Equity-like returns with controlled risk
Stocks not only offer opportunities, but also involve risks. Investors would like to take advantage of the advantages without having to accept all the disadvantages. An exercise that is on the training plan of the DWS Invest ESG Dynamic Opportunities - a fund for investors who want to invest flexibly and risk-controlled in different asset classes.
How does DWS ESG Dynamic Opportunities do this?
Different training sessions keep the fund fit.
Risk and return in balance
Flexibility can bring opportunities and risks into harmony. With a balanced approach, it is not just the performance alone that matters, but also the range of fluctuations. While the DWS ESG Dynamic Opportunities was able to achieve a performance similar to that of the global stock index MSCI World, the share value fluctuated significantly less.
Performance and range of fluctuations (volatility) in comparison
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.
Fund details of DWS Invest ESG Dynamic Opportunities LC
|
Shareclass |
LC |
|
Currency |
EUR |
|
ISIN |
LU1868537090 |
|
Front-end Load |
up to 4.0% |
|
All-in fee |
1.300% p.a. |
|
Current costs (Status: 31.12.2022) |
1.550% |
|
Earnings |
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 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[1] | 15%[2] |
Risks[3]
-
At any time, the price of the shares can fall below the price at which the investor acquired them (up to the risk of total loss).
-
Market, industry and company-specific price fluctuations on the equity markets.
-
Interest rate, price and currency fluctuations in the bond markets. A creditworthiness risk exists with regard to the issuers of bonds. In general terms, this is the risk of over-indebtedness or insolvency, i.e. the potential temporary or permanent inability to fulfill interest and/or repayment obligations on schedule. This can have a negative impact on the fund's performance.
-
Asset-backed securities may be less liquid than corporate debt; in addition, there is the risk of early repayment, which can lead to fluctuations in the unit price.
-
The use of derivatives involves counterparty risks, i.e. the creditworthiness risk of the counterparties (see the above risk notice on creditworthiness risk). Derivatives are subject neither to statutory nor voluntary deposit insurance.
-
The fund has the option of achieving leverage through the use of derivatives. The use of leverage can result in the increase in potential losses.
-
The fund can invest in assets with different currencies. This gives rise to exchange rate risks, which may be hedged.
