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The DJE Kapital AG is one of the leading independent wealth and asset managers in German-speaking Europe.

Based in Pullach in the suburbs of Munich, DJE also has offices in Cologne, Frankfurt and Zurich as well as its own fund management entity in Luxembourg responsible for the Group’s retail and institutional funds. Having founded the business in 1974, and now with a team of around 100 staff, Dr. Jens Ehrhardt pursues absolute returns over the long term, and is free from all benchmark constraints. The Group attracts institutional investors, such as Banks, Insurers, Pension Funds, Trusts and Corporates from Germany and abroad, as well as private investors. All are drawn by the team's distinctive value-oriented investment strategy and successful track record which has won numerous fund management industry awards.

A key element behind DJE's success lies in the firm's innovative product development and reliance on its own resources and investment methodology. DJE has one of the largest research teams outside the banking industry in Germany.

DJE's team manages assets approximately € 10 billion in around 50 mutual and institutional investment funds as well as individual portfolios of equities and bonds. These are marketed in DJE's own name or white-labelled for domestic and non-German entities including a number of market-leading institutions.

Focus Funds

DJE - Dividende & Substanz P (EUR)

The DJE - Dividende & Substanz celebrated its 10th anniversary in January of this year. Over this period the fund achieved a good performance track record.The importance of dividend payments is often underestimated. The fact is that over the long term, dividend payments deliver the highest contribution to the overall performance of an individual stock. Therefore reinvested dividends can achieve an enormous compounding effect. This is one of the reasons why the DJE - Dividende & Substanz fund mainly selects shares of companies that have a strong emphasis on high dividend payments. More about the fund: ww.dje-ds.de

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DJE Concept I

The investment strategy by Dr. Jens Ehrhardt. The balanced fund DJE Concept is safety-oriented, with the main focus on defensive value stocks with high dividend yields. The fund has profited from its strategy of investing in high quality stocks especially in these uncertain times. The balanced fund DJE - Concept is high yield and delivers outstanding performance. The fund DJE - Concept follows a flexible investment approach and participates, with a strategic diversification of risk, in the growth opportunities of the global equity and bond markets.

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Awards

  • The DJE — Dividende & Substanz (P) Fund received an Award at the "Österreichischen Fondspreis 2013" sponsored by the magazine Fonds Professionell, Austria. More Information

  • The Fund DJE — Dividende & Substanz (P) wins an Award for its "outstanding" performance at the "Deutschen Fondspreis 2013" sponsored by the magazine Fonds Professionell, Germany. More Information

  • A number of funds from the DJE – fund range have been awarded the "Euro Fund Award 2013" sponsored by the German magazine Euro. More Information

  • DJE is awarded the distinction of "summa cum laude". More Information

  • Dr. Jens Ehrhardt is again awarded three gold medals by SAUREN in the category "Equity Global (flexible)". More Information