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DWS Strategic Defensive

Ranked 197 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Peter Warken

Objective

The objective of the investment policy is to achieve a positive investment performance. In order to achieve this, the fund invests predominantly in exchange-trade funds (ETFs). Up to 49% of the funds assets may be invested in interest-bearing securities, equities, certificates, funds as well as money market instruments, among other securities. Up to 10% of the investment funds assets may be invested in certificates on commodities and commodity indices. The fund aims to stay within annualized volatility (a fluctuation range) of 2% to 5% over a rolling five-year period.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 0.7% 0.8%
2017 3.2% 1.3% 0.3% 0.4% 1.2%
2016 -1.1% -1.5% -1.2% 0.7% 0.9%
2015 -1.9% 1.1% -1.3% -2.5% 0.9%
2014 3.7% 1.3% 1.5% 0.3% 0.7%
2013 4.4% 1.1% 0.2% 1.4% 1.7%
2012 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date02/07/2012
  • Share Class size231Mn
  • Base currencyEUR
  • ISIN LU0767751091

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment3.50%

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