Risk Considerations

Investors should note that Deutsche Invest Funds are generally not capital protected or guaranteed and investors in each Deutsche Invest Funds should be prepared and able to sustain losses up to the total capital invested. The value of an investment in a Deutsche Invest Funds may go down as well as up and past performance is not a reliable indicator of future results. Investment in any Deutsche Invest Funds involves numerous risks, for a list of related risks please click here.

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DWS Concept Kaldemorgen LC

ISIN: LU0599946893Price by date: 18/10/2019Issue price: 156.44
 Currency: EURRedemption price: 148.62

Strategy

Investment Focus

The objective of DWS Concept Kaldemorgen is to achieve a total return in Euro by investing in different markets and instruments depending on the overall economic cycle and assessment of the fund management. It also intends to build up long and synthetic short positions profiting from respective over- and undervaluation of various asset classes/instruments and to take advantage of the ability to invest in derivatives for hedging market risks.

Basic Risks

The fund is intended for the growth-oriented investor seeking returns higher than those from capital-market interest rates, with capital growth generated primarily through opportunities in the equity and currency markets. Security and liquidity are subordinate to potential high returns. This entails higher equity, interest-rate and currency risks, as well as default risks, all of which can result in loss of capital.

Briefing

Financial weather last 3 Months²
CategoryTotal Return Strategies
Investor Profile Growth-oriented
FundmanagerKlaus Kaldemorgen
Total Assets8,808.79 M EUR
Total Expense Ratio (as of 31/12/2018)1.560%
Morningstar Gesamtrating™
(as of date: )
n/a
FERI Funds Ratingn/a
Lipper Leaders
(as of date: 31/07/2019)
4543
Performance
(As of 18/10/2019)
PeriodaccumulatedYearly
Since inception48.62%4.79%
1 Month0.04%-
3 Months2.19%-
6 Months2.44%-
Current year9.31%-
1 Year5.73%5.73%
3 Years10.48%3.38%
5 Years21.36%3.95%