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Deutsche Invest I Asian Small/Mid Cap LC

Ranked 28 out of 40 in - Asia Pacific Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Linus Kwan

Linus Kwan joined DNB Asset Management as a portfolio manager in 2007. Between 1999 and 2002 he was an analyst with Lombard Odier Darier Hentsch in Hong Kong researching greater China equities. During 2003 he was a portfolio manager with the same firm, before moving to Calypso Capital in 2004 where he for three years managed an Asia ex Japan long/short equity product. Mr. Kwan completed his BA and MBA at the Chinese University of Hong Kong and also is a CFA charter holder. He speaks English, Cantonese and Mandarin.

Objective

the fund invests primarily in equities of small and medium-sized issuers having their registered office in an Asian country or that conduct their principal business activity in Asia or which, as holding companies, hold primarily interests in companies registered in Asia. In this context, the selection of individual investments is the responsibility of the fund management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Small & Medium Companies over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.0% 3.0% 4.4%
2016 -1.0% -0.1% 1.5% 6.4% -8.2%
2015 -8.8% 2.7% 1.6% -18.7% 7.3%
2014 4.1% 3.3% 7.4% -1.7% -4.6%
2013 15.3% 12.6% -2.7% -1.6% 6.9%
2012 26.6% 11.1% -4.6% 6.6% 12.2%
2011 -31.2% -6.2% 1.0% -25.3% -2.9%
2010 32.4% 5.5% -4.9% 21.2% 8.9%
2009 101.8% 1.9% 50.6% 19.5% 10.1%
2008 -59.3% -18.3% -7.9% -24.7% -28.1%
2007 33.9% 12.8% 18.1% 4.9% -4.2%
2006 2.7% 5.0% 13.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/01/2006
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN LU0236153390

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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