Mutual Funds

For most investors diversification is a key consideration in a strategic asset allocation plan.

By investing in a basket of stocks, bonds, cash and other assets, mutual funds represent an ideal way for many clients to diversify. If you wish to follow the performance of a particular asset class or sector, a mutual fund allows you to do so with a lower level of capital commitment than through investing in individual securities. Mutual funds are highly flexible – they can generally be bought and sold on a daily basis. Deutsche Bank offers an extensive range of its own DWS and Scudder mutual funds, along with those from other carefully vetted providers. From thousands of possibilities our experts will help you find “best in class” solutions.

Equity Funds

Designed to generate returns in excess of their benchmark over the longer term by investing in stock markets. Each fund’s stock purchases will reflect its overall investment strategy and management style, such as large-cap growth, or small-cap value.

Fixed Income Funds

Aiming to preserve wealth over the longer term by investing in fixed income assets.

Money Market Funds

The money market instruments and other short term assets we choose are designed to maintain a high degree of liquidity and stability – with a fair rate of return.

Commodity Funds

Seeking to achieve higher returns in the longer term, but subject to more extreme price fluctuations than bond or equity funds.

Balanced and Special Situation Funds

Combination funds offering exposure to higher yield, recovery, or other asset groupings such as fund of funds or exchange traded funds.

Discretionary Portfolio Management

Active Advisory

In-depth Analysis

Devising your Investment Strategy