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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

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Klaus Kaldemorgen

Klaus Kaldemorgen

Showing manager performance in Switzerland View performance globally

About 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.

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Citywire Rating: Not Eligible

Klaus Kaldemorgen does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2015

  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JRated AA in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DRated A in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018

Performance

Alternative UCITS - Multi Strategy
over : 31/08/2017 - 31/08/2018

Total Return

Month by Month Performance

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 2.4%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.