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DWS Investa

Ranked 14 out of 68 in - Germany over 12 months
All calculations are in EUR unless stated

Managed by

Tim Albrecht

Tim Albrecht is a senior fund manager for German equities and global industrials at DWS, and is also head of the global sector research team for capital goods in the Frankfurt office. He joined DWS in September 2000 after University. Tim holds a Master's degree in Business Administration ("Diplom-Kaufmann") from the University of Wuerzburg and completed a bank training program at Deutsche Bank in Bonn.

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 : 30/06/2016 - 30/06/2017
  • Rank 14/68 Total Return
  • Rank 45/68 Standard Deviation
  • Rank 23/68 Max Drawdown
Fund Name Currency Return
12 Sydinvest Tyskland EUR

29.4%

13 Fondak - A - EUR EUR

29.0%

14 DWS Investa EUR

29.0%

15 Value-Holdings Deutschland Fund EUR

28.4%

16 DWS TRC Deutschland EUR

28.3%

Fund Name Currency Risk
43 Fondak - A - EUR EUR

10.6

44 DWS Aktien Strategie Deutschland LC EUR

10.7

45 DWS Investa EUR

10.7

46 MEAG ProInvest EUR

10.8

47 Monega Germany EUR

10.9

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 1.3%
2016 2.7% -9.5% -4.3% 7.1% 10.7%
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 size3,893Mn
  • 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).