Dr. Jan Ehrhardt manages DJE's two largest funds, the balanced mixed fund DJE - Zins & Dividende (since 2010) and the broadly diversified equity fund DJE - Dividende & Substanz (since 2003). The fund experts from BÖRSE ONLINE, €uro and €uro am Sonntag have awarded him the "Fund Manager of the Year 2025" award for his extraordinary investment success, attesting to his "high level of reliability for investors".
The "Fund Manager of the Year" is one of the most prestigious and oldest fund awards in Germany. Finanzen Verlag has been presenting the award for over 30 years to individuals "who have achieved outstanding results over a long period of time and whose strategy promises above-average investment success in the future". In 2006, Dr. Jens Ehrhardt received the coveted trophy.
This is what the fund experts at Finanzen Verlag based their decision on
"Jan Ehrhardt has managed the global equity fund DJE - Dividende & Substanz since its launch on January 27, 2003 and has since then steered it confidently through various stock market phases. The same applies to the balanced mixed fund DJE - Zins & Dividende, which Jan Ehrhardt has been responsible for since its launch on February 10, 2011.
Both funds have performed steadily and are among the funds with the lowest volatility and the lowest maximum losses in their peer group. As a result, investors have remained invested in the capital market who might have exited the fund had they suffered higher losses and missed out on the subsequent price recovery.
Both DJE funds are well received by investors. Jan Ehrhardt manages over one billion euros in DJE - Dividende & Substanz and over four billion euros in DJE - Zins & Dividende.
In short: With Jan Ehrhardt, investors can rely on a mix of steady returns with low risk and know that their money is in good hands."
To the fund profile: DJE - Dividende & Substanz
To the fund profile: DJE - Zins & Dividende
Source: Finanzen Verlag, January 2025. The Golden Bull will be awarded in March 2025. More information at www.goldener-bulle.de. Awards and many years of experience do not guarantee investment success.
Note: This is a marketing advertisement. Please read the sales prospectus of the fund in question and the key information document (PRIIPs KID) before making a final investment decision. These documents are available free of charge in German at www.dje.de/en under the fund in question. A summary of investor rights is available free of charge in German in electronic form on the website at dje_summary-of-investor-rights-02_2022.pdffree of charge. The funds described in this marketing announcement may have been notified for distribution in various EU member states. Investors should note that the respective management company may decide to cancel the arrangements it has made for the distribution of the units of your funds in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. 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 above-mentioned documents in conjunction with the corresponding annual report and/or semi-annual report are the sole binding basis for the acquisition of the fund in question. 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.