Austrian Fund Award 2025 for DJE - Zins & Dividende
DJE has once again been honored for its balanced mixed fund DJE - Zins & Dividende. After winning the German Fund Award in January, it has now also been awarded the equally prestigious Austrian Fund Award 2025 in the category "Global Balanced Mixed Fund". The fund came out on top in a peer group of 649 competitors. The award ceremony took place as part of the FONDS professionell Congress in Vienna, one of the most important industry gatherings in the financial sector. The award was presented by FONDS professionell in cooperation with the daily newspaper DIE PRESSE and with the expert support of the Institut für Vermögensaufbau (IVA).
Recognition for outstanding fund strategy
The Austrian Fund Award is presented annually and is based on a multi-stage analysis process by the Munich-based Institut für Vermögensaufbau (IVA). The active management performance as well as the portfolio and risk management of the funds are evaluated. The three best funds in each category are awarded the rating "outstanding". These criteria make the prize one of the most prestigious awards in the industry.
Confirmation of the long-term investment approach
"We are delighted with this recognition, which confirms our investment approach and the reliability of our fund strategy," explains fund manager Dr. Jan Ehrhardt. "Our aim is to actively manage risks in challenging market phases while generating stable returns for our investors. The award underlines the success of this approach."
DJE - Zins & Dividende pursues a balanced multi-asset strategy characterized by a differentiated weighting of bonds and high-dividend equities. With assets under management of over 4 billion euros and consistent performance, the fund is one of the most successful in its category.
Many years of capital market expertise guarantee success
The award is another milestone for DJE, which has been impressing investors with its active asset management and capital market expertise for more than 50 years. Back in January, Dr. Jan Ehrhardt was named "Fund Manager of the Year 2025" by Finanzen Verlag.
Source: Fonds professionell AT. Awards and many years of experience do not guarantee investment success.
Legal information
This is a marketing advertisement. Please read the sales prospectus of the fund in question and the PRIIPs KID before making a final investment decision. This also contains detailed information on opportunities and risks. These documents are available free of charge in German at www.dje.de under the fund in question. A summary of investor rights is available free of charge in German in electronic form on the website at www.dje.de/zusammenfassung-der-anlegerrechte. 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 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 correctness and completeness.