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.
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.
The DWS Concept Kaldemorgen utilises its opportunities to achieve returns with an appropriate level of risk.
A strict, specially developed risk management approach is used to monitor the fluctuation margin.
The fund's direct multi-asset total return team consists of a total of 10 members.
Co-Lead Portfolio Manager
Deputy Portfolio Manager
Co-Lead Portfolio Manager
Deputy Portfolio Manager
Shareclass |
GBP CH RD |
Currency |
GBP |
ISIN |
LU1422958493 |
Front-end Load[3] |
0.00% |
Current costs (as of: 31/12/2023) |
0.830% |
Plus performance-related fee from securities lending returns |
0.012% |
Earnings |
Accumulation |
Market, sector and company-related exchange rate fluctuations.
Exchange rate fluctuations.
The unit value may fall below the purchase price at which the client acquired the unit.
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 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.
1. A parameter used to determine the range of fluctuation of a value such as a share price.
2. Risk-adjusted return means the assessment of an achievable or achieved return of an investment taking into account the respective risk, for example measured by the fluctuation margin (volatility) of a financial instrument.
3. Based on the gross investment amount: 5.00% based on the gross investment amount corresponds to approx. 5.26% based on the net investment amount.