DWS Invest CROCI Euro LCH Cap $ Hdg

The objective of the investment policy is to achieve capital appreciation that exceeds the benchmark (EURO STOXX 50 (RI)). In order to achieve this, at least 75% of the sub-fund's assets are invested in equities of issuers having their headquarters in a member state of the European Economic and Monetary Union (EMU) according to the CROCI methodology and the CROCI Euro investment strategy which selects the thirty shares of approximately thirty issuers with the lowest positive CROCI Economic Price Earnings Ratio ("CROCI Economic P/E") from a universe comprising the largest Eurozone equities by market capitalisation for which CROCI Economic P/Es are calculated. Companies in the Financial and Real Estate sectors are not eligible for selection. In addition, stocks with low liquidity may be excluded from selection. In the event that fewer than thirty shares have a positive CROCI Economic P/E, only those shares with a positive CROCI Economic P/E will be investment strategy. The investment strategy may also utilise rules-based techniques which aim to reduce unnecessary portfolio turnover in order to reduce market impact and transaction costs. These techniques include, but are not limited to, limiting the replacement of an existing share from the investment strategy during re-compositions to circumstances when the CROCI Economic P/E is sufficiently higher than that of the proposed replacement share. Consequently, in some cases, a share may not be added during a sub-fund re-composition despite having one of the thirty lowest CROCI Economic P/Es among shares eligible for selection. Equally, a share may remain in the sub-fund despite no longer being amongst the thirty shares with the lowest CROCI Economic P/Es. These techniques have no impact on the investment strategy maintaining approximately thirty constituents. In addition, the investment strategy may consider other factors such as liquidity, transaction costs and, upon notification to the CROCI Investment and Valuation Gro

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No