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Wealth Invest Optimal Active And Index Kl (0P00018Q4V)

Copenhagen

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161.390 +0.340 +0.21%

12:00:00 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 110.98M

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060674844

Asset Class: Equity

General
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0P00018Q4V Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Active and Index Portfolio (0P00018Q4V) fund. Our Investin Active and Index Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.940	4.520	1.580
Shares	59.480	59.480	0.000
Bonds	37.460	37.460	0.000
Convertible	0.080	0.080	0.000
Other	0.040	0.040	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.863	16.803
Price to Book	2.459	2.529
Price to Sales	2.028	1.842
Price to Cash Flow	12.055	10.680
Dividend Yield	2.341	2.449
5 Years Earnings Growth	11.337	11.325

Sector Allocation

Name	Net %	Category Average
Technology	22.680	20.416
Financial Services	15.010	15.383
Healthcare	13.440	13.019
Industrials	12.210	11.804
Consumer Cyclical	9.670	10.669
Communication Services	6.170	6.744
Consumer Defensive	5.600	7.591
Real Estate	4.500	3.975
Utilities	4.300	3.541
Basic Materials	3.830	5.177
Energy	2.580	4.081

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.03	10.27	-0.48%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	9.26	11.54	-0.43%
Realkredit Danmark A/S 4%	DK0004627130	7.63	-	-
Nykredit Realkredit A/S 5%	DK0009539116	6.58	-	-
iShares MSCI World ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ569	6.19	8.89	-0.11%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.57	270.230	+0.75%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ783	4.31	7.48	+1.22%
db x-trackers II iBoxx EUR High	LU1109942653	4.21	15.93	+0.25%
Jyske Realkredit A/S 5%	DK0009409922	3.93	-	-
iShares MSCI World SRI UCITS ETF EUR (Acc)	IE00BYX2JD69	3.79	12.04	+0.25%

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.67B	9.36	2.29	4.85
Investin K Invest Globale Aktier	775.2M	-14.45	-0.33	-
Investin Optimal Stabil	522.5M	7.44	2.17	3.02
Investin K Invest EM Aktier	229.01M	4.59	7.51	-
Investin K Invest US Small Aktier	525.09M	29.52	18.89	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Active a.	161.390	+0.340	+0.21%