DJE - Alpha Global I (EUR) Header Image
Minimum investment: 75,000 EUR
As at:
269.12 EUR
269.12 EUR
DJE - Alpha Global is a globally investing mixed fund that can invest without replicating the composition of a benchmark index. Part of the target portfolio are 70 to 100 shares and 20 to 30 corporate bonds which are purchased in the same amount. Deliberately avoided are over- and underweights within the fund’s portfolio that is not managed by an individual fund manager only but by a team. Investment decisions are taken based on the advice of our analysts who work closely with the stock companies and therefore having excellent sector knowledge. The assets are allocated in value shares as well as in shares with outstanding growth potential (growth shares) that are valuated attractive. Shares and bonds are subject to a selection process which is based on the longstanding experience and the proven teamwork of the DJE-stragegy team and the DJE-research team.

Legal Information / Disclaimer:

The collective investment scheme ("the Fund"), is a fund on a contractual basis under the law of Luxembourg. Regarding the publication of performance data of the Fund it should be noted that the historic performance does not represent an indicator for the current or future performance and the performance data do not take account of the commissions and costs incurred on the issue and redemption of units. First Independent Fund Services Ltd., Klausstrasse 33, CH-8008 Zurich acts as the Swiss Representative (the "Swiss Representative") and NPB Neue Privat Bank Ltd., Limmatquai 1, P.O. Box, CH-8022 Zurich acts as the Paying Agent in Switzerland ( the "Swiss Paying Agent") for the Fund. Copies of the prospectus (incl. management regulations), the Key Investor Information Document, as well as annual and semi-annual reports of the Fund may be obtained free of charge from the Swiss Representative in Zurich.

*) © 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.