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DJE - Mittelstand & Innovation PA

Ranked 40 out of 243 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Maximilian Thaler

Objective

The objective of the Fund is to achieve long-term capital growth taking into account all of the investments risks by investing at least 51 % of the portfolio of the fund into small and mid-cap stocks or similar securities, issued by companies located in Germany, Austria and Switzerland.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018
  • Rank 40/243 Total Return
  • Rank 229/243 Standard Deviation
  • Rank 143/243 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 2.9% 1.4%
2017 37.8% 11.3% 10.2% 9.0% 3.1%
2016 1.7% -7.1% -1.8% 8.9% 2.3%
2015 15.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date04/08/2015
  • Share Class size31Mn
  • Base currencyEUR
  • ISIN LU1227570055

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment50

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).