Multi Asset & Trends | DJE MEGATRENDS FINDEN

Investing in global megatrends

Throughout history, human lives were often fundamentally changed by new inventions and trends. In pre-historic times, the discovery of fire and the advent of farming and husbandry paved the way for the first permanent settlements.

In the 19^th century, the industrial revolution changed our lifestyles completely once more and in modern times the Internet revolutionised the way we communicate, book holidays and even date.

A lot of these megatrends gave rise to enormously successful businesses. The DJE - Multi Asset & Trends fund is seeking to find and capitalise on today’s pioneers.

The DJE-Multi Asset & Trends invests in equities, bonds and gold globally

Our analysts pick companies which are set to benefit from global megatrends

Flexible management, independent from benchmarks

Up to 10% gold investment for additional diversification

What is a megatrend?

Megatrends are movements or developments with far-reaching effects on society and the way we live. These trends could be prevalent for a few years or even centuries. Most recent megatrends include digital innovations and technology as well as automation, which have impacted businesses and society.

DJE takes advantage of its in-house research team to find companies with business models that can benefit from current megatrends. Our 12 analysts monitor international markets and sift through more than 2,000 companies as well as vast datasets on a daily basis to identify new opportunities and manage current investments. Fund manager Moritz Rehmann then decides which companies and financial instruments go into the portfolio.

Charging ahead: global electric vehicle sales reach 10 billion mark

Electric cars and their charging stations have become a common sight in most of Europe, America and many other countries. In 2022 the global share of electric cars for all sales grew to 13%. Over 25 million cars are powered by batteries worldwide. It’s clear that the automotive sector is in the middle of a vast transformation process. As with other structural shifts, there will be winners and losers. It will likely pay off to invest in the former.

Obesity: a new challenge for modern medicine

Obesity and problems with overweightedness have become a major concern for healthcare in the western world - and also increasingly in developing countries. More and more people suffer from obesity and related health issues. These include cardiovascular problems, diabetes, various cancers and damage to joints and bones. The DJE - Multi-Asset & Trends fund invests in companies which contribute to the fight against excess weight and obesity with new medication. Other medical inventions like new vaccines, diagnostics tools and treatments could also have a lot of potential for human health – and consequently for investors.

Artificial intelligence: birth of a new era?

The potential of artificial intelligence to change our lives is enormous – and so seems to be people’s interest in the technology. The chatbot ChatGPT, which uses a large language model to generate text, hit the 100 million user milestone within just two months. For comparison: It took the popular social networking app Instagram more than 10 times as long to hit the same milestone. ChatGPT and other “intelligent” technologies promise significant productivity gains in many (business) areas. The market potential for artificial intelligence is estimated to be $329 billion in the year 2028 (source: Precedence Research).

Our focus is on profitable companies. We only add companies with good business models or products to our portfolio. We focus on cash generation and we would typically avoid loss-making enterprises.

Moritz Rehmann

Fund Manager

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Note: This is a marketing advertisement. Please read the prospectus of the relevant fund and the PRIIP KID before making a final investment decision. These documents can be obtained free of charge in German at www.dje.de under the relevant fund. A summary of investor rights can be accessed in German free of charge in electronic form on the website at www.dje.de/summary-of-investor-rights. The funds described in this marketing announcement may have been notified for distribution in different EU Member States. Investors should note that the relevant management company may decide to discontinue the arrangements it has made for the distribution of the units of your funds in accordance with Directive 2009/65/EC and Article 32a of Directive 2011/61/EU. All information published here is for your information only, is subject to change and does not constitute investment advice or any other recommendation. The sole binding basis for the acquisition of the relevant fund is the above-mentioned documents in conjunction with the associated annual report and/or the semi-annual report. The statements contained in this document reflect the current assessment of DJE Kapital AG. The opinions expressed may change at any time without prior notice. All information in this overview has been provided with due care in accordance with the state of knowledge at the time of preparation. However, no guarantee or liability can be assumed for the correctness and completeness.

Invest in the Megatrends of today and tomorrow

DJE - Multi Asset & Trends

Investing in global megatrends

What is a megatrend?

What megatrends are currently on the radar?