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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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220.860 +3.390 +1.56%

06:00:00 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.58B

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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	2.170	2.540	0.370
Shares	48.850	48.850	0.000
Bonds	47.120	47.120	0.000
Convertible	0.130	0.130	0.000
Other	1.740	1.740	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.086	16.784
Price to Book	2.378	2.547
Price to Sales	2.158	1.871
Price to Cash Flow	11.360	10.553
Dividend Yield	2.317	2.426
5 Years Earnings Growth	9.963	10.370

Sector Allocation

Name	Net %	Category Average
Technology	23.640	20.478
Financial Services	16.550	16.588
Healthcare	13.070	12.211
Industrials	11.960	12.067
Consumer Cyclical	9.080	10.843
Communication Services	7.060	6.995
Real Estate	5.350	3.576
Consumer Defensive	5.080	7.334
Basic Materials	3.250	4.956
Utilities	3.230	3.392
Energy	1.740	3.889

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.08	9.45	+3.93%
Realkredit Danmark A/S 4%	DK0004627130	7.18	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.77	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	6.58	10.70	+4.00%
db x-trackers II iBoxx EUR High	LU1109942653	4.96	16.13	+0.38%
Nykredit Realkredit A/S 5%	DK0009539116	4.93	-	-
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.46	5.70	+3.30%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.38	238.362	+1.01%
Nykredit Realkredit A/S 4%	DK0009537417	3.89	-	-
Nykredit Realkredit A/S 3.5%	DK0009548372	3.64	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest Globale Aktier	764.03M	17.76	10.61	8.29
Investin K Invest US Small Aktier	407.95M	3.74	-2.04	-
Investin Optimal Stabil	505.81M	-1.46	3.03	2.45
Investin Demetra	41.73M	-4.33	-5.86	-3.24
Investin Active and Index Portfolio	128.23M	13.22	2.63	-

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