Fund overview DWS Concept DJE Responsible Invest FD (EUR)
- ISIN
- NAV
- EUR 138.80
- Current year
- 4.05 %
- Date
- 07-03-2025
About this fund
Fund Facts
Fees
Risk Class (SRI 1-7)
Ratings & Awards
The tax treatment depends on the personal circumstances of the respective customer and may be subject to change in the future. Additional explanations of terms can be found in our glossary. Information on advertised ESG features can be found here. Awards and years of experience do not guarantee investment success. You can find references to the awards here.
Fund Manager
Performance in % since inception
Price since inception
Rolling Performance over 10 Years in %
Performance in %
Opportunities & Risks
Top Ten Holdings in % of Fund Volume
Currency Exposure (% NAV)
Country allocation total portfolio (% NAV)
Top 10 Sectors in % of Fund Volume
Asset Allocation in % of Fund Volume
Investment Approach
Opportunities
- Benefit from the long-term investment trend of sustainability.
- Participation in the growth opportunities of the equity and bond markets; no fixation on one region or country.
- Ongoing adjustment of the portfolio to the expected market conditions for strategic risk diversification.
- Experienced fund manager with an approach based on fundamental, monetary and market analysis (FMM), supplemented by ESG filters.
Risks
- Responsible companies do not necessarily outperform the market as a whole.
- Share prices can fluctuate strongly due to market, currency and individual value factors.
- Bonds are subject to price risks in the event of rising interest rates.
- Bonds are also subject to country risks and the creditworthiness and liquidity risks of their issuers.
- Currency risks due to a high foreign share in the portfolio.
The Fund is Suitable for Investors
- who want to align their investments in equities and bonds with ESG criteria
- with a medium to long-term investment horizon
- who value flexibility in portfolio design
The Fund is not Suitable for Investors
- who do not accept increased fluctuations in value
- with a short-term investment horizon
- who are looking for a secure return
Monthly Commentary
Factsheets
The documents required by supervisory and regulatory authorities for this fund are available on the website of the investment company under the following link: DWS Concept DJE Responsible Invest FD | DWS.
Legal Information
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