DWS Invest CROCI Japan LCH (S9E0)

Overview

DWS Invest CROCI Japan LCH is an equity mutual fund managed by DWS Investment S.A., which is domiciled in Luxembourg. The fund primarily focuses on large-cap Japanese equities, utilizing the proprietary CROCI methodology. This unique approach aims to identify value-oriented opportunities in the Japanese market by selecting the 30 stocks with the lowest CROCI Economic Price Earnings Ratios. As of late 2025, the fund manages assets exceeding €2.4 billion and maintains nearly 100% allocation to Japanese yen-denominated equities. With a strong emphasis on sectors such as industrials (approximately 26%), health care (19%), consumer discretionary (13%), materials (11%), and utilities (8%), DWS Invest CROCI Japan LCH positions itself as a suitable investment option for risk-tolerant investors. Launched in 2018, the fund builds on a long-term track record derived from its predecessor fund, which dates back to 2004, offering targeted exposure to undervalued large-cap Japanese companies through a disciplined, quantitative value strategy within the broader scope of Asian equity funds.

Products and Services

• Equity Mutual Fund

  DWS Invest CROCI Japan LCH operates as an equity mutual fund that channels investments into large-cap Japanese companies. The strategy is grounded in a disciplined, quantitative approach that prioritizes stocks perceived to be undervalued based on economic price-to-earnings ratios.

• Proprietary CROCI Methodology

  The fund employs the CROCI methodology, which helps in identifying the top 30 stocks with the most attractive economic value characteristics in the Japanese market. This proprietary standard facilitates a value-oriented investment strategy that seeks to uncover significant opportunities.

• Sector Allocation

  The investment portfolio is diversified across several key sectors, including industrials, health care, consumer discretionary, materials, and utilities, providing a well-rounded exposure to the dynamics of the Japanese economy.

• Long-term Investment Strategy

  With a focus on long-term performance, DWS Invest CROCI Japan LCH has been strategically built on a track record from a predecessor fund that has been operational since 2004, enhancing its credibility and experience in Japanese equities.

• Asset Management

  The fund efficiently manages substantial assets, exceeding €2.4 billion, which allows for robust investment strategies and the potential for increased returns for investors looking to tap into the Japanese market.

• Risk Tolerance

  This investment vehicle is designed primarily for risk-tolerant investors, positioning them to benefit from the projected growth potential of undervalued large-cap stocks while navigating the complexities of equity markets.