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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

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223.590 +1.580    +0.71%
12:00:00 - Delayed Data. Currency in DKK
  • Morningstar Rating:
  • Total Assets: 1.67B
Type:  Fund
Market:  Denmark
Issuer:  Investin
ISIN:  DK0060254712 
Asset Class:  Equity
Investin Optimal VerdensIndex Moderat 223.590 +1.580 +0.71%

0P0000Q3TO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investin Optimal VerdensIndex Moderat (0P0000Q3TO) fund. Our Investin Optimal VerdensIndex Moderat 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 1.190 1.400 0.210
Shares 49.830 49.830 0.000
Bonds 47.830 47.830 0.000
Convertible 0.120 0.120 0.000
Other 1.040 1.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.735 16.724
Price to Book 2.582 2.539
Price to Sales 2.196 1.848
Price to Cash Flow 12.566 10.726
Dividend Yield 2.266 2.444
5 Years Earnings Growth 12.165 11.301

Sector Allocation

Name  Net % Category Average
Technology 24.260 20.589
Healthcare 14.220 12.866
Financial Services 14.190 15.393
Industrials 11.690 11.808
Consumer Cyclical 9.190 10.686
Communication Services 6.820 6.783
Real Estate 5.420 3.929
Consumer Defensive 5.180 7.526
Basic Materials 3.740 5.118
Utilities 3.250 3.534
Energy 2.030 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: 50

Number of short holdings: 1

Name ISIN Weight % Last Change %
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 12.64 10.41 +1.15%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 8.25 11.68 +1.00%
Realkredit Danmark A/S 4% DK0004627130 7.03 - -
Nykredit Realkredit A/S 5% DK0009539116 5.76 - -
  db x-trackers II iBoxx EUR High LU1109942653 5.06 15.90 -0.01%
  Sparinvest INDEX OMX C25 KL DK0060442556 4.74 266.560 -0.69%
Jyske Realkredit A/S 4% DK0009413528 4.48 - -
  iShares MSCI EM ESG Enhanced UCITS ETF USD Acc IE00BHZPJ239 4.34 5.56 +0.54%
Nykredit Realkredit A/S 4% DK0009537417 4.00 - -
Nykredit Realkredit A/S 4% DK0009541872 3.83 - -

Top Equity Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investin K Invest Globale Aktier 768.82M 14.91 10.79 8.32
  Investin K Invest US Small Aktier 517.71M 1.18 -2.05 -
  Investin Optimal Stabil 522.54M 7.44 2.17 3.02
  Investin K Invest EM Aktier 227.88M 11.41 -7.18 -
  DK0061272077 112.08M 9.16 -4.42 -
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