DWS Invest Top Dividend FCRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -3.7 | 15.3 | 6.4 | -0.3 | 4.4 | |
+/-Cat | -5.6 | -3.0 | 7.1 | -7.5 | -1.8 | |
+/-B’mrk | - | -5.1 | -0.5 | -5.0 | -2.8 | |
Category: Global Equity Income | ||||||
Category Benchmark: Morningstar Gbl High Div Yl... |
Key Stats | ||
NAV 19/04/2024 | EUR 294.06 | |
Day Change | 0.23% | |
Morningstar Category™ | Global Equity Income | |
ISIN | LU0507266228 | |
Fund Size (Mil) 19/04/2024 | EUR 2129.15 | |
Share Class Size (Mil) 19/04/2024 | EUR 122.08 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 0.82% |
Morningstar Research |
Analyst Report | 12/12/2023 Jeffrey Schumacher, Director Morningstar, Inc |
A complementary team led by dividend veteran Thomas Schussler, a time-tested investment philosophy, and excellent downside resilience underpin DWS Invest Top Dividend’s Morningstar Analyst Rating of Silver for its cheapest share classes, while... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: DWS Invest Top Dividend FC |
This sub-fund promotes environmental and social characteristics and reports as product in accordance with article 8(1) of Regulation (EU) 2019/2088 on sustainability related disclosures in the financial services sector (“SFDR”). The objective of the investment policy of the fund is to achieve an above average return. The sub-fund is actively managed and is not managed in reference to a benchmark. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Thomas Schüssler 01/07/2010 | ||
Stephan Werner 01/07/2010 | ||
Click here to see others | ||
Inception Date 01/07/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar Gbl High Div Yld NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for DWS Invest Top Dividend FC | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Shell PLC | Energy | 2.81 |
Merck & Co Inc | Healthcare | 2.70 |
TotalEnergies SE | Energy | 2.55 |
Johnson & Johnson | Healthcare | 2.33 |
Stellantis NV | Consumer Cyclical | 2.22 |
Increase Decrease New since last portfolio | ||
DWS Invest Top Dividend FC |