Achieving outperformance in a lower return world

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In October 2002, bond funds and structured products were all the rage amid a seemingly endless stream of negative sentiment towards risk assets. So why did DWS choose this point to challenge the peer group?

It is generally accepted that going forward investors are unlikely to experience the magnitude of returns from financial assets that characterised the 1980s and 1990s. Exactly this expectation sent DWS back to the drawing board to take a fresh look at portfolio construction - with meaningful outperformance of the UK stock market in mind. While the market back in 2002 made a killing unlikely in new business terms, DWS had conviction the timing was near perfect from an investment perspective. A unique concept What makes the DWS UK Opportunities fund unique is that it consists of just 25 ...

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