With a year-to-date return of 14.00% (as of 12 November 2025)¹, the DWS Concept DJE Responsible Invest LD (EUR) has established itself in 2025 as one of the market’s most resilient yet opportunity-oriented multi-asset strategies. The fund combines broad diversification across asset classes with an active, research-driven management approach and a clearly defined ESG framework.
DJE portfolio manager Richard Schmidt oversees the fund, aiming to capture opportunities across different market environments while actively managing risk. He does so through a flexible allocation to equities, bonds, liquidity and selected real assets. Investment decisions are guided by DJE’s proprietary FMM approach (fundamental, monetary, market-technical), which enables a disciplined steering process.
“The DWS Concept DJE Responsible Invest benefits from our broad research foundation and the close integration between analysis, portfolio management and institutional dialogue,” says Richard Schmidt, Head of Institutional Clients at DJE Kapital AG. “We deliberately focus on quality companies, solid fixed-income securities and selected real assets — providing stability and substance, especially in more challenging market phases.”
The fund invests globally in companies that operate sustainably and generate a positive impact on society and the environment through their products, processes or special initiatives. Strict exclusion criteria and CO₂ filters ensure a very low carbon footprint at the fund level. On the bond side, the portfolio emphasizes green bonds, whose proceeds are earmarked for environmentally relevant projects such as reforestation, recycling and water treatment.
The current positioning reflects this philosophy: on the equity side, the focus is on companies with strong pricing power and reliable dividends. In the fixed-income segment, the management team favors bonds with attractive coupons and a balanced maturity structure. A measured allocation to gold serves as a hedge against market stress and geopolitical risks.
With this approach, the fund targets investors seeking a responsible, actively managed multi-asset solution with a stable return profile. Since its launch in 2004, the DWS Concept DJE Responsible Invest has pursued the goal of combining capital preservation, steady growth and sustainability.
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¹ – Concerning the performance of the DWS Concept DJE Responsible Invest LD (EUR):
