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DWS Invest Multi Asset Income LD

Ranked 21 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Heiko Mayer

Objective

The objective of the investment policy is to achieve a positive mid- to long-term investment performance taking in account the opportunities and risks of the international capital markets. In order to achieve this, the fund invests globally in equities, bonds, certificates, funds and cash. Up to 100% may be invested in bonds, convertible bonds, bond funds and certificates on bonds or bond indices. Up to 65% will be invested in equities, equity funds and certificates on equity indices. Up to 20% may be invested in asset backed securities and mortgage backed securities. Up to 10% may be invested in investment funds. Up to 10% of the investment funds assets may be invested in certificates on commodities and commodity indices.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.2%
2018 -5.2% -4.1% 2.0% 2.0% -4.9%
2017 9.9% 3.3% 2.4% 1.5% 2.4%
2016 20.1% 4.7% 5.2% 7.1% 1.8%
2015 -4.6% -0.8% -3.8% -3.3% 3.4%
2014 -0.6% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Portugal
  8. Spain
  9. United Kingdom

Fund Info

  • Launch date04/06/2014
  • Share Class size47Mn
  • Base currencyUnits
  • ISIN LU1054320970

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment4.00%

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