Our DJE - Zins & Dividende fund was awarded the prestigious German Fund Award 2025 in the "Balanced Global Fund" category. The award was presented at the FONDS professionell Congress in Mannheim, one of the most important events in the financial sector. The fund manager and Deputy CEO of DJE, Dr. Jan Ehrhardt, accepted the award on site in Mannheim.
Source: Fonds professionell. January 2025
The German Fund Award is presented annually and is based on a multi-stage analysis process by the Munich-based Institut für Vermögensaufbau (IVA). The active management performance as well as the portfolio and risk management of the funds are evaluated. These criteria make the prize one of the most prestigious awards in the industry.
"We are delighted to receive this recognition, which confirms our investment approach and the reliability of our fund strategy," explains Dr. Jan Ehrhardt. "Our aim is to actively manage risks in challenging market phases while generating stable returns for our investors. The award underlines the success of this approach."
DJE - Zins & Dividende pursues a balanced multi-asset strategy characterized by a differentiated weighting of bonds and high-dividend equities. With assets under management of over 4 billion euros and consistent performance, the fund is one of the most successful in its category.
The award is another milestone for DJE Kapital AG, which has been impressing investors with its active asset management and capital market expertise for more than 50 years. Back in January, Dr. Jan Ehrhardt was named "Fund Manager of the Year 2025" by Finanzen Verlag. "These awards are not only a confirmation of our work, but also an incentive to continue to offer our investors
Source: Fonds professionell. Awards and many years of experience do not guarantee investment success.
This is a marketing advertisement. Please read the sales prospectus of the fund in question 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/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.
