DWS Concept ARTS Balanced T
Fund Description

The DWS Concept ARTS Balanced is conceived for the growth - orientated investor, whose earning expectations are higher than the interest on capital level and who wants to gain capital growth. Security and liquidity are subordinated to the earning prospects. Higher stock-, interest-, and currency risks as well as credit risks are connected to this which can lead to price losses.

Chances and Risks

Opportunities/Advantages

Flexible investment strategy:
Equity, bond, or money market investments are selected according to market trends and investment policies, thus ensuring that your money is always invested in the markets that promise to be the most profitable.
Avoidance of long loss phases:
The professional total return concept ensures systematic risk management – free from human emotions.

Risks

If the product invests in an investment class based on a present upward trend, this development nevertheless may give way to a downward trend. Upward trends cannot be utilized until the product invests in the relevant investment class. Downward trends cannot be avoided until the product disinvests from the relevant investment class.
Fund Facts
ISIN
LU0093746120
Shareclass
Accumulating
Investment Company
DWS Investment S.A.
Custodian Bank
State Street Bank Luxembourg S.A.
Inception Date
01/06/1999
Switch to ARTS Total Return System
10/01/2004
Total Net Assets as of 06/22/2017
77.81 Mln EUR
Share Classes
LU0093746120 | Accumulating
Status as of 06/22/2017
202.09 EUR
Best Performing Funds
of the recent 6 Months
Schroder ISF Swiss Small&Mid Cap Equity C (CHF) Acc
December-June | Switzerland
19.78%
SEB Sicav 2 - SEB Eastern Europe Small Cap Fund C (EUR) Acc
December-June | Eastern Europe
17.64%
Fidelity Funds - Global Technology Fund A (EUR) Dis
December-June | Information Technology
13.26%
Julius Bär Multipartner RobecoSAM Smart Materials Fund B (EUR) Acc
December-June | Materials
12.76%
Ratings / Awards
Performance as of 06/22/2017
Performance
Performance 1 Year
6.44%
Performance 2 Years p.a.
-0.37%
Performance 3 Years p.a.
3.74%
Performance 5 Years p.a.
6.25%
Performance 10 Years p.a.
5.11%
Performance 12 Years p.a.
6.28%
Performance since 10/01/2004 p.a.
6.58%
Performance YTD
4.88%
Figures since 10/01/2004
Volatility p.a.
6.33%
Max. Drawdown
-12.77%
Maximum Recovery [Days]
800
Sharpe Ratio
1.04
Calculations provided by: ARTS Asset Management
Asset Allocation as of 05/31/2017
Assetclasses
Stocks
57.96%
Bonds
37.40%
Cash
4.64%
Factsheets & KIIDS
Key Information Documents KIIDS
Wesentliche Anlegerinformation (KID) DE
Documents
Language: de
Halbjahresbericht DE
Rechenschaftsbericht DE
Verkaufsprospekt DE
Verkaufsprospekt (Deutschland) DE
Note: All figures are based on the NAVs calculated by the respective custodian bank. No back-test data is used in the depiction and calculation of performance and value. Past performance is no guarantee for the future development of an investment fund. Every capital investment carries risk. Rates may rise and fall. Variation of foreign exchange rates may aversely influence performance. Issuing and repurchase fees are not included in the calculations of performance. The information provided on this website are generally, not taking in consideration individual tax circumstances of the investor, and can be changed due to changes in law or administrative practice at any time. For further advices a tax consultant should be consulted. Before investing please read carefully the documents related to the relevant investment fund provided as regulated by law e.g. the latest published prospectus, the „Essential Information for Investors“ („Key Information Document“, called „KID“ or „KIID“), the investment guidelines and the latest annual and/or semi-annual report, which are available free of charge at the registered office of C-QUADRAT Kapitalanlage AG, Schottenfeldgasse 20, 1070 Vienna, Austria or the relevant investment company. All information is subject to confirmation
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Performance of investments

Every financial investment carries risk... Past performance is no guarantee of the future development of the investment funds or their holdings, outlined on this Homepage. Rates may rise and fall. This includes foreign exchange rates as well. . Potential investors need to fully understand risks associated with such an investment including a potential total loss. Before investing please read carefully the documents related to the relevant investment fund provided as regulated by law e.g. the latest published prospectus (incl. the simplified prospectus or the KID „Key Information Document“), the investment guidelines and the latest annual and/or semi-annual report, which are available free of charge at the registered office of C-QUADRAT Kapitalanlage AG, Schottenfeldgasse 20, 1070 Vienna, Austria.Please be advised that the net value development of financial instruments may be affected substantially by provisions, taxes and other deductions. ARTS Asset Management GmbH has reservedthe right to make changes or amendments on the provided information at any time.

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