DWS Invest CROCI World ESG LD

Ranked 87 out of 100 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Objective

The objective of the investment policy is to achieve long term capital appreciation. In order to achieve this, the fund invests in large cap developed market global equities according to the CROCI methodology and the CROCI World ESG investment strategy which selects the 75 shares with the lowest positive CROCI Economic Price Earnings Ratio (CROCI Economic P/E) from a universe comprising at least 450 of the largest developed market global equities by market capitalisation and for which CROCI Economic P/Es are calculated.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -11.5% -5.3% 4.4% 5.3% -15.0%
2017 12.1% 6.7% -0.8% 2.0% 3.8%
2016 23.5% 2.2% 4.0% 9.8% 5.8%
2015 -2.8% 5.3% -5.2% -8.9% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Luxembourg
  6. Norway
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date30/08/2018
  • Share Class size05Mn
  • Base currencyUnits
  • ISIN LU1769941425

Purchase Info

  • Min. initial investment1

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).