DWS Invest CROCI Euro LC

ISIN: LU1769938041

Categoria Morningstar: Eurozone Large-Cap Equity

Società: DWS

This sub-fund promotes environmental and social characteristics and qualifies as product in accordance with article 8(1) of Regulation (EU) 2019/2088 on sustainability related disclosures in the financial services sector (“SFDR”). While the sub-fund does not have as its objective a sustainable investment, it will invest a minimum proportion of its assets in sustainable investments as defined by article 2 (17) SFDR. 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.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 1,69 3 anni: 1,13 5 anni: 4,88 Inizio: 6,36 2024: -0,67 2023: 16,42 2022: -13,55 2021: 18,44 2020: -1,75
Rendimento annuo: Categoria 1 anno: 10,11 3 anni: 4,61 5 anni: 6,45 Inizio: - 2024: 6,83 2023: 16,95 2022: -13,63 2021: 21,90 2020: -1,69
Rendimento annuo: Percentile 1 anno: 98,00 3 anni: 90,00 5 anni: 83,00 Inizio:- 2024: 99,00 2023: 61,00 2022: 56,00 2021: 83,00 2020: 50,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,30 3 Sharpe Ratio: 0,05 5 Correlazione: 94,55 Beta: 0,98 Alfa: -5,02 Tracking error: 5,30 Info Ratio: -1,02
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-07-22
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-07-22