc Worbach, Portfolio Manager of VPI World Select and Co-Fund Manager of DJE Lux - DJE Multi Flex. "The selection of target investments in the fund of funds management underlines the successful DJE investment process and the ability to achieve stable and sustainable long-term results for our clients. Many thanks to our investors for their trust."
Award based on a clear evaluation framework
The categories of the Austrian Fund of Funds Award are based on the asset class - bonds, equities or alternative investments. Most funds of funds primarily mix equities and bonds. If the ratio of these two asset classes in the portfolio is relatively fixed, they belong to the mixed funds of funds and are classified as "bond-oriented", "balanced" or "equity-oriented". If the investment rules are more flexible in this respect, they are classified as "mixed funds of funds flexible".
In all categories with a wide range of volatilities, the funds of funds were divided into the categories "conservative", "balanced" and "dynamic" based on their historical fluctuation range of redemption values.
The winner was determined using the Sharpe ratio (with a calculated interest rate of 0.5%) for the periods of one, three and five years, provided that at least six funds of funds were available for evaluation in the respective category in the corresponding period. The cut-off date for the evaluation was September 30, 2025; the data was provided to Geld-Magazin by Lipper IM.
Legal information
Risk disclosures: Awards and many years of experience do not guarantee investment success. Share prices can fluctuate relatively strongly due to market, currency and individual values. Bonds are subject to the creditworthiness and liquidity risks as well as country and currency risks of their issuers. Dividends are a voluntary payment by companies and cannot be guaranteed.
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Please read the prospectus of the relevant fund and the PRIIPs-KID before making a final investment decision. It also contains detailed information on opportunities and risks. These documents can be accessed free of charge at https://www.dje.de/en/investing/investment-funds/ under the relevant fund. A summary of investor rights can be accessed free of charge in electronic form on the website at https://www.dje.de/en/legal-information. All information published here is for your information only, can be changed at any time, and does not constitute investment advice or any other recommendation. The statements contained in this video reflect the current assessment of DJE Kapital AG. The opinions expressed may change at any time without previous notice. All the information provided has been provided with due diligence, in accordance with the state of knowledge at the time of preparation. However, no guarantee and no liability can be assumed for the correctness and completeness.