DWS Invest SDG Global Equities XC

ISIN: LU1891311513

Categoria Morningstar: Global Flex-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 objective of the investment policy of the fund is to achieve a positive mid- to long-term investment performance by investing in companies that the sub-fund management considers to be in a position to profit from present or future geopolitical, social and economic trends and themes which help to achieve the sustainable development goals of the UN as part of the Agenda 2030. The sub-fund is actively managed and is not managed in reference to a benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,59 3 anni: 5,87 5 anni: 10,83 Inizio: 12,14 2024: 13,39 2023: 8,74 2022: -12,46 2021: 18,01 2020: 17,93
Rendimento annuo: Categoria 1 anno: 18,20 3 anni: -0,32 5 anni: 8,10 Inizio: - 2024: 6,37 2023: 16,02 2022: -19,90 2021: 13,98 2020: 17,94
Rendimento annuo: Percentile 1 anno: 54,00 3 anni: 48,00 5 anni: 20,00 Inizio:- 2024: 20,00 2023: 72,00 2022: 36,00 2021: 71,00 2020: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 96,05 Beta: 0,94 Alfa: -3,76 Tracking error: 4,61 Info Ratio: -0,84
Fonte: Morningstar. Dati in euros. Categoria: Global Flex-Cap Equity. Data: 2024-05-28
Fonte: Morningstar. Dati in euros. Categoria: Global Flex-Cap Equity. Data: 2024-05-28