DWS Invest Euro High Yield Corporates LD

ISIN: LU0616839766

Categoria Morningstar: EUR High Yield Bond

Empresa: 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 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 2023 2022 2021 2020 2019
Rentabilidade anual: Fundo 1 ano: 8,30 3 anos: 0,73 5 anos: 1,00 Início: 4,00 2023: 7,27 2022: -10,77 2021: 2,83 2020: 1,72 2019: 9,77
Rentabilidade anual: Categoria 1 ano: 7,13 3 anos: 0,31 5 anos: 0,86 Início: - 2023: 5,67 2022: -10,30 2021: 2,68 2020: 1,15 2019: 8,76
Rentabilidade anual: Percentil 1 ano: 26,00 3 anos: 37,00 5 anos: 39,00 Início:- 2023: 12,00 2022: 52,00 2021: 42,00 2020: 40,00 2019: 41,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 7,61 3 Rácio de Sharpe: 0,09 5 Correlação: 99,08 Beta: 1,02 Alfa: -0,06 Tracking error: 1,02 Rácio de informação: -0,06
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2023-09-20
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2023-09-20