DWS Invest Artificial Intelligence XC

ISIN: LU1863263932

Categoria Morningstar: Sector Equity Technology

Empresa: DWS

The objective of the investment policy of the fund is to achieve long term capital appreciation by investing primarily in the global equity markets of companies whose business will benefit from / or is currently related to the evolution of artificial intelligence. The sub-fund is actively managed and is not managed in reference to a benchmark. At least 70% of the sub-fund’s assets are invested in equities of all market capitalizations, stock certificates, participation and dividend right certificates, convertible bonds and equity warrants issued by foreign and domestic companies. The securities issued by these companies may be listed on Chinese (including the ShenzhenHong Kong and Shanghai-Hong Kong Stock Connect) or other foreign securities exchanges or traded on other regulated markets in a member country of the Organisation for Economic Co-operation and Development (OECD) that operate regularly and are recognized and open to the public.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 34,26 3 anos: 9,62 5 anos: 18,63 Início: 16,45 2024: 23,69 2023: 44,51 2022: -32,85 2021: 21,77 2020: 40,40
Rentabilidade anual: Categoria 1 ano: 21,13 3 anos: 0,55 5 anos: 17,35 Início: - 2024: 10,81 2023: 39,30 2022: -36,21 2021: 13,92 2020: 48,28
Rentabilidade anual: Percentil 1 ano: 30,00 3 anos: 37,00 5 anos: 42,00 Início:- 2024: 25,00 2023: 31,00 2022: 58,00 2021: 55,00 2020: 30,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: - 3 Rácio de Sharpe: - 5 Correlação: 92,08 Beta: 0,82 Alfa: -6,74 Tracking error: 9,48 Rácio de informação: -0,95
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2024-06-17
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2024-06-17