Fund overview DJE - Mittelstand & Innovation PA (EUR)
- ISIN
- LU1227570055
- NAV
- EUR 165.75
- Current year
- -0.60 %
- Date
- 12-20-2024
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
- The SME sector is the innovation, technology and economic engine of the DACH region.
- With over 1,500 companies, the German-speaking region is the core region of the "hidden champions" (unknown market leaders).
- The DACH region is characterized by a stable domestic economy, high legal certainty and export strength, spread across many sectors.
- Small and medium-sized companies generally have greater growth potential than large corporations.
Risks
- In addition to market price risks (equity, interest rate and currency risks), there are also country and creditworthiness risks, e.g. a recession in the European economies.
- Share prices can fluctuate relatively strongly due to market, currency and individual value factors.
- Small and medium-sized companies are traded less on the stock exchanges than large corporations. Their share prices can therefore fluctuate more than those of large companies.
The Fund is Suitable for Investors
- who wish to invest in medium-sized companies
- with a medium to long-term investment horizon
- who prefer European stocks
The Fund is not Suitable for Investors
- who do not want to accept increased fluctuations in value
- with a short-term investment horizon
- who are looking for a secure return
Monthly Commentary
PRIIP Documents
Prospectus & Reports
Sustainability-related documents
Print optimized factsheet
Legal Information
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