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DWS Investa

Ranked 22 out of 72 in - Germany over 12 months
All calculations are in EUR unless stated

Managed by

Henning Gebhardt

Henning Gebhardt joined DWS's international equity team in 1996. After managing Asian, Japanese and emerging market funds he moved to the German equity team in 2000, and took over responsibility for German equity funds. From August 2002, he headed the European small/mid cap team and since October 2010 he has headed the European equity team. He has a master's degree in business administration ("Diplom-Kaufmann") from the University of Goettingen.

Objective

The fund mainly invests in equities of domestic and foreign issuers. The focus is on German blue-chips. The equities of promising small and medium-sized enterprises may be included. In this context, the selection of individual investments is the responsibility of the fund management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Germany over : 31/08/2015 - 31/08/2016
  • Rank 22/72 Total Return
  • Rank 64/72 Standard Deviation
  • Rank 70/72 Max Drawdown
Fund Name Currency Return
20 DKO-Lux-Aktien Deutschland EUR

4.2%

21 Concentra - A - EUR EUR

3.9%

22 DWS Investa EUR

3.8%

23 Allianz German Equity - AT - EUR EUR

3.7%

24 Allianz Adifonds - A - EUR EUR

3.7%

Fund Name Currency Risk
62 FT Frankfurt-Effekten-Fonds EUR

23.8

63 HANSAsecur EUR

24.0

64 DWS Investa EUR

24.2

65 HAIG MB Max Value B EUR

24.2

66 Deutschland-INVEST EUR

24.4

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -9.5% -4.3%
2015 18.1% 24.9% -8.2% -8.8% 13.0%
2014 2.6% 0.0% 1.4% -3.8% 5.3%
2013 34.6% 4.9% 3.6% 10.6% 12.1%
2012 32.1% 19.6% -10.6% 15.9% 6.7%
2011 -19.2% 2.2% 4.2% -30.3% 8.8%
2010 17.3% 2.3% -3.5% 5.3% 12.9%
2009 34.6% -14.6% 22.6% 22.8% 4.7%
2008 -44.0% -19.4% -1.9% -15.6% -16.1%
2007 16.9% 6.9% 12.8% -3.4% 0.4%
2006 22.2% 11.8% -7.4% 6.8% 10.5%
2005 28.4% 3.9% 5.6% 9.6% 6.9%
2004 1.2% -2.9% 2.2% -4.8% 7.2%
2003 32.5% -17.8% 35.6% 2.9% 15.6%
2002 -41.9% 5.7% -19.6% -32.4% 1.1%
2001 -20.4% -7.5% 0.0% -28.0% 19.5%
2000 -2.5% 8.0% -7.2% 3.6% -6.1%
1999 39.8% -3.3% 13.5% -5.4% 34.7%
1998 20.9% 22.1% 17.7% -24.1% 10.9%
1997 44.3% 18.5% 11.3% 9.3% 0.1%
1996 30.6% 10.4% 4.4% 4.2% 8.7%
1995 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Japan
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date17/12/1956
  • Share Class size3,506Mn
  • Base currencyEUR
  • ISIN DE0008474008

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment5

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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).