DWS Invest CROCI Sectors Plus FCH (P)Register to Unlock Ratings |
Performance History | 31/03/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 23.3 | 2.7 | 13.2 | -8.2 | 9.4 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 17/04/2025 | EUR 181.92 | |
Day Change | 0.72% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1701862812 | |
Fund Size (Mil) 17/04/2025 | EUR 425.84 | |
Share Class Size (Mil) 17/04/2025 | EUR 15.69 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2025 | 0.90% |
Investment Objective: DWS Invest CROCI Sectors Plus FCH (P) |
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 long term capital appreciation by investing predominantly in large cap global equities which are considered undervalued according to the CROCI methodology and the CROCI Sectors Plus investment strategy. The investment strategy is designed to select shares with the lowest CROCI Economic Price Earnings Ratio (“CROCI Economic P/E”) from the three sectors with the lowest median CROCI Economic P/Es. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Adam Freeman 01/07/2023 | ||
Roopal-A Pareek 01/07/2023 | ||
Inception Date 24/05/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for DWS Invest CROCI Sectors Plus FCH (P) | 28/02/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.67 |
![]() | ![]() | 3.67 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.59 |
![]() | ![]() | 3.58 |
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DWS Invest CROCI Sectors Plus FCH (P) |