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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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232.850 +0.790 +0.34%

03/10 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.66B

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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	0.730	1.390	0.660
Shares	50.380	50.380	0.000
Bonds	46.660	46.660	0.000
Convertible	0.020	0.020	0.000
Other	2.200	2.200	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.216	17.587
Price to Book	2.645	2.629
Price to Sales	2.406	1.931
Price to Cash Flow	12.108	10.730
Dividend Yield	2.222	2.386
5 Years Earnings Growth	9.290	10.057

Sector Allocation

Name	Net %	Category Average
Technology	25.710	21.524
Financial Services	16.570	16.911
Industrials	13.330	12.585
Healthcare	11.180	11.131
Consumer Cyclical	8.870	10.375
Communication Services	7.470	7.368
Real Estate	5.470	3.504
Consumer Defensive	4.190	6.857
Basic Materials	3.190	4.966
Utilities	3.070	3.376
Energy	0.950	3.628

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	13.72	10.37	+0.39%
Nykredit Realkredit A/S 4%	DK0009541872	8.69	-	-
Realkredit Danmark A/S 4%	DK0004627130	7.18	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.66	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	6.65	11.92	+0.25%
db x-trackers II iBoxx EUR High	LU1109942653	4.90	16.11	+0.06%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.73	6.48	+0.31%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.32	239.550	+1.12%
Nykredit Realkredit A/S 3.5%	DK0009548372	3.58	-	-
DWS Invest SDG Global Equities XC	LU1891311513	3.50	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest US Small Aktier	476.32M	-7.51	3.25	-
Investin Optimal Stabil	528.34M	1.73	5.76	3.25
Investin K Invest Globale Aktier	745.24M	2.42	16.69	7.25
Investin Demetra	24.44M	-7.59	-5.44	-3.33
DK0061272077	103.18M	13.82	-4.37	-

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