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Wealth Invest Aktiv Balance (0P00013WM7)

Copenhagen

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147.670 -0.990 -0.67%

16/04 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060575942

Asset Class: Equity

Morningstar Rating:
Total Assets: 67.62M

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0P00013WM7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Aktiv Balance (0P00013WM7) fund. Our Investin Aktiv Balance 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	4.550	4.800	0.250
Shares	58.320	58.320	0.000
Bonds	36.950	36.950	0.000
Convertible	0.110	0.110	0.000
Other	0.060	0.060	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.503	17.013
Price to Book	2.534	2.592
Price to Sales	2.073	1.895
Price to Cash Flow	12.218	10.820
Dividend Yield	2.286	2.402
5 Years Earnings Growth	10.377	10.511

Sector Allocation

Name	Net %	Category Average
Technology	25.430	20.843
Financial Services	15.340	16.307
Industrials	12.340	11.973
Healthcare	11.060	12.220
Consumer Cyclical	10.770	10.970
Communication Services	6.730	7.034
Consumer Defensive	4.980	7.234
Utilities	4.230	3.333
Real Estate	3.630	3.601
Basic Materials	3.480	4.899
Energy	2.000	3.863

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	14.54	8.38	-1.41%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	13.44	9.42	-1.67%
Nykredit Realkredit A/S 5%	DK0009539116	6.15	-	-
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	5.80	5.07	+0.20%
db x-trackers II iBoxx EUR High	LU1109942653	4.55	15.85	+0.25%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.48	222.740	-0.84%
Realkredit Danmark A/S 4%	DK0004627130	4.05	-	-
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ015	3.71	7.82	-0.64%
Vanguard FTSE Japan USD	IE00B95PGT31	3.70	36.43	+1.28%
Jyske Realkredit A/S 5%	DK0009409922	3.69	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.52B	-2.75	3.30	3.77
Investin K Invest Globale Aktier	697.45M	17.76	10.61	8.29
Investin K Invest US Small Aktier	371.47M	3.74	-2.04	-
Investin Optimal Stabil	493.39M	-1.46	3.03	2.45
Investin Demetra	42.86M	-4.33	-5.86	-3.24

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