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DWS Concept Kaldemorgen GBP CH RD

Ranked 1 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP 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 United Kingdom View performance globally

Performance

Multi Strategy over : 28/02/2018 - 28/02/2019
  • Rank 1/42 Total Return
  • Rank 32/42 Standard Deviation
  • Rank 5/42 Max Drawdown
Fund Name Currency Return
1 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0%

2 Veritas Global Real Return GBP B GBP

4.2%

3 Sanlam Multi-Strategy Founder GBP GBP

3.5%

4 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7%

5 Odey Odyssey GBP I Inc GBP

2.6%

Fund Name Currency Risk
30 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0

31 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0

32 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

6.1

33 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

6.2

34 InRIS CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

Fund Name Currency Loss
3 Sanlam Multi-Strategy Founder GBP GBP

-3.3%

4 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-3.4%

5 DWS Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

6 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

7 Legg Mason EnTrustPermal Alt Inc Strat R HGBP D+Q

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -1.3% -3.3% 3.5% 2.3% -3.7%
2017 2.5% 2.6% -0.3% 0.0% 0.1%
2016 3.1% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date15/06/2016
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU1422958493
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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