DWS Invest II ESG European Top Dividend LD

ISIN: LU0781237705

Categoria Morningstar: Europe Equity Income

Società: DWS

The objective of the investment policy of the fund is to achieve an above average return. The sub-fund is actively managed and is not managed in reference to a benchmark. At least 70% of the sub-fund’s assets are invested in equities, stock certificates, participation and dividend-right certificates, convertible bonds, American Depository Receipts (ADRs) and Global Depository Receipts (GDRs), listed on recognized exchanges and markets and issued by international financial institutions, and equity warrants of European issuers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 11,37 3 anni: 3,39 5 anni: 5,30 Inizio: 6,35 2024: 7,59 2023: 8,02 2022: -9,22 2021: 16,36 2020: -3,15
Rendimento annuo: Categoria 1 anno: 15,08 3 anni: 7,22 5 anni: 7,03 Inizio: - 2024: 8,25 2023: 13,63 2022: -8,37 2021: 20,71 2020: -7,11
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 88,00 5 anni: 73,00 Inizio:- 2024: 36,00 2023: 94,00 2022: 58,00 2021: 84,00 2020: 20,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,71 3 Sharpe Ratio: 0,24 5 Correlazione: 94,20 Beta: 0,93 Alfa: -4,93 Tracking error: 4,33 Info Ratio: -1,34
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2024-05-24
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2024-05-24