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DWS Investa

Ranked 14 out of 68 in - Germany over 12 months
All calculations are in USD unless stated

Managed by

Tim Albrecht

Tim Albrecht is a senior fund manager for German equities and global industrials at DWS, and is also head of the global sector research team for capital goods in the Frankfurt office. He joined DWS in September 2000 after University. Tim holds a Master's degree in Business Administration ("Diplom-Kaufmann") from the University of Wuerzburg and completed a bank training program at Deutsche Bank in Bonn.

Objective

The fund mainly invests in equities of domestic and foreign issuers. The focus is on German blue-chips. The equities of promising small and medium-sized enterprises may be included. In this context, the selection of individual investments is the responsibility of the fund management.

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

Performance

Germany over : 30/06/2016 - 30/06/2017
  • Rank 14/68 Total Return
  • Rank 30/68 Standard Deviation
  • Rank 10/68 Max Drawdown
Fund Name Currency Return
12 Sydinvest Tyskland USD

32.9%

13 Fondak - A - EUR USD

32.4%

14 DWS Investa USD

32.4%

15 Value-Holdings Deutschland Fund USD

31.8%

16 DWS TRC Deutschland USD

31.7%

Fund Name Currency Risk
28 Candriam Equities L Germany C Cap USD

12.3

29 HANSAsecur USD

12.3

30 DWS Investa USD

12.4

31 Monega Germany USD

12.4

32 Jyske Invest German Equities CL USD

12.5

32 FT Frankfurt-Effekten-Fonds USD

12.5

Fund Name Currency Loss
8 FT Frankfurt-Effekten-Fonds USD

-4.2%

9 sentix Fonds Aktien Deutschland USD

-4.3%

10 DWS Investa USD

-4.3%

11 DWS TRC Deutschland USD

-4.5%

12 DWS German Equities Typ O USD

-4.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 8.1%
2016 -0.3% -5.1% -6.7% 8.4% 3.9%
2015 6.0% 10.9% -4.8% -8.7% 10.0%
2014 -9.9% 0.0% 0.7% -11.3% 0.9%
2013 40.6% 2.1% 4.9% 15.1% 14.1%
2012 34.2% 22.7% -14.8% 17.5% 9.3%
2011 -21.8% 8.2% 6.5% -35.5% 5.3%
2010 9.7% -3.6% -12.6% 17.4% 10.9%
2009 38.9% -18.4% 29.5% 28.0% 2.7%
2008 -46.8% -12.6% -2.4% -24.8% -17.0%
2007 29.7% 7.9% 14.4% 1.8% 3.2%
2006 36.6% 14.7% -2.1% 5.8% 15.0%
2005 11.5% -0.7% -1.7% 9.1% 4.5%
2004 9.0% -5.4% 1.1% -2.8% 17.3%
2003 59.3% -14.6% 42.7% 4.4% 25.2%
2002 -31.5% 3.5% -9.0% -32.3% 7.3%
2001 -24.5% -12.9% -4.2% -22.6% 16.8%
2000 -8.6% 3.1% -7.1% -4.6% 0.0%
1999 19.4% -11.1% 8.4% -2.3% 26.8%
1998 30.6% 18.7% 20.5% -18.0% 11.3%
1997 23.6% 9.5% 6.5% 7.8% -1.7%
1996 21.3% 7.1% 1.3% 4.0% 7.6%
1995 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/12/1956
  • Share Class size3,893Mn
  • Base currencyEUR
  • ISIN DE0008474008

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment5

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