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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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225.680 +0.320 +0.14%

06:00:00 - Delayed Data. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.61B

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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	1.320	2.200	0.880
Shares	49.710	49.710	0.000
Bonds	47.040	47.040	0.000
Convertible	0.040	0.040	0.000
Preferred	0.010	0.010	0.000
Other	1.880	1.880	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.737	17.157
Price to Book	2.592	2.566
Price to Sales	2.350	1.887
Price to Cash Flow	12.002	10.522
Dividend Yield	2.236	2.430
5 Years Earnings Growth	8.800	9.701

Sector Allocation

Name	Net %	Category Average
Technology	25.740	20.920
Financial Services	16.620	16.841
Industrials	13.130	12.477
Healthcare	11.260	11.549
Consumer Cyclical	8.830	10.490
Communication Services	7.140	7.165
Real Estate	5.440	3.590
Consumer Defensive	4.490	7.131
Basic Materials	3.190	4.943
Utilities	3.120	3.431
Energy	1.050	3.653

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	13.36	9.84	+0.10%
Nykredit Realkredit A/S 4%	DK0009541872	8.21	-	-
Realkredit Danmark A/S 4%	DK0004627130	7.15	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.74	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	6.69	11.21	-0.11%
db x-trackers II iBoxx EUR High	LU1109942653	4.98	16.19	+0.06%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.72	5.88	-0.41%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.47	233.100	-0.03%
Nykredit Realkredit A/S 3.5%	DK0009548372	3.62	-	-
DWS Invest SDG Global Equities XC	LU1891311513	3.39	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest US Small Aktier	443.89M	-7.51	3.25	-
Investin Optimal Stabil	517.64M	0.16	5.82	2.94
Investin K Invest Globale Aktier	808.26M	2.42	16.69	7.25
Investin Demetra	37.74M	-4.33	-5.86	-3.24
DK0061272077	94.86M	13.82	-4.37	-

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