This page provides an overview of DJE's investment funds. Select from a range of fund types and access key information such as investment focus, current performance and fund volume at a glance.
The fund pursues the absolute return concept with the aim of avoiding losses as far as possible. The differentiated weighting of the asset classes bonds and high-dividend and high-substance equities is aimed at regular interest income and the best possible sustained positive performance with low volatility.
The fund pursues the absolute return concept with the aim of avoiding losses as far as possible. The differentiated weighting of the asset classes bonds and high-dividend and high-substance equities is aimed at regular interest income and the best possible sustained positive performance with low volatility.
The fund pursues the absolute return concept with the aim of avoiding losses as far as possible. The differentiated weighting of the asset classes bonds and high-dividend and high-substance equities is aimed at regular interest income and the best possible sustained positive performance with low volatility.
The fund pursues the absolute return concept with the aim of avoiding losses as far as possible. The differentiated weighting of the asset classes bonds and high-dividend and high-substance equities is aimed at regular interest income and the best possible sustained positive performance with low volatility.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The fund invests internationally, independently of index targets and pursues an active value approach that focuses on the intrinsic value and fundamentals of the companies.
The FMM fund is managed using a benchmark-independent investment concept in which the risk/reward ratio is optimized. It is based on the three-dimensional FMM method developed by Dr. Jens Ehrhardt, which has been tried and tested for around 50 years.
The FMM fund is managed using a benchmark-independent investment concept in which the risk/reward ratio is optimized. It is based on the three-dimensional FMM method developed by Dr. Jens Ehrhardt, which has been tried and tested for around 50 years.
The fund actively exploits the cyclical interplay between the bond and equity asset classes. The focus is on international bonds, corporate bonds and government bonds in various currencies.
The fund actively exploits the cyclical interplay between the bond and equity asset classes. The focus is on international bonds, corporate bonds and government bonds in various currencies.
The fund actively exploits the cyclical interplay between the bond and equity asset classes. The focus is on international bonds, corporate bonds and government bonds in various currencies.
The fund actively exploits the cyclical interplay between the bond and equity asset classes. The focus is on international bonds, corporate bonds and government bonds in various currencies.
The DWS Concept DJE Globale Aktien invests in a global investment universe. The focus of the concentrated portfolio of 50 - 70 stocks is on the search for attractively valued companies with strong substance.
The DWS Concept DJE Globale Aktien invests in a global investment universe. The focus of the concentrated portfolio of 50 - 70 stocks is on the search for attractively valued companies with strong substance.
The DWS Concept DJE Globale Aktien invests in a global investment universe. The focus of the concentrated portfolio of 50 - 70 stocks is on the search for attractively valued companies with strong substance.
The fund's investment focus is on gold. The addition of defensive, high-yielding and therefore valuable equities creates a risk-minimizing diversification effect. On the bond side, only securities from issuers with a rating of at least investment grade are acquired.
The fund's investment focus is on gold. The addition of defensive, high-yielding and therefore valuable equities creates a risk-minimizing diversification effect. On the bond side, only securities from issuers with a rating of at least investment grade are acquired.
The fund of funds invests in fixed-interest bonds, equities, target funds and certificates. Depending on the assessment of the market situation, the fund assets may invest up to 100% of the sub-fund assets in target funds or securities.
The assets of this international mixed fund can be invested in both equities and bonds. The focus is on maximum liquidity and creditworthiness of the individual securities. The active risk management gives the mixed fund its asset management character.
The assets of this international mixed fund can be invested in both equities and bonds. The focus is on maximum liquidity and creditworthiness of the individual securities. The active risk management gives the mixed fund its asset management character.
DJE - Gold & Ressourcen is a theme-oriented global equity fund. The concentrated portfolio of 50 - 70 stocks focuses on shares of companies active in the extraction, processing and marketing of gold.
DJE - Gold & Ressourcen is a theme-oriented global equity fund. The concentrated portfolio of 50 - 70 stocks focuses on shares of companies active in the extraction, processing and marketing of gold.
DJE - Gold & Ressourcen is a theme-oriented global equity fund. The concentrated portfolio of 50 - 70 stocks focuses on shares of companies active in the extraction, processing and marketing of gold.
The Tri Style Fund makes use of a wide range of investment opportunities. On the one hand, it can invest directly in equities and bonds or money market investments, but also directly in other investment funds.
The fund invests primarily in listed bonds of all types worldwide. In addition, up to 50% of the sub-fund's assets may be invested worldwide in listed equities or equities traded on a regulated market that operates regularly, is recognized and open to the public.
The 50 best European stocks from DJE's bottom-up scoring model form the core of the fund. DJE - Europa aims for capital growth with a medium to long-term investment horizon.
The 50 best European stocks from DJE's bottom-up scoring model form the core of the fund. DJE - Europa aims for capital growth with a medium to long-term investment horizon.
The 50 best European stocks from DJE's bottom-up scoring model form the core of the fund. DJE - Europa aims for capital growth with a medium to long-term investment horizon.
The DWS Concept DJE Responsible Invest is a mixed fund that invests worldwide in equities (min. 25%) and bonds issued by sustainable companies (green bonds).
The DWS Concept DJE Responsible Invest is a mixed fund that invests worldwide in equities (min. 25%) and bonds issued by sustainable companies (green bonds).
The DWS Concept DJE Responsible Invest is a mixed fund that invests worldwide in equities (min. 25%) and bonds issued by sustainable companies (green bonds).
The DJE – Euro IG Credit invests in a broadly diversified portfolio of corporate bonds. The fund focuses on high-quality issuers with strong creditworthiness, reflected in an investment-grade rating. To further diversify, the portfolio management may also invest in government bonds, covered bonds, supranational bonds and money market instruments. These investments must likewise carry an investment-grade rating. All securities are denominated exclusively in euros, which means that euro-based investors are not exposed to currency risk. In selecting securities, the portfolio management is not bound by index, country, sector or maturity constraints.
The fund invests worldwide in promising stocks of companies with predominantly large to very large market capitalisations. It focuses on sectors with above-average growth, sector leaders, and investment trends marked by strong innovation and structurally higher growth.
The fund invests worldwide in promising stocks of companies with predominantly large to very large market capitalisations. It focuses on sectors with above-average growth, sector leaders, and investment trends marked by strong innovation and structurally higher growth.
Our investment funds offer a suitable solution for a wide range of needs. In the multi-asset segment, we combine different asset classes to achieve optimal diversification for investors. Classic balanced funds hold both equities and bonds. Our flagship fund, DJE – Zins & Dividende, managed by Dr Jan Ehrhardt since its launch in 2011, ranks among the most successful in its peer group. We also offer pure equity funds such as DJE – Dividende & Substanz and pure bond funds such as DJE – Zins Global. Our oldest fund, the FMM-Fonds, was launched back in 1987 and has been managed continuously by DJE founder Dr Jens Ehrhardt ever since.
Funds bring together a range of asset classes and strategies within a single investment, and depending on how they are structured, they can pursue very different goals. For investors, it is therefore essential to understand the fundamental differences between fund types, savings models and investment focuses.
For deeper context and background, please see our further Financial Knowledge articles on funds.
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Legal notice
This is a marketing advertisement. Please read the sales prospectus, the PRIIPs Key Information Document (KID) as well as the annual and semi-annual reports of the respective fund before making any final investment decision. These documents contain detailed information on opportunities and risks are available free of charge at www.dje.de/en/ under the respective fund.
A summary of investor rights is available free of charge in electronic form on the website at www.dje.de/en/legal-information.
All information published here is for information and marketing purposes only, may change at any time and does not constitute investment advice or a recommendation. Awards and long-standing experience do not guarantee investment success. Statements regarding past performance are not an indicator of future performance.
The funds described in this marketing advertisement may have been notified for distribution in various EU Member States. Investors are informed that the respective management company or manager may decide to terminate the arrangements made for the marketing of the units of its funds in accordance with Art. 93a of Directive 2009/65/EC and in accordance with Art. 32a of Directive 2011/61/EU. | DJE Kapital AG, Pullacher Straße 24, 82049 Pullach, Germany
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