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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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221.220 +0.510 +0.23%

20/06 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.59B

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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	2.220	3.600	1.380
Shares	49.770	49.770	0.000
Bonds	46.070	46.070	0.000
Convertible	0.070	0.070	0.000
Preferred	0.010	0.010	0.000
Other	1.870	1.870	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.156	16.740
Price to Book	2.509	2.519
Price to Sales	2.284	1.855
Price to Cash Flow	11.689	10.375
Dividend Yield	2.267	2.451
5 Years Earnings Growth	8.585	9.948

Sector Allocation

Name	Net %	Category Average
Technology	24.490	20.199
Financial Services	16.700	16.957
Industrials	12.890	12.465
Healthcare	12.140	11.888
Consumer Cyclical	9.070	10.676
Communication Services	6.920	6.970
Real Estate	5.540	3.597
Consumer Defensive	4.760	7.389
Basic Materials	3.240	5.023
Utilities	3.200	3.441
Energy	1.030	3.657

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	13.18	9.37	+0.54%
Realkredit Danmark A/S 4%	DK0004627130	7.11	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.71	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	6.69	10.66	+0.47%
db x-trackers II iBoxx EUR High	LU1109942653	4.97	15.99	+0.13%
Nykredit Realkredit A/S 4%	DK0009541872	4.93	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	4.61	247.000	-0.79%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.54	5.64	+0.54%
Nykredit Realkredit A/S 3.5%	DK0009548372	3.61	-	-
DWS Invest SDG Global Equities XC	LU1891311513	3.37	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest Globale Aktier	776.52M	17.76	10.61	8.29
Investin K Invest US Small Aktier	413.1M	3.74	-2.04	-
Investin Optimal Stabil	510.3M	-1.46	3.03	2.45
Investin Demetra	37.9M	-4.33	-5.86	-3.24
Investin Active and Index Portfolio	133.91M	13.22	2.63	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	221.220	+0.510	+0.23%