Focused on the future
At more than 60 years old, the DWS ESG Akkumula is a true classic. A fund that has been successful on the market for so long must have special qualities. Because even a classic should move with the times, DWS's criteria for social, ecological and corporate action are taken into account regardless of financial and economic success.
What makes a true classic?
* The investment policy is defined, among other things, by ecological and social aspects, as well as the principles of good corporate governance.
** Past performance is not a reliable indicator of future performance.
* The investment policy is defined, among other things, by ecological and social aspects, as well as the principles of good corporate governance.
The world at a glance
The globally investing DWS ESG Akkumula follows a flexible investment policy that is not rigidly tied to specific index, country or sector guidelines. Its long-term investment horizon is reflected in the fact that the majority of the securities in the fund are held for a long time. The fund managements aim is to anticipate trends and create a good mix of growth stocks and value stocks. Although the composition has adapted to economic and technological progress over the years, the key question when selecting stocks is still the future viability of the business model.
Proven yet but even forward-looking
The ‘Akkumula formula’[1] for company analysis. In particular, companies from the technology and healthcare sectors are currently being added to the portfolio based on this formula.
* Management compensation should be aligned with value-enhancing company goals that are based on a meaningful benchmark and in line with industry standards regarding size, location and number of employees.
Over 60 years of DWS ESG Akkumula - an overview
Sustainable Investments - ESG criteria complement the classic investment objectives
Sustainability criteria can complement the investment objectives of return, risk and liquidity, with environmental, social and governance-related aspects. The three sustainability criteria provide orientation. They can be understood as a guidance to sustainable investing.
* The following is merely an example and not an exhaustive list.
Fund details of DWS ESG Akkumula LD
|
Shareclass |
LD |
|
Currency |
EUR |
|
ISIN |
DE000DWS2D66 |
|
VALOR |
30963867 |
|
Front-end Load |
5.00% |
|
All-in fee |
1.450% |
|
Current Costs (Status: 30.09.2024) |
1.450% |
|
Distribution policy |
Distribution |
Supplementary information on the investment policy
The investment policy is defined, among other things, by environmental and social aspects, as well as the principles of good corporate governance. The fund management applies DWS‘s own ESG filter „DWS ESG Investment Standard“ when selecting assets. At least 75% of the fund’s assets are invested in assets covered by the DWS ESG Investment Standard.
Share of sustainable investments according to SFDR
If a company has a positive contribution to at least one of the United Nations SDGs through its economic activity and does not violate any other goal, as well as adheres to principles of good governance, it is considered a sustainable investment.
| Minimum share of sustainable investments[2] | 15% |
Risks[3]
- Market-, sector- and company-specific price volatility.
- Possible exchange-rate risk.
- Because of its composition or the techniques used by its managers, the fund is subject to heightened volatility. Consequently, unit prices may fluctuate sharply in either direction within short periods of time.
- The value of the fund‘s shares may fall below the price at which the client originally bought them.
