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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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224.060 +0.920 +0.41%

06:00:00 - Closed. Currency in DKK

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.6B

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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	16.956
Price to Book	2.509	2.541
Price to Sales	2.284	1.866
Price to Cash Flow	11.689	10.415
Dividend Yield	2.267	2.439
5 Years Earnings Growth	8.585	9.697

Sector Allocation

Name	Net %	Category Average
Technology	24.490	20.624
Financial Services	16.700	16.927
Industrials	12.890	12.436
Healthcare	12.140	11.716
Consumer Cyclical	9.070	10.598
Communication Services	6.920	7.127
Real Estate	5.540	3.552
Consumer Defensive	4.760	7.216
Basic Materials	3.240	5.003
Utilities	3.200	3.432
Energy	1.030	3.654

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	9.73	+0.86%
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	11.14	+0.96%
db x-trackers II iBoxx EUR High	LU1109942653	4.97	16.12	+0.09%
Nykredit Realkredit A/S 4%	DK0009541872	4.93	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	4.61	244.067	-0.39%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.54	5.89	+1.39%
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	803.07M	17.76	10.61	8.29
Investin K Invest US Small Aktier	425.82M	3.74	-2.04	-
Investin Optimal Stabil	510.45M	-1.46	3.03	2.45
Investin Demetra	37.28M	-4.33	-5.86	-3.24
Investin Active and Index Portfolio	135.29M	13.22	2.63	-

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Recent Quotes

Name	Price	Chg.	Chg. %
Investin Optimal .	224.060	+0.920	+0.41%
Xtrackers S&P 500.	10.50	-0.07	-0.62%
SPDR S&P U.S. Tec.	2,496.99	0.00	0.00%