The globally invested balanced fund DJE – Multi-Asset & Trends is designed for investors seeking to build wealth over the long term while deliberately preserving flexibility across different market environments.
Many private investors are familiar with the dilemma: cash on deposit may feel safe, but it barely generates returns. At the same time, concerns about entering equity markets at the “wrong” moment often delay investment decisions. DJE – Multi-Asset & Trends (ISIN: LU0159549145) is positioned precisely at this intersection. It captures the return potential of global equity markets while combining it with a multi-asset framework that allows for active positioning, even during periods of heightened volatility.
Launched in 2003, the fund follows a global investment approach and is structurally growth-oriented. Equities form the core allocation, enabling participation in long-term global growth opportunities without being constrained by benchmark weights. At the same time, the management team can flexibly allocate up to 50% to bonds and use precious metals such as gold (up to 10%) as a stabilising component. In phases of elevated uncertainty, the fund may also build up liquidity: a cash allocation of up to 49% allows risks to be reduced temporarily and capital to be redeployed selectively as conditions evolve.
Importantly, “multi-asset” in this context does not mean indiscriminate diversification. Portfolio construction follows a clearly defined, research-driven process with a strong focus on fundamentals. On the equity side, the emphasis is on high-quality companies with solid balance sheets and sustainable business models; on the fixed-income side, the focus is primarily on sovereign issuers and investment-grade corporate bonds. The result is a broadly diversified portfolio comprising several dozen individual holdings, unconstrained by rigid index allocations. This independence creates scope for deliberate allocation decisions and for actively avoiding risks rather than passively accepting them.
The “Trends” component of the strategy refers to its thematic orientation. This does not involve short-lived market fads, but rather current and long-term structural changes that can shape business models and winning industries over many years. Instead of attempting to capture a single dominant theme, the management team typically seeks companies that benefit from such developments while also demonstrating financial resilience. A trend alone is not sufficient; it must be reflected in the company’s business model, earnings power, and valuation. The objective is a portfolio driven by well-founded developments rather than short-term headlines.
The fund has been managed by Moritz Rehmann since 2017. He emphasises that each holding is assigned to a clearly defined thematic cluster, such as demographics and healthcare, digital lifestyles, infrastructure and production, or green technologies. This thematic structure is intended to ensure that investments are assessed not in isolation, but within the context of broader developments that can retain economic relevance over extended periods.
For investors currently holding significant levels of cash, this approach may resonate: not taking full risk exposure, but also not forgoing return opportunities indefinitely. DJE – Multi-Asset & Trends offers a structured solution that makes consistent use of equities while retaining the flexibility to actively manage risk.
To the fund profile of DJE - Multi-Asset & Trends
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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.