DWS Global Thematic Offshore Fund

DWS Global Thematic Offshore Fund is managed by Mr. Aniket Inamdar and Mr. Kumaresh Ramakrishna. The aim of the fund is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds. This fund has given an below average performance. New investors can skip this fund for a better performing fund in this category.

Where does DWS Global Thematic Offshore Fund invest your money?

DWS Global Thematic Offshore Fund aims to generate long term capital growth from a diversified portfolio by investing predominantly in the units of DWS Strategic Global Theme Fund registered in Singapore or similar mutual funds. The fund will replicate the same mandate followed by DWS Global Thematic US Fund.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has DWS Global Thematic Offshore Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Sep 2007, your value of investments would be  Rs 1.03 Lakhs. The performance has not been similar to or other funds in this category. The fund has been giving at around 1.06% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in DWS Global Thematic Offshore Fund through SIP for 5 years today you would have around Rs 7.74 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year from the date of allotment an exit load of 1% is charged. No exit load applies for units withdrawn post one year. Expense ratio of DWS Global Thematic Offshore Fund is 1.79%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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