Whether brightly coloured or pastel – always go with the trend
The more colours available, the more precisely individual nuances can be worked out. But not all combinations make sense, which is why a painter mixes his colour tones with care and draws on his knowledge and experience. Similarly, a sensible multi-asset portfolio does not result from the indiscriminate combination of asset classes. Also here applies, the freer the fund manager is in his choice, the more precisely he can adjust the portfolio to the market situation.
Balanced ratio
Mixed funds invest in various asset classes. Depending on the focus of a balanced fund, there are more or fewer restrictions, for example in the choice of asset classes or their weighting.
Mixing with full flexibility
The DWS Concept Kaldemorgen utilises its opportunities to achieve returns with an appropriate level of risk.
Strict control of risks
A strict, specially developed risk management approach is used to monitor the fluctuation margin.
The flagship portfolio managers behind the DWS Concept Kaldemorgen
The fund's direct multi-asset total return team consists of a total of 10 members.
Fund details of DWS Concept Kaldemorgen LC
Risks[1]
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Market, sector and company-related exchange rate fluctuations.
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Exchange rate fluctuations.
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The unit value may fall below the purchase price at which the client acquired the unit.
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Due to its composition/the techniques used by the fund management, the investment fund is characterised by increased volatility, i.e. the unit prices may be subject to strong downward or upward fluctuations even within short periods of time.
- The fund concludes a significant number of derivative transactions with various contractual partners. A derivative is a financial instrument whose value depends on the performance of one or more underlying assets. Due to its structure (e.g. due to a leverage effect), it can influence the fund to a greater extent than is the case with the direct purchase of the underlying assets.
- The fund invests in convertible bonds and bonds with warrants. Convertible bonds and bonds with warrants securitise the right to convert the bond into shares or to acquire shares. The performance of the value of convertible bonds and bonds with warrants is therefore dependent on the performance of the share as the underlying asset. The risks associated with the performance of the underlying shares can therefore also affect the performance of the convertible bond and bond with warrants.
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The fund invests in bonds whose value depends on whether the issuer is able to make its payments. A deterioration in the quality of the debtor (ability and willingness to repay) can have a negative impact on the value of the bond.