DWS ESG Akkumula TFC

Qualification
Motivo do Rating:
  • -Boa relação risco e retorno

ISIN: DE000DWS2L90

Categoria Morningstar: Global Large-Cap Blend Equity

Empresa: DWS

The investment fund’s investment objective is to achieve the highest possible appreciation of capital. Income is reinvested. The benchmark for the investment fund is the MSCI World index.
At least 51% of the investment fund’s assets must be invested in the equities of solid, growth oriented domestic and foreign companies that can be expected to deliver good performance either on the basis of their earnings prospects or by taking advantage of technical situations in the market, including short-term effects. The fund management maintains a flexible weighting of principal investments, and also invests in bonds if necessary (for defensive purposes). Up to 49% of the assets of the investment fund may be invested in money market instruments and bank balances. The Company may invest up to 10% of the investment fund’s assets in units of other investment funds. The proportion of investment fund units in excess of 5% of the investment fund’s assets may consist only of money market fund units.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 21,87 3 anos: 9,85 5 anos: 12,17 Início: - 2024: 14,60 2023: 19,90 2022: -13,21 2021: 29,94 2020: 5,55
Rentabilidade anual: Categoria 1 ano: 27,28 3 anos: 5,63 5 anos: 10,04 Início: - 2024: 15,06 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rentabilidade anual: Percentil 1 ano: 56,00 3 anos: 28,00 5 anos: 26,00 Início:- 2024: 58,00 2023: 19,00 2022: 42,00 2021: 32,00 2020: 48,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 11,37 3 Rácio de Sharpe: 0,30 5 Correlação: 93,59 Beta: 0,81 Alfa: 0,50 Tracking error: 5,84 Rácio de informação: -0,03
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-10-02
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-10-02