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. Investment objective and policy of the fund is a directive-compliant feeder fund (the “feeder fund”) of the UCITS master fund DWS ESG Dynamic Opportunities (the “master fund”).
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 13,44 | 3 anni: 3,77 | 5 anni: 6,58 | Inizio: 3,96 | 2024: 8,53 | 2023: 10,98 | 2022: -12,53 | 2021: 18,60 | 2020: 5,41 |
| Rendimento annuo: Categoria | 1 anno: 17,49 | 3 anni: 3,46 | 5 anni: 5,92 | Inizio: - | 2024: 10,96 | 2023: 10,91 | 2022: -14,42 | 2021: 16,02 | 2020: 4,01 |
| Rendimento annuo: Percentile | 1 anno: 78,00 | 3 anni: 41,00 | 5 anni: 33,00 | Inizio:- | 2024: 73,00 | 2023: 50,00 | 2022: 31,00 | 2021: 34,00 | 2020: 38,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 9,30 | 3 Sharpe Ratio: 0,24 | 5 Correlazione: 89,44 | Beta: 0,73 | Alfa: -1,87 | Tracking error: 5,10 | Info Ratio: -0,65 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-10-02
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-10-02