DWS Invest ESG Equity Income specifically selects reliable dividend payers with forward-looking business models on the global equity markets. The securities are filtered out based on various quality criteria, first of all an above-average dividend yield.
ESG criteria can complement the investment objectives of return, risk and liquidity, with environmental, social and governance-related aspects. The three ESG criteria provide orientation. They can be understood as a guidance to sustainable investing.
Shareclass |
LD |
Currency |
EUR |
ISIN |
LU1616932940 |
Front-end Load[5] |
5,00% |
Management Fee |
1,500% |
Current costs (Status: 31.12.2024) |
1,580% |
Earnings |
Distribution |
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.
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] | 15%[7] |
|
2%[7] |
|
2%[7] |
1. Distributions are not guaranteed. The amount of distributions may change or be cancelled completely.
2. Risk-adjusted excess returns versus the Morningstar ‘Global Equity Income’ peer group and the broad market (MSCI World (RI) Index) over a complete economic and/or market cycle. Past performance is no guarantee of future results.
3. Lower volatility than the broad market (MSCI World (RI) Index) over a complete economic and/or market cycle. As of 31 December 2024; Source: DWS International GmbH, Refinitiv Datastream, performance indices with monthly data, currency: euro. Forecasts are based on assumptions, estimates, views and hypothetical models or analyses that may prove to be inaccurate or incorrect. There can be no assurance that the objectives of the investment policy will be achieved.
4. Distribution yield based on the average redemption price of the respective completed financial year (01.01. - 31.12.).
5. In relation to the gross investment amount: 5.00% in relation to the gross investment amount corresponds to approx. 5.26% in relation to 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. The sales prospectus contains detailed risk information.