Deutsche Real Estate Secs Inc Instl

The investment seeks current income with capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowing for investment purposes (calculated at the time of any investment), in securities of real estate investment trusts (REITs) and real estate companies. It will invest 25% or more of its total assets in securities of companies principally engaged in the real estate industry. The fund typically invests in common and preferred stocks of REITs and real estate companies. It is non-diversified.

Key stats

Management firm  Deutsche Asset & Wealth Mngt
Domicile  United States
Fund Administrator  Deutsche Inv Mgmt Americas Inc
Global Branding Name  DWS
Fund currency  USD
Launch Date  2013-09-23
ISIN  US25159L7608
SEDOL  BPZPL01
Manager 1 Name  John Vojticek
Manager 2 Name  John Robertson
Fund Strategy  Real Estate
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -0.46%
Return - 2 Months  0.61 %
Return - 3 Months  2.98%
Return - 6 Months  11.21 %
Return - 9 months  9.77 %
Annualized return since Inception  11.30%
Return YTD  15.16%

Charges

Minimum Investment  $1,000,000
Maximum Managment Charge  0.65 %
Exit charge  2.00 %

Contact

Contact Address  DWS Investments Services
Contact Address 2  P.O. Box 219151
Contact Address 3  Kansas City, MO 64121-9151
Contact city  Kansas
Contact country  United States
Fund Admin Group  Deutsche Asset & Wealth Mngt
Web Address  www.dws-investments.com
Email contact  rep@dws.com
Custodian  State Street Bank & Trust Co
Phone  800 621 1048

Price

Last Price Date  2014-08-13
Pre-tax nav  10.96
Price change  $0.11
Price change (percentage)  1.01 %

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

All our data is licensed from Morningstar UK Ltd. Important legal information