DWS Concept DJE Responsible Invest delivers a strong interim performance

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):

Source: DJE Kapital AG. As of November 12, 2025 The funds are actively managed by DJE and, if a benchmark index is indicated, without reference to it. The performance charts and tables shown are based on our own calculations and were calculated according to the BVI method (see: www.dje.de/de/glossar/) and illustrate past performance. Past performance is not indicative of future returns. The gross performance (BVI method) takes into account all costs incurred at fund level (e.g. the management fee), while the net performance also includes the front-end load. Further costs may be incurred individually at client level (e.g. custody account fees, commissions and other charges). Model calculation (net): An investor wishes to purchase units for EUR 1,000. With a maximum issue surcharge of 5.00%, he must pay a one-off fee of EUR 50.00 at the time of purchase. In addition, custody account costs may be incurred which reduce the performance. The custody account costs can be found in your bank's list of prices and services.

 

Risk disclosures: Awards and many years of experience do not guarantee investment success. Share prices can fluctuate relatively strongly due to market, currency and individual values. Bonds are subject to the creditworthiness and liquidity risks as well as country and currency risks of their issuers. Dividends are a voluntary payment by companies and cannot be guaranteed.

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Please read the prospectus of the relevant ETF and the PRIIPs-KID before making a final investment decision. It also contains detailed information on opportunities and risks. These documents can be accessed free of charge under etf.dws.com/de-de/IE00050EGWG5-dje-us-equity-research-ucits-etf-1c/. A summary of investor rights can be accessed free of charge in electronic form on the website at funds.dws.com/en-gb/footer/legal-resources/. All information published here is for your information only, can be changed at any time, and does not constitute investment advice or any other recommendation. The statements contained in this video reflect the current assessment of DJE Kapital AG. The opinions expressed may change at any time without previous notice. All the information provided has been provided with due diligence, in accordance with the state of knowledge at the time of preparation. However, no guarantee and no liability can be assumed for the correctness and completeness.