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DWS Invest Corporate Hybrid Bonds LC

Ranked 10 out of 20 in - Convertibles Global over 12 months
All calculations are in EUR unless stated

Objective

The fund invests globally in interest-bearing securities, in convertible bonds, in warrant linked bonds whose underlying warrants relate to securities, in participation and dividend-right certificates, in derivatives as well as in money market instruments and liquid assets. At least 50% of the funds assets shall be invested globally in hybrid bonds issued by corporate issuers

Showing fund performance in Portugal View performance globally

Performance

Convertibles Global over : 30/09/2017 - 30/09/2018
  • Rank 10/20 Total Return
  • Rank 16/20 Standard Deviation
  • Rank 17/20 Max Drawdown
Fund Name Currency Return
8 DWS Invest Convertibles FC EUR

0.4%

9 Schroder ISF Global Conv Bond EUR Hdg B Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

10 DWS Invest Corporate Hybrid Bonds LC EUR

-0.3%

11 Fidelity Funds - Global Hybrids Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

12 Candriam Bonds Convertible Defensive N Cap EUR

-0.8%

Fund Name Currency Risk
14 DWS Invest Convertibles FC EUR

4.2

15 AXA WF Framlington Global Convertibles E C EUR pf EUR

4.3

16 DWS Invest Corporate Hybrid Bonds LC EUR

4.3

17 UBAM Global Convertible Bond AC EUR EUR

4.7

18 Lazard Convertible Global AC H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

Fund Name Currency Loss
15 Morgan Stanley Global Convertible Bond Fund CH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

16 M&G Global Convertibles EUR A-H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

17 DWS Invest Corporate Hybrid Bonds LC EUR

-4.4%

18 Amundi Fds Convertible Global - AE (C) EUR

-4.5%

19 Fidelity Funds - Global Hybrids Bond Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -2.3% 1.7%
2017 8.7% 2.4% 2.5% 1.6% 1.8%
2016 8.5% 0.8% 3.2% 4.5% -0.1%
2015 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Luxembourg
  5. Portugal
  6. Spain
  7. Switzerland

Fund Info

  • Launch date06/07/2015
  • Share Class size58Mn
  • Base currencyEUR
  • ISIN LU1245923484

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.90%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).