This comparison is convincingOur investment strategy, consistently pursued over decades, has led to above average returns. The FMM-Methodology has been applied successfully for over 45 years by our portfolio managers. With its proven track record of more than 28 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).
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.
Comparative Performance of FMM-Fonds vs. various indices in Euro since inception on 01/07/1987 (as of 30/11/2023)
Risk-Return Structure of the FMM-Fonds vs. various indices in Euro based on the period July 1987 - November 2023 in Euro
Comparative Performance of FMM-Fonds vs. MSCI World in Euro (as of 04/12/2023)
Source: Bloomberg, DJE Kapital AG
The performance is calculated using the BVI (Bundesverband Investment und Asset Management e.V.) method, i.e. without taking into account the subscription fee. Individual expenses such as fees, commissions and other charges are not taken into account in the data and would have a detrimental effect on the performance if they were. The subscription fees payable reduce the invested capital as well as the performance depicted. Data on past performance are not a reliable indicator of future performance.