DWS Invest ESG Qi US Equity USD IC

ISIN: LU1978535810

Categoria Morningstar: US Large-Cap Blend 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 a long-term capital appreciation in excess of its benchmark. The sub-fund acquires and sells the assets in accordance with its assessment of economic and capital-market conditions and of future prospects on the exchanges. At least 75% of the sub-fund`s assets are invested in U.S. equities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 10,14 3 anni: 16,03 5 anni: - Inizio: 13,14 2024: 16,80 2023: -13,87 2022: 42,92 2021: 9,26 2020: -
Rendimento annuo: Categoria 1 anno: 7,51 3 anni: 13,66 5 anni: 10,79 Inizio: - 2024: 14,93 2023: -14,29 2022: 34,61 2021: 8,01 2020: 30,73
Rendimento annuo: Percentile 1 anno: 19,00 3 anni: 7,00 5 anni: - Inizio:- 2024: 20,00 2023: 41,00 2022: 2,00 2021: 43,00 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,84 3 Sharpe Ratio: 0,60 5 Correlazione: 96,39 Beta: 0,90 Alfa: 1,73 Tracking error: 4,81 Info Ratio: 0,23
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2023-09-20