DWS ISIN LU1891310895

DWS Invest SDG Global Equities

DWS Invest SDG Global Equities is an active equity fund from DWS, ISIN LU1891310895.

  • Active
  • Equity
  • Global
  • Fund size (GBP) £1.3B

The objective of the investment policy is to achieve an above average appreciation of capital. In order to achieve this, the fund mainly invests in securities from issuers that the sub-fund management considers to be in a position to profit from present or future geopolitical, social and economic trends and themes. When selecting suitable investments, environmental and social aspects and the principles of good corporate governance (ESG criteria) are taken into consideration. At least 80% of the sub-fund’s net assets are invested in assets that comply with the promoted environmental and social characteristics that contribute to one or several of the UN SDGs.

How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+10.3% Q3
1 year return
+36.8% Q3
3 year return
+33.7% Q3
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month −0.4%
  • 3 months −4.8%
  • Volatility, 3 years 11.9%
  • Ongoing charge (OCF)
  • Fund size (GBP) £1.3B

What the fund holds

Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 7 Oct 2026. Swipe or use the arrows for more panels.

By sector

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 7 Oct 2026.
Equities93.8%
Property Shares3.6%
Money Market2.7%

By country

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 7 Oct 2026.
USA52.3%
Germany9.0%
Ireland7.1%
See all countriesA free account shows the full list.

By asset class

Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 7 Oct 2026.
US Equities52.3%
German Equities9.0%
Irish Equities7.1%
See all asset classesA free account shows the full list.

Largest holdings

The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 7 Oct 2026.
  1. 1. NVIDIA CORPORATION4.2%
  2. 2. SIEMENS ENERGY AG4.1%
  3. 3. VENTAS INC3.6%
  4. 4. MEDTRONIC INC3.2%
  5. 5. ASTRAZENECA PLC3.0%
See all holdingsA free account shows the full list.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years11.9%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.76
Scale −1 to 3
Largest fall from a peak (maximum drawdown), 3 years
−14.8%

Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.

Sharpe, alpha, beta: FE fundinfo, as at 7 Jul 2026.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
LU1891310895
Fund manager
Buchwitz, Bachmann
Management company
DWS Investment S.A
Depositary
State Street Bank International GmbH, Luxembourg Branch
Ongoing charge
Share class launch date
2 Nov 2018
Domicile
LU
Fund type
open-ended fund
SRRI
5 of 7

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.