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Deutsche Concept Kaldemorgen GBP CH RD

Ranked 25 out of 37 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 : 30/04/2017 - 30/04/2018
  • Rank 25/37 Total Return
  • Rank 20/37 Standard Deviation
  • Rank 27/37 Max Drawdown
Fund Name Currency Return
23 InRIS UCITS PLC-R CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

24 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-0.5%

25 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

26 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-0.9%

27 SLI Glo SICAV Global Focused Strategies DH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

Fund Name Currency Risk
18 Sanlam FOUR Multi-Strategy Founder GBP GBP

3.8

19 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8

20 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1

20 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

4.1

22 Aviva Investors Multi-Strategy Target Income 6 GBP

4.2

Fund Name Currency Loss
25 SLI Glo SICAV Glbl Abs Rtn Strategies AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

26 Insight Global Absolute Return Inst W Acc GBP

-3.8%

27 Aviva Investors Multi-Strategy Target Income 6 GBP

-4.0%

27 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

29 LGT Alpha Generix Global Income UCITS L GBP GBP

-4.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3%
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 size01Mn
  • Base currencyGBP
  • ISIN LU1422958493
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • 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).