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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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228.120 +0.640 +0.28%

06:00:00 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.62B

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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	1.070	1.710	0.640
Shares	50.410	50.410	0.000
Bonds	46.490	46.490	0.000
Convertible	0.030	0.030	0.000
Preferred	0.010	0.010	0.000
Other	2.000	2.000	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.984	17.398
Price to Book	2.655	2.602
Price to Sales	2.404	1.908
Price to Cash Flow	12.212	10.657
Dividend Yield	2.171	2.403
5 Years Earnings Growth	9.035	10.457

Sector Allocation

Name	Net %	Category Average
Technology	26.320	21.450
Financial Services	16.530	16.800
Industrials	13.080	12.531
Healthcare	11.260	11.305
Consumer Cyclical	8.770	10.371
Communication Services	7.220	7.273
Real Estate	5.270	3.489
Consumer Defensive	4.340	6.938
Basic Materials	3.100	4.895
Utilities	3.080	3.404
Energy	1.030	3.637

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.96	10.07	+0.90%
Nykredit Realkredit A/S 4%	DK0009541872	8.61	-	-
Realkredit Danmark A/S 4%	DK0004627130	7.11	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	6.72	11.53	+1.05%
Jyske Realkredit A/S 4%	DK0009413528	6.59	-	-
db x-trackers II iBoxx EUR High	LU1109942653	4.94	16.01	-0.12%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.73	5.99	-0.83%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.31	237.210	-0.27%
Nykredit Realkredit A/S 3.5%	DK0009548372	3.54	-	-
DWS Invest SDG Global Equities XC	LU1891311513	3.51	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest US Small Aktier	465.37M	-7.51	3.25	-
Investin Optimal Stabil	521.05M	1.69	4.93	2.95
Investin K Invest Globale Aktier	840.65M	2.42	16.69	7.25
Investin Demetra	34.94M	-7.59	-5.44	-3.33
DK0061272077	97.18M	13.82	-4.37	-

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