DWS Invest ESG Euro Bonds (Short) LCRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 31.03.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | 7,3 | -5,1 | 0,2 | 11,8 | 4,5 | |
+/- Kat | 0,9 | -0,4 | 0,2 | 0,6 | -0,5 | |
+/- Idx | 0,9 | -0,3 | 0,5 | 1,1 | 0,0 | |
Kategori: Rente, EUR Diversifiserte obligasjoner - korte | ||||||
Referanseindekser: Morningstar EZN 1-3Y Core B... |
Statistikk | ||
NAV 19.04.2024 | EUR 146,21 | |
Endring 1 dag | -0,16% | |
Morningstar Kategori™ | Rente, EUR Diversifiserte obligasjoner - korte | |
ISIN | LU0145655824 | |
Fondets størrelse(m) 19.04.2024 | EUR 728,64 | |
Andelskl. kapital(m) 19.04.2024 | EUR 139,72 | |
Maks kjøpsavg | 3,00% | |
Løpende kostnader 12.02.2024 | 0,50% |
Morningstar Research |
Analyst Report | 07.08.2023 Jeana Marie Doubell, Analyst Morningstar, Inc |
DWS Invest ESG Euro Bonds (Short) is led by experienced managers and a consistent and flexible investment approach. The Morningstar Analyst Rating for the strategy’s TFC and FC share classes is maintained at Silver. More expensive share classes... | |
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Morningstars pillarer | |
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Personer | 24 |
Forvaltningsselskap | 23 |
Prosess | 24 |
Resultater | |
Kostnader |
Investeringsprofil: DWS Invest ESG Euro Bonds (Short) LC |
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. The sub-fund may acquire interest-bearing securities, convertible bonds and warrant-linked bonds, participation and dividend-right certificates, equities and equity warrants. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Daniel Kittler 31.05.2019 | ||
Carsten Weins 31.05.2019 | ||
Startdato 03.06.2002 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
Markit iBoxx EUR Overall 1-3 TR | Morningstar EZN 1-3Y Core Bd GR EUR |
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Porteføljeprofil DWS Invest ESG Euro Bonds (Short) LC | 29.02.2024 |
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