Deutsche Health and Wellness Instl

The investment seeks long-term growth of capital.
Under normal circumstances, the fund will invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies in the health care and wellness sectors. It invests primarily in securities of US companies, but may invest in foreign companies as well. The fund may invest in companies of any size. While the fund invests mainly in common stocks, it may also invest up to 20% of total assets in US Treasury and US agency debt obligations.

Key stats

Management firm  Deutsche Asset & Wealth Mngt
Domicile  United States
Fund Administrator  Deutsche Inv Mgmt Americas Inc
Global Branding Name  Deutsche Asset & Wealth Management
Fund currency  USD
Launch Date  2000-12-29
ISIN  US25159L5701
Manager 1 Name  Leefin Lai
Manager 2 Name  Peter Barsa
Fund Strategy  Health
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -0.25%
Return - 2 Months  2.96 %
Return - 3 Months  6.07%
Return - 6 Months  7.19 %
Return - 9 months  18.22 %
Return - 12 Months  24.93%
Annualized return 24 months  29.80 %
Annualized return 36 months  23.37 %
Annualized return 48 months  24.12 %
Annualized return 60 months  20.42 %
Return 120 months  11.84 %
Annualized return since Inception  7.58%
Return YTD  10.57%

Ratings

Morning Star Rating Date   2014-07-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Minimum Investment  $1,000,000
Maximum Managment Charge  0.77 %
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.deutschefunds.com
Email contact  rep@dws.com
Custodian  State Street Bank & Trust Co
Phone  800 621 1048

Price

Last Price Date  2014-08-25
Pre-tax nav  42.69
Price change  $0.47
Price change (percentage)  1.11 %

Funds Disclaimer

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Ratings Disclaimer

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