DB (SIA) Balanced Plus USD SDBH SGD Hdg

The investment objective of the Fund is to achieve a mid to long-term capital growth and aims to limit losses of capital in excess of 20% on an annualised basis. In order to achieve the investment objective, the Fund will seek to gain exposure to three primary asset class portfolios diversified among and within themselves, being a Fixed Income Portfolio, an Equity Portfolio and an Alternatives Portfolio. The Fund's investments will be allocated to the portfolios in the proportions determined at the discretion of the Investment Manager, DWS Investment GmbH, on the basis of advice received from the Investment Advisor, the wealth management division of Deutsche Bank AG. In order to advise the Investment Manager, the Investment Advisor uses a strategic asset allocation approach, taking into account expected return, volatility and correlation in each portfolio. The Investment Advisor aims to suggest an allocation to provide the opportunity for a mid to long-term capital growth. The expected range of allocations for a "balanced" portfolio is a) Fixed Income Portfolio: up to 70%; b) Equity Portfolio: 30-80%; and c) Alternatives Portfolio: 0-15%. The Fund will also aim to weight each of the Portfolios towards exposure to USD denominated assets, such that the Fund has a US focus.In addition to the allocation to the Portfolios, the Investment Manager will seek to implement a strategy on the basis of the Investment Advisor's recommendation intended to preserve capital by limiting a fall in the value of the Fund's assets to no more than 20% on an annualised basis (the Risk Reduction Strategy). The Risk Reduction Strategy aims to limit the potential loss in the Fund during any 12-month period on a rolling basis. The Risk Reduction Strategy involves investment in Financial Derivative Instruments. Exposure to the Portfolios will principally be obtained through investment in exchange traded fund or funds (each an ETF) or other collective investment schemes or, in the case of single

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No