DWS Invest SDG Global Equities

Going one step further

Who does not set off will never arrive at his destination

With just a few small actions, everyone can contribute to making the world a little more sustainable. Traveling short distances by bike instead of driving, avoiding paper cups or using energy saving light bulbs. Many people take part as a matter of course and change the world for the better and thereby unconsciously contribute to the United Nations‘ Sustainable Development Goals.

All countries are called to act

The United Nations‘ 17 Sustainable Development Goals (SDGs) are defined in the Agenda 2030. They have been signed by 197 nations and are intended to ensure sustainable development worldwide on an economic, social and ecological level.

The basic idea:
Fighting poverty and other deprivations, health and education must be improved, inequality reduced and economic growth boosted - while at the same time fighting climate change as well as strategies for the preservation of our oceans and forests. To achieve the goals, every step counts.

To achieve these goals, the UN estimated that up to US$4.5 trillion per year will be needed to invest from 2015 - 2030.[1]

From the basic idea to specific implementation

Companies can also contribute to the Sustainable Development Goals with their sales. Although it is not possible to invest directly in the SDGs, it is possible to invest in companies whose sales contribute more or less to the UN goals. The importance of individual goals and what investment objectives can be derived from them - two examples are given below:

SDG 3 - Health and well-being

Ensure healthy lives for all people of all ages and promote their well-being.

Here's what's behind it

Investment opportunities

Every day, 14,000 young children die - many of them from infectious diseases that could be cured with little or avoided with proper prevention.[2]

One of the goals of the agenda is therefore: to give people access to good medical care and life-saving medicines

Unternehmen, des Gesundheitssektors, die Medikamente gegen Krebs oder Atemwegserkrankungen entwickeln, beispielsweise Asthma oder Unternehmen, die Impfstoffe entwickeln.

SDG 4 - Quality education

Ensure equitable and inclusive access to quality education and promote lifelong learning opportunities.
Here's what's behind it Investment opportunities

All people should receive inclusive, equitable and quality education. So far, there are still major deficits, also in Germany: 12 % of working people cannot read and write properly.

Measures that promise to help? For example, learning and counselling services.

 Media or publishing companies that publish textbooks and materials for university students, or assessments and qualification tests for schools, higher education institutions.

" In addition to the business success of the companies, the contribution to the SDGs is clearly in our focus. The transformation can only succeed if everyone sets out on the path. The size of the step is not important – every step counts.

Paul Buchwitz - Fund manager of "DWS Concept ESG Blue Economy"

Get going, step by step and keep at it

DWS Invest SDG Global Equities is a globally investing equity fund that takes into account DWS' own ESG investment standards[3]. The fund management goes one step further and takes the SDGs of the United Nations as the basis for investment decisions in addition to company-specific data. At least 50% of the fund's assets must contribute to one or more of the United Nations' sustainability goals (SDG's).[4] Moreover, sustainability does not automatically mean a sacrifice of returns. Sustainable shares develop similarly to standard stocks.

 

 

DWS Invest SDG Global Equities

 
50%

SDG-relevant turnover

More than every second euro invested is invested in accordance with SDGs

 

MSCI AC World

 
19%

SDG-relevant turnover

More than every sixth euro invested is invested in accordance with SDGs

 

Due to the calculation method of the index provider MSCI, about 14 of the 17 sustainability targets are currently investable. The distribution of the portfolio between standard shares and small caps means that the business models and turnover shares of large companies do not always contribute one hundred percent to the sustainability goals.

Comparison of MSCI World and MSCI World ESG Leaders performance

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.

Environmental

Carbon footprint (CO2 emissions), Conservation of natural resources, Environmental protection

Social

Human rights, Labour standards, Consumer protection

Governance

Business ethics, Incentive structures, Competitive behaviour

DWS Invest SDG Global Equities LC

DWS Invest SDG Global Equities LC

Equity Funds/Growth-oriented

ISIN: LU1891311356

Currency: EUR

Management Fee: 1.5000%

Morningstar Rating from Feb 29, 2024

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Fund details of DWS Invest SDG Global Equities LC

Shareclass

LC

Currency

EUR

ISIN

LU1891311356

Front-end load[5]

5,0%

Management Fee

1,500%

Current costs (As of: 31/12/2022)

1,560%

Distribution policy

Accumulation

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 80% 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[6] 50%[7]
  • minimum ecologically sustainable[8]
 10%[7]
  • minimum socially sustainable[9]
 10%[7]

Risiken[10]

  • Market, sector and company-related price losses
  • Exchange rate fluctuations, if applicable
  • Dividend reductions, if applicable
  • Unit value may fall below the purchase price at which the client acquired the unit. acquired the unit.
  • Due to its composition / the techniques used by the fund management, the fund has a significantly increased volatility, i.e. the unit prices may be subject to considerable downward or upward fluctuations even within short periods of time.

1. Source: UNSDG | 2030 Agenda - Financing and Funding: https://unsdg.un.org/2030-agenda/financing.

2. Source: https://www.bundesregierung.de/breg-de/themen/nachhaltigkeitspolitik/gesundheit-und-wohlergehen-1509824.

3. The investment universe is defined, among other things, by ecological and social aspects, as well as the principles of good corporate governance.

4. The assessment basis here is the sales contributions to the SDGs of the companies in the portfolio.

5. Based on the gross investment amount: 5.00% based on the gross investment amount corresponds to approx. 5.26% based on the net investment amount.

6. The proportion of sustainable investments as defined in Article 2(17) SFDR in the portfolio is calculated in proportion to the economic activities of the issuers that qualify as sustainable.

7. These are minimum shares that do not necessarily add up to the total share.

8. “Ecologically sustainable investment” in line with Art. 2(17) SFDR means an investment in an economic activity that contributes to an environmental objective.

9. “Socially sustainable investment” in line with Art. 2(17) SFDR means an investment in an economic activity that contributes to a social objective.

10. Details are contained in the prospectus.

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