DWS Invest Top Euroland LC

Ranked 23 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Britta Weidenbach

Britta Weidenbach joined DWS in September 1999 as an equity portfolio manager for European large caps. Beyond that she is responsible for the Scandinavian equity markets. Before DWS, she studied at the University in Konstanz where she gained a master's degree.

Objective

The fund invests primarily in equities of issuers with a high market capitalization and who have their headquarters in a member state of the European Economic and Monetary Union. In addition, the fund manager endeavors to manage a concentrated portfolio e.g. comprising 40 to 60 different securities. Depending on the market situation, the management may deviate from the above-mentioned diversification target. In this context, the selection of individual investments is the responsibility of the fund management.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -15.8% -5.1% 4.8% 0.3% -15.6%
2017 14.4% 5.4% 4.1% 3.8% 0.4%
2016 12.3% -2.8% -1.3% 10.5% 5.9%
2015 9.2% 10.6% -4.5% -3.0% 6.6%
2014 -5.1% 3.0% -4.2% -4.6% 0.8%
2013 29.9% 7.7% 2.3% 9.9% 7.3%
2012 24.1% 14.3% -6.9% 7.3% 8.6%
2011 -20.2% 4.5% 1.9% -26.1% 1.3%
2010 10.3% 1.9% -15.2% 16.5% 9.5%
2009 -13.5% 11.2% 1.3%
2008 -26.8% -7.6% -2.5% -17.1% -2.0%
2007 19.1% 4.5% 5.9% 3.9% 3.6%
2006 15.7% 10.0% -6.8% 2.0% 10.6%
2005 23.0% 0.3% 4.3% 9.2% 7.7%
2004 9.0% -3.1% 3.3% -0.1% 9.0%
2003 27.2% -4.9% 15.0% 3.5% 12.4%
2002 -24.2% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
SAP SE ORD 6.66%
Allianz SE ORD 5.99%
LVMH Moet Hennessy Louis Vuitton SE ORD 5.36%
BNP Paribas SA ORD 4.31%
Linde PLC ORD 3.68%
ING Groep NV ORD 3.50%
ASML Holding NV ORD 3.42%
Danone SA ORD 3.41%
Airbus SE ORD 3.18%
Kering SA ORD 3.08%
30/04/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date03/06/2002
  • Share Class size153Mn
  • Base currencyUnits
  • ISIN LU0145644893

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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