Investment Strategy – Performance
Our investment strategy, consistently pursued over decades, has led to above average returns. The FMM-Methodology has been applied successfully for over 35 years by our portfolio managers. With its proven track record of more than 20 years, this is demonstrated by the fund bearing its name. The "FMM-Fonds" is Germany's oldest wealth management fund and was able to beat its benchmark MSCI World in almost every year (Fig. 2). Even compared to other known indices, the FMM-strategy still shows outperformance (Fig. 1) and has achieved a return of 8.61% p.a., or a total return of 669.62% since its inception on 17/08/1987 (as of 30/04/2012). This result was achieved at a substantially reduced risk, as reflected in the volatility (Fig. 3). For its outstanding achievements, DJE Kapital AG has received numerous industry awards.
Fig. 1) Comparative Performance of FMM-Fonds vs. various indices in Euro
since inception on 17/08/1987 (as of 30/04/2012)
Source: Thomson Financial, FRANKFURT-TRUST, DJE Kapital AG
Fig. 2) Comparative Performance of FMM-Fonds vs. MSCI World in Euro since inception on 17/08/1987 (as of 30/04/2012)
Source: Thomson Financial, FRANKFURT-TRUST, DJE Kapital AG
Fig. 3) Risk-Return Structure of the FMM-Fonds vs. various indices in Euro based on the period January 2000 - April 2012 in Euro
Source: Bloomberg, DJE Kapital AG
Commission, fees and charges can reduce the performance of each individual investment vehicle. Past performance is not a guide to future returns.