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DWS Invest CROCI Euro LC

Ranked 29 out of 58 in - Eurozone 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 Eurozone equities according to the CROCI methodology and the CROCI Euro investment strategy which selects the thirty shares with the lowest positive CROCI Economic Price Earnings Ratio (CROCI Economic P/E) from a universe comprising approximately 100 of the largest Eurozone equities by market capitalisation and for which CROCI Economic P/Es are calculated. Companies in the Financial and Real Estate sectors are not eligible for selection.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/01/2018 - 31/01/2019
  • Rank 29/58 Total Return
  • Rank 44/58 Standard Deviation
  • Rank 40/58 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -15.2% -4.3% 4.4% -1.8% -13.6%
2017 23.7% 7.9% 6.0% 4.9% 3.0%
2016 26.7% 3.4% 7.4% 10.9% 3.0%
2015 7.0% 9.4% -6.6% -5.6% 10.9%
2014 1.1% 3.1% 1.1% -4.0% 1.0%
2013 24.8% 10.4% 2.3% 5.7% 4.6%
2012 13.5% 8.5% -5.8% 3.8% 7.0%
2011 -13.3% 4.8% 2.2% -23.5% 5.8%
2010 -0.8% 1.8% -16.1% 9.3% 6.3%
2009 17.8% -15.1% 8.9% 26.0% 1.0%
2008 -22.6% -8.6% -4.2% -14.4% 3.2%
2007 25.0% 5.6% 10.7% 2.0% 4.8%
2006 17.2% 13.3% -5.0% 1.8% 6.9%
2005 19.3% 4.4% 2.3% 6.0% 5.4%
2004 2.8% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/08/2018
  • Share Class size88Mn
  • Base currencyEUR
  • ISIN LU1769938041

Purchase Info

  • Min. initial investment0

Charges

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