DWS Invest ESG European Small/Mid Cap XC

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1863262454

Categoria Morningstar: Europe Mid-Cap Equity

Società: DWS

This sub-fund promotes environmental and social characteristics and reports 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 sub-fund’s investment objective is to achieve the highest possible appreciation of capital in euro, in combination with a reasonable annual distribution of income. The sub-fund is actively managed and is not managed in reference to a benchmark. At least 80% of the sub-fund`s assets are invested in equities

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,22 3 anni: -0,32 5 anni: 6,74 Inizio: 7,17 2024: 2,89 2023: 13,77 2022: -19,30 2021: 16,22 2020: 20,34
Rendimento annuo: Categoria 1 anno: 9,23 3 anni: -4,53 5 anni: 3,50 Inizio: - 2024: 3,58 2023: 9,25 2022: -24,95 2021: 20,23 2020: 9,61
Rendimento annuo: Percentile 1 anno: 62,00 3 anni: 20,00 5 anni: 8,00 Inizio:- 2024: 44,00 2023: 17,00 2022: 17,00 2021: 75,00 2020: 16,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,66 3 Sharpe Ratio: -0,08 5 Correlazione: 96,59 Beta: 1,00 Alfa: -0,65 Tracking error: 4,55 Info Ratio: -0,16
Fonte: Morningstar. Dati in euros. Categoria: Europe Mid-Cap Equity. Data: 2024-12-03
Fonte: Morningstar. Dati in euros. Categoria: Europe Mid-Cap Equity. Data: 2024-12-03