DWS Invest Euro High Yield Corporates RCRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.3 | -2.8 | -5.0 | 9.2 | 0.1 | |
+/-Cat | 1.5 | 0.9 | 0.3 | 1.5 | 0.5 | |
+/-B’mrk | 0.1 | 0.3 | 0.8 | -0.6 | 0.3 | |
Category: EUR High Yield Bond | ||||||
Category Benchmark: Morningstar EZN HY Bd GR EUR |
Key Stats | ||
NAV 28/03/2024 | EUR 126.36 | |
Day Change | -0.16% | |
Morningstar Category™ | EUR High Yield Bond | |
ISIN | LU1506496410 | |
Fund Size (Mil) 28/03/2024 | EUR 2758.41 | |
Share Class Size (Mil) 28/03/2024 | EUR 747.26 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.45% |
Morningstar Research |
Analyst Report | 16/10/2023 Thomas De Fauw, Analyst Morningstar, Inc |
DWS Euro High Yield Corporates’ experienced manager, solid bottom-up investment process, and strong long-term track record earn it a Morningstar Analyst Rating of Silver for its cheaper share classes; pricier shares are rated Bronze or... | |
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 Euro High Yield Corporates RC |
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”). While the sub-fund does not have as its objective a sustainable investment, it will invest a minimum proportion of its assets in sustainable investments as defined by article 2 (17) SFDR. The objective of the investment policy of the fund is to generate an above-average return for the sub-fund. At least 70% of the sub-fund’s assets are invested globally in corporate bonds that offer a non-investment grade status at the time of acquisition. Non-investment grade encompasses BB+ and below rated bonds, including bonds with D rating and non-rated bonds. In case of a split rating involving three rating agencies, the second best will prevail. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Per Wehrmann 30/07/2012 | ||
Nicole Wichmann 30/07/2012 | ||
Inception Date 31/10/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA BB-B EUR HY NF FxFl Rt TR EUR | Morningstar EZN HY Bd GR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for DWS Invest Euro High Yield Corporates RC | 31/01/2024 |
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