Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

DWS Invest ESG Global Corporate Bonds ID

Ranked 6 out of 17 in - Global Corporates over 36 months
All calculations are in EUR unless stated

Managed by

Rainer Haerle

Objective

The objective of the investment policy is to achieve sustained capital appreciation that exceeds the benchmark (Barclays Global Aggregate Corporate TR (EUR hedged)). In order to achieve this, the fund mainly invests globally in eurodenominated corporate bonds which possess an investment grade rating at the time of acquisition. Corporate bonds which do not fulfill these conditions may be included. The selection of individual investments is at the discretion of the fund management.

Showing fund performance in Portugal View performance globally

Performance

Global Corporates over : 30/09/2015 - 30/09/2018
  • Rank 6/17 Total Return
  • Rank 12/17 Standard Deviation
  • Rank 8/17 Max Drawdown
Fund Name Currency Return
4 Rubrics Global Credit UCITS E EUR EUR

7.3%

5 Morgan Stanley Global Credit Fund Z EUR EUR

6.7%

6 DWS Invest ESG Global Corporate Bonds ID EUR

6.7%

7 DWS Invest Multi Credit FCH

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3%

8 NB - Corporate Euro EUR

6.2%

Fund Name Currency Risk
10 JPM Financials Bond D Acc EUR EUR

3.2

11 Schroder ISF Global Corporate Bond EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

12 DWS Invest ESG Global Corporate Bonds ID EUR

3.3

13 Amundi Fds Bond Global Corporate - SHE-MD (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

14 M&G Global Corporate Bond EUR A-H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0

Fund Name Currency Loss
6 Schroder ISF Global Corporate Bond EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

7 PIMCO GIS Global Invt Grade Credit E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

8 DWS Invest ESG Global Corporate Bonds ID EUR

-3.8%

9 DWS Invest Multi Credit FCH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

10 JPM Global Corporate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.8% 0.6%
2017 4.7% 1.0% 2.0% 0.8% 0.8%
2016 5.3% 3.3% 2.9% 2.0% -2.8%
2015 -3.4% -0.1% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/03/2015
  • Share Class size71Mn
  • Base currencyEUR
  • ISIN LU1054336893

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

Related News

Deutsche AM overhauls two rated managers' funds in ESG push

Two more changes helps double ESG-focused bond range at German group.

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