DJE - Concept PA EUR

The general objective of this fund is to achieve capital appreciation over the long term while taking into account the investment risk. The fund aims to generate appropriate appreciation in the sub-fund currency.

This mixed fund invests in a variety of assets, including shares, bonds, zero coupon bonds, floating rate securities, certificates, convertible and option bonds. At least 25% of the fund's assets are invested in shares. The portfolio composition is actively managed without constraints regarding benchmarks, sectors, countries, duration, rating, or market capitalization. ESG factors are also considered in the investment process.

The fund may use financial instruments such as derivatives for hedging and capital appreciation purposes. The risk measurement is based on the relative VaR approach. The composition of the portfolio can differ significantly from the reference portfolio, which consists of 80% MSCI WORLD and 20% REX-INDEX TR. Investors should refer to the current sales prospectus for detailed information on investment opportunities and potential risks associated with the fund.

https://www.dje.de/