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Wealth Invest Optimal VerdensIndex Moderat (0P0000Q3TO)

Copenhagen

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233.100 +1.310 +0.57%

06:00:00 - 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	0.780	1.120	0.340
Shares	50.210	50.210	0.000
Bonds	46.360	46.360	0.000
Convertible	0.020	0.020	0.000
Other	2.630	2.630	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.861	17.355
Price to Book	2.772	2.674
Price to Sales	2.505	1.962
Price to Cash Flow	12.708	10.869
Dividend Yield	2.064	2.355
5 Years Earnings Growth	9.173	9.947

Sector Allocation

Name	Net %	Category Average
Technology	27.530	21.838
Financial Services	15.920	16.763
Industrials	13.160	12.660
Healthcare	11.230	10.921
Consumer Cyclical	8.600	10.376
Communication Services	7.470	7.507
Real Estate	5.210	3.446
Consumer Defensive	3.900	6.623
Basic Materials	3.080	4.993
Utilities	2.950	3.343
Energy	0.940	3.588

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 48

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	14.11	10.44	+1.58%
Nykredit Realkredit A/S 4%	DK0009541872	9.25	-	-
Realkredit Danmark A/S 4%	DK0004627130	6.89	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.40	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	5.77	12.06	+1.76%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.89	6.49	+1.09%
db x-trackers II iBoxx EUR High	LU1109942653	4.73	15.90	+0.35%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.19	240.038	-0.50%
DWS Invest SDG Global Equities XC	LU1891311513	3.56	-	-
Nykredit Realkredit A/S 3.5%	DK0009548372	3.44	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest US Small Aktier	461.13M	-7.51	3.25	-
Investin Optimal Stabil	534.75M	1.73	5.76	3.25
Investin K Invest Globale Aktier	618.34M	2.42	16.69	7.25
Investin Demetra	24.94M	-7.59	-5.44	-3.33
DK0061272077	95.69M	13.82	-4.37	-

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