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 2025 2024 2023 2022 2021
Rentabilidade anual: Fundo 1 ano: 7,13 3 anos: 2,58 5 anos: 2,46 Início: 5,18 2025: -0,11 2024: 7,82 2023: 11,42 2022: -10,36 2021: 3,30
Rentabilidade anual: Categoria 1 ano: 7,41 3 anos: 2,06 5 anos: 1,97 Início: - 2025: -0,07 2024: 7,20 2023: 10,30 2022: -10,30 2021: 2,68
Rentabilidade anual: Percentil 1 ano: 38,00 3 anos: 34,00 5 anos: 33,00 Início:- 2025: 38,00 2024: 38,00 2023: 35,00 2022: 46,00 2021: 26,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 7,44 3 Rácio de Sharpe: 0,07 5 Correlação: 98,35 Beta: 0,96 Alfa: -0,28 Tracking error: 1,35 Rácio de informação: -0,23
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2025-01-21
Fonte: Morningstar. Dados em euros. Categoria: EUR High Yield Bond. Data: 2025-01-21