Stratégie du fonds géré par DWS INVESTMENT S.A. |
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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. The objective of the investment policy of the fund is to achieve an above average appreciation of capital in Euros. The sub-fund may acquire equities, stock certificates, participation and dividend right certificates, convertible bonds and equity warrants issued by foreign and domestic companies that are primarily active in business areas suited to restricting or reducing climate change and its effects or help to adapt to it, specifically companies offering products, services and solutions helping to lower emissions by generating clean energy, transmit energy efficiently or increase energy efficiency, but also companies that are active in climate change impact management across areas like health, water, agriculture or disaster prevention/ recovery
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Performances du fonds : DWS Invest ESG Climate Tech LD |
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Performances Historiques Glissantes au 27-05-2022 |
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Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
Fonds |
-10.94% |
-0.18% |
+1.98% |
-11.64% |
+0.62% |
+67.3% |
+69.7% |
Catégorie |
-13.44%
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-2.33%
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-2.79%
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-12.16%
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-0.12%
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42.89%
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-
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Indice |
-7.21%
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-1.72%
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-0.67%
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-4.64%
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9.07%
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46.45%
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-
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Exposition par type d'actif au 28-02-2022 |
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Long |
Court |
Nets |
Actions
| 93.64% |
0% |
93.64% | Liquidités
| 6.47% |
0.12% |
6.35% | |
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Autres fonds de la catégorie: Actions Secteur Ecologie |
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Notation Morningstar |
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PEA
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NON
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PEA PME
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NON
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Date de création
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01-10-2018 |
Devise
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EUR |
Structure Juridique
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SICAV
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Catégorie Morningstar
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Actions Secteur Ecologie
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Actifs nets de la part
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327 M EUR au 31-03-2022
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Fréquence des VL
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Quotidienne
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Dépositaire et conservateur |
State Street Bank International GmbH, Lu |
Commisaire aux comptes |
KPMG Luxembourg, Société coopérative |
Boîte de style Morningstar
Ecart-type 3 ans |
19.23%
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Ratio de Sharpe 3 ans |
1.14 |
Performance moyenne 3 ans |
67.3% |
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