Fund overview UBAM - Dr. Ehrhardt German Equity AC (EUR)
- ISIN
- NAV
- EUR 2,710.79
- Current year
- 9.33 %
- Date
- 03-27-2025
About this fund
Fund Facts
Fees
Risk Class (SRI 1-7)
Ratings & Awards
The tax treatment depends on the personal circumstances of the respective customer and may be subject to change in the future. Additional explanations of terms can be found in our glossary. Information on advertised ESG features can be found here. Awards and years of experience do not guarantee investment success. You can find references to the awards here.
Fund Manager
Performance in % since inception
Price since inception
Rolling Performance over 10 Years in %
Performance in %
Opportunities & Risks
Top Ten Holdings in % of Fund Volume
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
- Experienced fund manager with an approach based on fundamental, monetary and market analysis (FMM) that has proven its worth for around 50 years
- By adding small and medium-sized companies, investors can also benefit from the "second-line stocks" segment
- Active management - high cash reserves can be built up before major stock market declines
Risks
- Proven investment approach to date does not guarantee future investment success
- Share prices can fluctuate relatively strongly due to market conditions
- Issuer credit risks
The Fund is Suitable for Investors
- who wish to participate primarily in the German stock market
- who also want to invest in stocks of smaller and medium-sized companies
- with a medium to long-term investment horizon
The Fund is not Suitable for Investors
- who want a security-oriented investment
- who are not prepared to accept fluctuations in value and substantial losses
- with a short-term investment horizon
Monthly Commentary
Legal Information
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