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DWS Inter-Renta LD

Ranked 381 out of 987 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Bernhard Falk

Bernhard Falk works at DeAWM as a portfolio manager running bond strategies. Prior to joining DwAWM in 2000, he worked for seven years as a proprietary trader at West LB, and for 10 years at Deutsche Bank where he held several positions including bond trader. Bernhard holds a master's degree in banking and is also a qualified Eurex trader. He was born in Munich and is currently based in Frankfurt.

Objective

The objective of the investment policy is to achieve sustained capital appreciation. In order to achieve this, the fund invests globally in government and corporate bonds, covered bonds and bonds from the financial sector. Derivative financial instruments may be used for both investment and hedging purposes. Convertible and warrant-linked bonds may be included. The selection of individual investments is at the discretion of the fund management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 381/987 Total Return
  • Rank 846/987 Standard Deviation
  • Rank 666/987 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 12.3% 1.1% 6.3% 3.2% 1.2%
2016 3.8% 7.4% -0.7% 1.5% -4.2%
2015 -8.5% -6.3% 1.4% -1.0% -2.7%
2014 -10.3% 0.9% 1.6% -7.3% -5.6%
2013 2.9% -3.4% -1.6% 5.1% 2.9%
2012 6.9% 0.7% 1.6% 3.8% 0.6%
2011 5.5% 1.1% 1.5% 0.9% 1.9%
2010 1.2% -0.1% -2.3% 7.0% -3.2%
2009 9.6% -5.6% 6.2% 8.7% 0.6%
2008 -2.5% 6.8% -3.3% -7.3% 1.9%
2007 7.4% 0.7% 0.3% 5.1% 1.2%
2006 5.7% -0.7% 2.1% 0.8% 3.3%
2005 -6.1% -1.8% -1.4% -1.0% -2.1%
2004 9.2% 0.4% -2.9% 3.6% 8.1%
2003 14.4% 2.4% 6.0% 0.0% 5.5%
2002 17.2% -1.6% 10.5% 2.2% 5.4%
2001 -1.2% -2.7% -0.8% 5.4% -2.8%
2000 1.9% -1.6% 0.3% -3.2% 6.6%
1999 -7.9% -3.9% -4.1% 2.5% -2.4%
1998 13.8% 1.3% 2.0% 6.8% 3.1%
1997 -3.1% -3.8% 0.6% 1.2% -1.0%
1996 5.2% -1.2% 0.5% 2.6% 3.3%
1995 18.8% 8.6% 4.5% 1.2% 3.5%
1994 2.0% 0.4% -1.2% 1.2% 1.6%
1993 10.5% 5.7% -0.2% 3.5% 1.2%
1992 0.3% -4.4% 10.2% 4.1% -8.5%
1991 10.1% -6.7% -3.2% 11.5% 9.3%
1990 20.6% 0.8% 4.8% 6.9% 6.8%
1989 8.4% -4.4% -0.7% 5.8% 8.0%
1988 5.2% 1.2% -3.0% -0.4% 7.6%
1987 23.6% 9.1% 1.0% -2.2% 14.6%
1986 30.3% 14.1% 1.6% 5.4% 6.7%
1985 37.3% 3.6% 7.6% 9.9% 12.0%
1984 -0.8% 6.3% -9.1% -1.8% 4.6%
1983 -2.8% 2.3% -1.9% -2.6% -0.6%
1982 18.5% -1.5% -0.6% 6.8% 13.3%
1981 -3.9% -6.5% -8.8% 1.7% 10.8%
1980 -6.2% -13.8% 19.8% -2.3% -7.0%
1979 -1.9% 10.7% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date01/07/1969
  • Share Class size500Mn
  • Base currencyEUR
  • ISIN DE0008474040

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).