Performance

This comparison is convincing

Our 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).

Even compared to other known indices, the FMM-strategy still shows outperformance (Fig. 1) and has achieved a return of 7.86% p.a., or a total return of 1023,37% since its inception on 17/08/1987 (as of 31/07/2019).

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 (as of )
FMM-Fonds
DAX Performance-Index
MSCI World in Euro
EuroStoxx 50
S&P 500
Nikkei

Source: Thomson Financial, FRANKFURT-TRUST, DJE Kapital AG

 

Risk-Return Structure of the FMM-Fonds vs. various indices in Euro based on the period January 2000 - August 2016 in Euro

Source: Thomson Financial, FRANKFURT-TRUST, DJE Kapital AG

Comparative Performance of FMM-Fonds vs. MSCI World in Euro (as of ) Comparative Performance of FMM-Fonds vs. MSCI World in Euro (as of )
Fund: Benchmark:

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.