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Factsheet: DWS Financials Typ O Marketing Material Factsheet: DWS Financials Typ O Equity Funds - Sectors/Categories August 2021 As at 31/08/2021 Fund Data Performance Investment Policy Performance - Share Class ND (in %) Equities of banks, insurance companies and other financial-services providers with a geographical focus on the U.S. and Europe. Fund (gross) Fund (net) Explanations and modeling; assumption: an investor wishes to purchase units for EUR 1,000.00. Since the fund does not levy a sales charge, the Fund Management's Comment investor has to pay EUR 1,000.00. The gross performance (BVI method) includes all costs incurred at the fund level, the net performance also includes the sales charge; additional costs may be incurred at the investor level (e.g. custody costs). Since no sales charge is levied, the gross and net performances in a year are identical. Past performance is not a reliable indicator of future performance. (Source: DWS Investment GmbH) Global financials gained 3.9% (in EUR) in August, outperforming the broad equity market. News regarding global vaccination progress, the associated easing of restrictions Cumulative performance (in %) - share class ND and ultimately hopes for a faster, economic 1 m 1 y 3 y 5 y s. Inception YTD 3 y avg 5 y avg 2017 2018 2019 2020 recovery continued to dominate daily events. Within financials, companies and insurance companies close to the capital market EUR 1.6 31.3 40.4 82.5 182.2 21.5 12.0 12.8 10.9 -17.8 31.9 5.6 recorded positive performances in August. On a regional level, financial stocks in the emerging markets and the US turned in the best performances. Further Characteristics (3 years) / VAR (1 year) - share class ND Volatility 21.72% Maximum Drawdown -22.25% VAR (99%/10 days) 6.49% Sharpe Ratio 0.55 Information Ratio -- Correlation Coefficient -- Alpha -- Beta -- Tracking Error -- Portfolio Analysis Breakdown by Sector (Equities) (in % of fund volume) Principal Holdings (Equities) (in % of fund volume) Portfolio Breakdown according to MSCI Bank of America Corp (Diversified Banks) 4.0 Diversified Banks 24.7 JPMorgan Chase & Co (Diversified Banks) 3.7 Data Processing & Outsource 23.8 Progressive Corp/The (Property & Casualty Insura 3.5 Copper 15.7 Application Software 5.5 MSCI Inc (Copper) 3.4 Life & Health Insurance 4.4 S&P Global Inc (Copper) 3.2 Insurance Brokers 4.1 Mastercard Inc (Data Processing & Outsourced Se 3.2 Property & Casualty Insurance 3.6 Citigroup Inc (Diversified Banks) 3.2 Research & Consulting Servic 3.4 Morningstar Style-Box™ Marsh & McLennan Cos Inc (Insurance Brokers) 3.0 Investment Banking & Brokera 3.2 Market Capitalization Adyen NV (Data Processing & Outsourced Serv.) 2.6 Consumer Finance 2.5 Large Fiserv Inc (Data Processing & Outsourced Serv.) 2.6 Other Sectors 7.3 Total 32.4 Mid Gross weighting, not adjusted for derivative positions. Gross weighting, not adjusted for derivative positions. Small Breakdown by Country (Equities) (in % of fund volume) Asset Allocation (in % of fund volume) USA 65.3 Equities 98.3 Value Growth Netherlands 4.8 Cash and other assets 1.7 Blend China 3.9 Investment Style Canada 3.7 Japan 3.2 Morningstar Category™ Hongkong SAR 2.6 Sector Equity Financial Services Germany 2.5 Russia 2.3 India 2.2 Ratings (As at: 30/07/2021) France 1.9 Morningstar Overall Rating™: «««« Norway 1.8 Other Countries 4.0 Lipper Leaders: Gross weighting, not adjusted for derivative positions. Note: The key terms are explained in the glossary. Page 1 / 7 Marketing Material Factsheet: DWS Financials Typ O Equity Funds - Sectors/Categories August 2021 As at 31/08/2021 Portfolio Analysis Breakdown by Currency (in % of fund volume) Market Capitalization (in % of fund volume) United States dollar 71.7 > 10 Bn. 85.1 Euro 10.8 > 5 Bn. < 10 Bn. 6.6 Hong Kong dollar 5.5 > 1 Bn. < 5 Bn. 6.6 Canadian dollar 3.7 Japanese yen 3.6 Norwegian krone 1.8 Singapore dollar 1.6 Pound sterling 0.8 Swiss franc 0.4 South Korean won 0.1 Incl. forward exchange transactions, negative and positive figures reflect expected Gross weighting, not adjusted for derivative positions. The calculation is based on currency developments. Euro. Key Figures regarding the Fund's Assets Number of Shares 67 Dividend Yield (in %) 1.3 Ø Market Cap 105,449.3 Mio. EUR Cumulative performance (in %) 1 m 1 y 3 y 5 y s. YTD 3 y avg 5 y avg 2017 2018 2019 2020 Inception ND 1.6 31.3 40.4 82.5 182.2 21.5 12.0 12.8 10.9 -17.8 31.9 5.6 Page 2 / 7 Marketing Material Factsheet: DWS Financials Typ O Equity Funds - Sectors/Categories August 2021 As at 31/08/2021 Fund Data Portfolio Manager Daniela Gombert Assets 27.2 Mio. EUR Portfolio Manager since 01/11/2019 Fund Currency EUR Portfolio Management Company DWS Investment GmbH Launch Date 25/11/1998 Portfolio Management Location Germany Fiscal Year End 30/09/2021 Management Company DWS Investment GmbH Investor profile Risk-tolerant Legal Structure Fund Custodian State Street Bank International GmbH Share Classes Share Cur. ISIN Code German Earnings Front-end Load Issue Price Redemption Interim Gains All-in-Fee Running costs / plus Minimum Class Sec. Code Price TER performance- Invest- related fee ment Amount ND EUR DE0009769919 976 991 Distribution 0.00% 92.96 92.96 1.700% 1.76% (1) -- -- (1) The Total Expense Ratio (TER) generally includes all expense items charged to the Fund apart from transaction costs and performance fees. If the Fund invests a substantial part of its assets in target funds, the costs of the respective funds and payments received by them will also be taken into account. The Fund incurred the total expenses listed here in its last financial year which ended on 30/09/2020. They are subject to change from year to year. Important notice: Distribution agents such as banks or other investment service providers may report costs or expense ratios to interested investors that may differ from and exceed the costs described here. This may be due to new regulatory requirements for the calculation and reporting of costs by these distribution agents, in particular as a result of the implementation of Directive 2014/65/EU (Markets in Financial Instruments Directive - "MiFID2 Directive") from January 3, 2018. Address Note DWS International GmbH, Because of its composition or the techniques used by its managers, the fund features a high level of volatility. In other words, unit prices may Vienna Branch fluctuate significantly in either direction within short periods of time. Fleischmarkt 1 A-1010 Wien Figures subject to audit. The current sales prospectus which is legally binding for the purchase of fund units is available from your financial Tel.: +43 (1) 531 81-0 consultant or DWS Investment GmbH. The sales prospectus contains detailed information about risk. Evaluations made in this report may change at any time whithout prior announcement. These statements are based on our assessment of the current legal and tax information. Fax: +43 (1) 531 81-359 Internet: www.dws.at E-Mail: [email protected] Page 3 / 7 Legal Disclaimer Opportunities In accordance with the investment policy. Risks • The fund invests its assets in selected regions or sectors. This increases the risk that the fund may be negatively influenced by the economic and political conditions in the respective regions or sectors.• The fund invests in equities. Equities are subject to strong price fluctuations and thus also to the risk of price decreases.• Due to its composition/the techniques used by the Fund management, the investment fund has significantly elevated volatility, i.e. the share price may be subject to significant fluctuations up or down within short periods of time. The share value may fall below the purchase price at which the customer acquired the share at any time. Important note on the investor profile: Investor profile: Risk-tolerant The sub-fund is designed for risk-tolerant investors who seek high-return forms of investment and therefore accept large fluctuations in value as well as very high risks. The strong price fluctuations and high creditworthiness risks result in temporary or permanent declines in the value of units. The investor's high income expectations and risk appetite are offset by the possibility of heavy losses of the invested capital, up to the total amount invested. The investor is willing and able to bear such a financial loss, and does not prioritize capital preservation. The Company provides additional information relating to the profile of the typical investor or target customer group for this financial product to distribution agents and distribution partners. If the investor is advised on the acquisition of units by the Company's distribution agents or distribution partners, or if they act as brokers in the purchase of units, they may also provide the investor additional information that also relates to the profile of the typical investor. Supplementary information on the target market and product costs resulting from the implementation of the MiFID2 Directive and made available to distribution agents by the capital management company can be obtained in electronic form from the Company's website at www.dws.com. Please note that the information from Morningstar and Lipper Leaders relates to the previous month. Morningstar Overall Rating™ © 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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