Valor liquidativo | 12 meses | 3 años |
---|---|---|
165,55 EUR
|
9,20% | 4,51% |
Valor liquidativo 165,55 EUR
12 meses 9,20%
Divisa | EUR |
---|---|
Tipo | Renta variable |
Área geográfica | Zona Euro, EE.UU., Reino Unido |
Fecha de creación | 02/11/2018 |
Distribución o acumulación | Acumulación |
This sub-fund has sustainable investment as its objective and qualifies as product in accordance with article 9 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 a positive mid- to long-term investment performance by investing in companies that the sub-fund management considers to be in a position to profit from present or future geopolitical, social and economic trends and themes which help to achieve the sustainable development goals of the UN as part of the Agenda 2030. The sub-fund is actively managed and is not managed in reference to a benchmark.
Fuente: TechRules.
Rendimiento(1) | Volatilidad(2) | |
---|---|---|
2019 | 30,68% | 8,80% |
2020 | 16,57% | 25,40% |
2021 | 16,64% | 12,86% |
2022 | -13,46% | 15,11% |
2023 | 7,49% | 11,88% |
2024 | 5,40% | 8,40% |
Fuente: TechRules.
(1) El valor acumula desde el 31 de Diciembre una rentabilidad superior al Morningstar Developed Markets NR USD. La tendencia del rendimiento relativo de DWS Invest SDG Global Equities LC vs índice Morningstar Developed Markets NR USD es alcista.(2) La volatilidad actual de DWS Invest SDG Global Equities LC es 11.37 %. La volatilidad de DWS Invest SDG Global Equities LC es menor a la de Morningstar Developed Markets NR USD. La volatilidad está creciendo este mes. Por tanto, ahora, este es un activo de riesgo medio.
Semanal | 1 mes | 3 meses | 1 año | 3 años | 5 años | Año actual |
---|---|---|---|---|---|---|
0,21% | -2,04% | 4,28% | 9,20% | 4,51% | 45,13% | 5,40% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
17,41 EUR
|
17,60% | 18,14% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
105,07 EUR
|
6,72% | -5,11% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
39,9 EUR
|
9,28% | 19,40% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
502,61 EUR
|
2,89% | -1,50% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
386,66 EUR
|
39,60% | 15,60% |
Valor liquidativo | 12 meses | 3 años |
---|---|---|
103,12 EUR
|
7,36% | 1,62% |