DWS Invest Euro High Yield Corporates FC

ISIN: LU0616840772

Categoria Morningstar: EUR High Yield Bond

Empresa: 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 generate an above-average return for the sub-fund. At least 70% of the sub-fund’s assets are invested globally in corporate bonds that offer a non-investment grade status at the time of acquisition. Non-investment grade encompasses BB+ and below rated bonds, including bonds with D rating and non-rated bonds. In case of a split rating involving three rating agencies, the second best will prevail.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 8,20 3 anos: 0,89 5 anos: 2,03 Início: 4,99 2024: 1,50 2023: 11,42 2022: -10,36 2021: 3,30 2020: 2,18
Rentabilidade anual: Categoria 1 ano: 9,22 3 anos: 0,25 5 anos: 1,63 Início: - 2024: 1,09 2023: 10,30 2022: -10,30 2021: 2,68 2020: 1,15
Rentabilidade anual: Percentil 1 ano: 59,00 3 anos: 30,00 5 anos: 26,00 Início:- 2024: 26,00 2023: 35,00 2022: 46,00 2021: 26,00 2020: 31,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 7,44 3 Rácio de Sharpe: 0,04 5 Correlação: 98,46 Beta: 0,96 Alfa: 0,06 Tracking error: 1,30 Rácio de informação: 0,05
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2024-04-18
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2024-04-18