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Wealth Invest Optimal Mix Kl (0P000103GZ)

Copenhagen

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198.690 +2.190 +1.11%

22/11 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 372.21M

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060518983

Asset Class: Other

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0P000103GZ Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Optimal Livscyklus 2030-40 (0P000103GZ) fund. Our Investin Optimal Livscyklus 2030-40 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	0.940	1.750	0.810
Shares	59.960	59.960	0.000
Bonds	35.560	35.560	0.000
Convertible	0.060	0.060	0.000
Other	3.470	3.470	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.464	16.724
Price to Book	2.461	2.539
Price to Sales	2.106	1.848
Price to Cash Flow	12.455	10.726
Dividend Yield	2.311	2.444
5 Years Earnings Growth	12.201	11.301

Sector Allocation

Name	Net %	Category Average
Technology	23.620	20.589
Financial Services	15.490	15.393
Healthcare	13.100	12.866
Industrials	10.930	11.808
Consumer Cyclical	10.330	10.686
Communication Services	6.740	6.783
Real Estate	5.600	3.929
Consumer Defensive	5.100	7.526
Basic Materials	3.840	5.118
Utilities	3.020	3.534
Energy	2.240	4.050

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: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	17.31	11.71	+1.21%
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	12.22	10.42	+1.26%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	6.47	5.59	+0.90%
Nykredit Realkredit A/S 5%	DK0009539116	5.83	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	5.55	270.480	+1.47%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ783	5.21	7.52	+1.35%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ015	4.52	7.56	+0.80%
db x-trackers II iBoxx EUR High	LU1109942653	4.17	15.91	+0.06%
Jyske Realkredit A/S 5%	DK0009409922	3.74	-	-
Climate Transition Bonds KL N	DK0063179445	3.42	-	-

Top Other Funds by Wealth Invest

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	DK0060946192		249.36M	5.43	4.64	-

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Recent Quotes

Name	Price	Chg.	Chg. %
Investin Optimal .	198.690	+2.190	+1.11%
VY T. Rowe Price .	26.97	+0.05	+0.19%
Oddo Compass Euro.	11.154	+0.010	+0.07%
Itaú Active Asset.	210.131	+0.320	+0.15%