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DWS Investa LD

Ranked 46 out of 70 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 : 31/12/2016 - 31/12/2017
  • Rank 46/70 Total Return
  • Rank 57/70 Standard Deviation
  • Rank 17/70 Max Drawdown
Fund Name Currency Risk
55 Allianz German Equity - AT - EUR USD

8.9

56 DekaFonds CF USD

9.0

57 DWS Investa LD USD

9.2

58 DWS Deutschland LC USD

9.3

59 S4A Pure Equity Germany USD

9.3

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 30.4% 8.8% 8.1% 7.2% 3.5%
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 15.2% 3.5% 7.4% 1.7% 1.9%
1994 6.3% -0.2% 0.9% 2.7% 2.7%
1993 33.2% 10.8% -4.7% 15.7% 9.1%
1992 -8.4% 0.6% 8.2% -6.3% -10.2%
1991 7.8% -6.6% 1.0% 9.5% 4.4%
1990 -4.2% 11.1% -2.4% -19.2% 9.4%
1989 45.3% -4.1% 10.0% 13.1% 21.7%
1988 13.4% 0.3% -1.9% 5.4% 9.3%
1987 -11.7% -3.1% 6.7% 3.8% -17.8%
1986 35.2% 16.9% -5.2% 12.9% 8.1%
1985 110.4% 8.6% 20.1% 26.0% 28.1%
1984 -7.5% 7.6% -9.5% -5.3% 0.3%
1983 14.8% 13.9% 0.3% -3.9% 4.5%
1982 9.6% -2.5% -3.3% 3.0% 12.7%
1981 -10.2% -6.0% -3.7% -1.6% 0.8%
1980 -8.9% -15.0% 24.6% -1.8% -12.4%
1979 -4.0% 15.3% -6.4%

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 size4,043Mn
  • Base currencyEUR
  • ISIN DE0008474008

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment1.4

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