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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 - Zins & Dividende (P)

The fund invests free of benchmark constraints globally and seeks to generate stable performance while emphasising an absolute-return approach with the goal to avoid loss of capital as far as possible. The fund aims for capital appreciation by respecting one significant investment constraint: at least 50% of the assets are permanently invested in fixed income and/or money market products in order to reduce volatility and to ensure that the fund can draw performance from diversified sources.

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GoldPort Stabilitätsfonds (P)

Key aspect of the balanced fund is gold. Beyond gold investments the fund management integrates defensive and attractively priced value stocks, which showed a stable development during former period of crisis. On the fixed income side, only bonds with a high degree of creditworthiness are included. The flexible investment style of the fund facilitates a rapid adaption to constantly changing market conditions.

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Awards