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Deutsche Invest I Euro Corporate Bonds LC

Ranked 5 out of 46 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Karsten Rosenkilde

Karsten Rosenkilde was born in the Danish capital of Copenhagen in 1971. He graduated from the Royal Holloway University of London before joining Merrill Lynch as a Eurobond market maker. Since then Karsten has assumed the role of portfolio manager at three separate institutions: Nykredit, BayernLB and his current position at DWS Investments, which he has held for four years. He defines his investment style as momentum, growth and value and he cites the European sovereign debt situation as key to forming his current geographical approach to investment, which he combines with credit fundamentals. Further to his fund management duties, Karsten enjoys playing tennis and travelling.

Objective

The objective of the investment policy is to achieve sustained capital appreciation that exceeds the benchmark (iBoxx Euro Corporate). In order to achieve this, the fund invests in corporate bonds denominated in euro. In addition, the fund invests in fixed- and floating-rate securities. The fund uses derivatives for both guaranteed value and investment purposes. The selection of individual investments is at the discretion of the fund management.

Showing fund performance in Portugal View performance globally

Performance

Euro Corporates over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -0.5%
2017 3.0% 0.5% 0.7% 1.2% 0.7%
2016 5.2% 2.3% 1.9% 2.1% -1.2%
2015 -1.5% 2.1% -3.8% -1.2% 1.5%
2014 8.8% 2.7% 3.1% 1.4% 1.4%
2013 2.7% 0.5% -1.4% 1.7% 1.9%
2012 15.7% 5.7% 0.8% 4.6% 3.9%
2011 3.1% 0.1% 1.5% -1.2% 2.7%
2010 3.8% 2.8% -0.5% 3.1% -1.5%
2009 16.7% 0.1% 8.1% 6.9% 0.9%
2008 -6.1% -0.4% -0.6% -2.6% -2.7%
2007 0.0% -0.5%

Month by Month Performance

Returns Vs Risk

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. Spain
  14. Sweden
  15. Switzerland

Fund Info

  • Launch date21/05/2007
  • Share Class size433Mn
  • Base currencyEUR
  • ISIN LU0300357554

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.9

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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).