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Loewen-Aktienfonds

Rang 293 von 747 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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.

Anlageziel

The investment policy is to generate a return in Euro, which is oriented on the development of the comparative scale (50% MSCI World All Countries, 50% MSCI Europe (RI)). To achieve this, the fund invests primarily in equity securities that are registered in a Member State of the European Union or in another signatory to the Agreement on the European Economic Area on a stock exchange for official trading or included in a regulated market. The selection of individual investments is at the discretion of the Fund Manager. The Fund is based on the standard of comparison.

Performance

Aktien - Global über : 30.09.2016 - 30.09.2017
  • Rangfolge 293/747 Gesamtertrag
  • Rangfolge 214/747 Standardabweichung
  • Rangfolge 462/747 Maximaler Verlust
Fondsname Currency Verlust
461 ComfortInvest Perspektive EUR

-4,4%

462 KCM Aktien Global SRI R T EUR

-4,4%

462 Loewen-Aktienfonds EUR

-4,4%

464 Inovesta Classic EUR

-4,4%

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 5,7% -0,1% -0,3%
2016 8,5% -5,4% 3,3% 3,9% 6,9%
2015 13,6% 14,6% -3,1% -6,5% 9,4%
2014 9,6% 0,1% 3,6% 4,0% 1,6%
2013 14,8% 5,0% -2,8% 5,4% 6,7%
2012 8,9% 5,9% -3,2% 5,6% 0,6%
2011 -18,1% -2,7% -6,6% -14,8% 5,8%
2010 7,3% 6,3% -3,6% -1,6% 6,4%
2009 30,0% 4,7% 18,0% 6,2% -1,0%
2008 -39,4% -20,3% -5,3% -5,9% -14,7%
2007 20,9% 6,3% 8,0% 5,1% 0,2%
2006 0,1% 6,3% -12,2% -0,8% 8,1%
2005 28,1% 5,7% 3,6% 12,3% 4,2%
2004 2,9% 4,7% -0,7% -4,0% 3,1%
2003 33,5% -8,9% 20,8% 10,9% 9,4%
2002 -27,0% 2,0% -14,6% -21,9% 7,4%
2001 -15,8% -6,9% 4,0% -24,5% 15,2%
2000 8,8% 12,4% -1,0% 6,0% -7,9%
1999 70,8% 17,6% 11,1% 1,1% 29,3%
1998 19,8% 18,1% 2,2% -20,3% 24,5%
1997 15,0% 4,7% 1,9%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Deutschland

Information über den Fonds

  • Starttermin02.01.1997
  • Größe der Anteilsklasse50Mn
  • BasiswährungEUR
  • ISIN DE0009769802

Kaufinformation

  • Mindestanlage (initial)1
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,05%
  • Ausgabeaufschlag4

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)