Fund overview DJE Gold & Stabilitätsfonds PA
- ISIN
- NAV
- CHF 136.19
- Current year
- 3.32 %
- Date
- 04-28-2025
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
Equity Portfolio
Portfolio ex Equities
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Equity Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
- Attractive entry level for global dividend and value stocks
- Underinvestment by private and institutional investors and emerging market banks with strong currencies in the gold asset class
- Gold investments should offer further potential in politically, socially and economically uncertain times due to their function as a monetary stabilizer
Risks
- Share prices can fluctuate relatively strongly due to market conditions
- Investment in physical precious metals is subject to fluctuations in value
- Price risks for bonds, particularly in the event of rising interest rates on the capital market
- Currency risks due to foreign currency share (securities not denominated in Euro) in the portfolio
The Fund is Suitable for Investors
- with a medium to long-term investment horizon
- who want to focus their equity investments on physical precious metal investments and defensive value investments
- looking to minimize risk compared to a direct investment in gold
The Fund is not Suitable for Investors
- who do not accept increased fluctuations in value and temporary losses
- who are looking for a secure return
- with a short-term investment horizon
Monthly Commentary
Legal Information
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