DWS Invest CROCI Euro TFC

ISIN: LU1769938397

Categoría Morningstar: Eurozone Large-Cap Equity

Empresa: DWS

The objective of the investment policy of the fund is to achieve long term capital appreciation by investing predominantly in large cap Eurozone equities that are considered undervalued according to the CROCI methodology and the CROCI Euro investment strategy. The investment strategy will generally select shares of approximately thirty issuers with the lowest positive CROCI Economic Price Earnings Ratio (“CROCI Economic P/E”) from a universe comprising approximately 100 of the largest Eurozone equities by market capitalisation for which CROCI Economic P/Es are calculated. Companies in the Financial and Real Estate sectors are not eligible for selection. In addition, stocks with low liquidity may be excluded from selection. In the event that fewer than thirty shares have a positive CROCI Economic P/E, only those shares with a positive CROCI Economic P/E will be investment strategy.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 31,35 3 años: 4,31 5 años: 8,50 Inicio: 7,27 2021: 7,97 2020: -1,26 2019: 27,37 2018: -15,69 2017: 19,57
Rentabilidad anual: Categoría 1 año: 41,95 3 años: 5,48 5 años: 7,20 Inicio: - 2021: 10,49 2020: -1,69 2019: 23,81 2018: -14,07 2017: 11,34
Rentabilidad anual: Percentil 1 año: 73,00 3 años: 65,00 5 años: 18,00 Inicio:- 2021: 89,00 2020: 47,00 2019: 24,00 2018: 73,00 2017: 3,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 21,05 3 Ratio Sharpe: 0,34 5 Correlación: 93,66 Beta: 1,00 Alfa: -1,64 Tracking error: 7,38 Info Ratio: -0,27
Fuente: Morningstar. Datos en euros. Categoría: Eurozone Large-Cap Equity. Fecha: 2021-04-19
Fuente: Morningstar. Datos en euros. Categoría: Eurozone Large-Cap Equity. Fecha: 2021-04-19