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Deutsche Concept Kaldemorgen LC

Ranked 33 out of 112 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Klaus Kaldemorgen

Klaus Kaldemorgen was born in 1953 in Essen in Germany and is the head of global equities at DWS. His well-known status is built on the solid foundation of 22 years – his entire investment management career – with DWS. In 2002 he was promoted to head of equity fund management and in 2003 he was appointed to the board of directors. Of his investment style, Kaldemorgen says, ‘I would call myself very much pragmatic, I’m not in one box, value or growth. There are times when you have to invest in growth and there are times when you have to invest in value.’ He began his career at DWS as a bond manager, spending a year with the international income team before switching to international equities, and he believes his experience of managing bonds is advantageous. ‘These days a good fund manager needs an understanding of the bond markets and the equity markets,’ he says.

Objective

The objective of the investment policy is to achieve sustainable capital growth. In order to achieve this, the fund invests up to 100% in equities, bonds, certificates, money market instruments and cash. In addition, the fund may invest in derivatives for hedging and investment purposes, among others in order to hedge market risks. The fund will invest in different markets and instruments depending on the overall economic cycle and assessment of the fund management. Up to 20% may be invested into asset backed securities.

Showing fund performance in Switzerland View performance globally

Performance

Multi Strategy over : 31/08/2017 - 31/08/2018
  • Rank 33/112 Total Return
  • Rank 58/112 Standard Deviation
  • Rank 61/112 Max Drawdown
Fund Name Currency Return
31 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3%

32 UBS (CH) Global Alpha Strategies (EUR hdg) P-PF

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2%

33 Deutsche Concept Kaldemorgen LC EUR

1.2%

34 Alpinum SICAV-SIF - Equity Dynamic Fund AH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2%

35 Amundi Funds II Multi Strategy Growth A ND EUR EUR

1.0%

Fund Name Currency Risk
56 8a+ SICAV Subfund Monviso R EUR Dis EUR

4.2

57 Hermitage Latitude EUR

4.2

58 Deutsche Concept Kaldemorgen LC EUR

4.2

59 Putnam Multi Asset Absolute Return E2 Inc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3

60 ZEST Derivatives Allocation R1 EUR

4.3

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 3.1%
2017 0.9% 2.0% -0.6% -0.2% -0.2%
2016 7.0% -1.9% 2.4% 2.4% 3.9%
2015 2.8% 4.5% -0.8% -2.6% 1.8%
2014 7.5% 2.1% 1.2% 2.6% 1.4%
2013 5.8% 1.5% -0.2% 1.9% 2.4%
2012 11.3% 6.8% 0.8% 0.7% 2.6%
2011 -4.2% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Portugal
  9. Spain
  10. Switzerland

Fund Info

  • Launch date02/05/2011
  • Share Class size1,800Mn
  • Base currencyEUR
  • ISIN LU0599946893

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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