DJE - Europa PA (EUR) Header Image
As at:
332.10 EUR
348.71 EUR

Investment approach

The fund focuses on carefully selected quality European stocks. The analysis process is oriented on fundamental factors. The decisive factor in the stock selection are the following fundamental criteria: market positioning, profit potential, investment potential, evaluation and quality of management. In addition, care is taken in selecting stocks on a relative strength of the securities. The combination of European blue chips, the flexibility of the fund investment advisor and the in-house analysis method gives the fund a promising risk / reward profile. The regional focus on Europe keeps exchange rate risks potentially low. The opportunity to participate on global trends in conjunction with the successful European export industry remains.


  • Fundamental analysis approach allows to find appropriate shares in every market phase
  • The security selection is based on a fundamental, monetary and market-technical analysis – this FMM approach has a proven track record of over 45 years
  • Growth opportunities in the European stock markets


  • Proven investment approach does not guarantee future investment success
  • Exchange rate risks
  • Issuer country and credit risks
  • Stock market prices may vary relatively strong due to market conditions

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.