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DWS Investa LD

Ranked 21 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 : 31/10/2016 - 31/10/2017
  • Rank 21/68 Total Return
  • Rank 44/68 Standard Deviation
  • Rank 13/68 Max Drawdown
Fund Name Currency Return
19 MEAG ProInvest USD

33.7%

20 UBS (D) Aktienfonds - Special I Deutschland USD

33.7%

21 DWS Investa LD USD

33.5%

22 FT Frankfurt-Effekten-Fonds USD

33.2%

23 DWS TRC Deutschland USD

32.9%

Fund Name Currency Risk
42 Barings German Growth A GBP Acc USD

11.4

43 UniFonds USD

11.5

44 DWS Investa LD USD

11.5

45 DWS German Equities Typ O USD

11.6

45 DWS Deutschland LC USD

11.6

Fund Name Currency Loss
12 DWS Deutschland LC USD

-3.3%

13 Basler-Aktienfonds DWS USD

-3.3%

13 DWS Investa LD USD

-3.3%

13 FT Frankfurt-Effekten-Fonds USD

-3.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 8.1% 7.2%
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 size4,165Mn
  • 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).