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Sydinvest Formue Balanceret Udb A (0P00018VTF)

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105.380 +0.050    +0.05%
02/05 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  Værdipapirfonden Sydinvest
ISIN:  DK0060749364 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.84B
Sydinvest Balanceret Udb A 105.380 +0.050 +0.05%

0P00018VTF Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sydinvest Balanceret Udb A (0P00018VTF) fund. Our Sydinvest Balanceret Udb A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 36.080 37.430 1.350
Bonds 61.470 61.500 0.030
Convertible 0.540 0.540 0.000
Preferred 0.040 0.040 0.000
Other 2.820 2.840 0.020

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.623 16.366
Price to Book 3.049 2.426
Price to Sales 2.434 1.796
Price to Cash Flow 12.705 10.302
Dividend Yield 1.832 2.593
5 Years Earnings Growth 10.539 10.321

Sector Allocation

Name  Net % Category Average
Technology 27.580 20.385
Financial Services 17.700 17.397
Healthcare 11.490 11.661
Industrials 10.330 12.071
Consumer Cyclical 9.870 11.138
Communication Services 7.780 7.069
Consumer Defensive 5.210 7.223
Real Estate 3.190 3.996
Energy 2.690 3.823
Basic Materials 2.520 5.215
Utilities 1.630 3.455

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 132

Number of short holdings: 1

Name ISIN Weight % Last Change %
Sydinvest Mellemlange Obl W DKK d DK0060814879 19.20 - -
Sydinvest Mellemlange Obl W DKK Akk DK0060853851 11.22 - -
Xtrackers S&P 500 Scrd & Scrn ETF - 9.34 - -
Sydinvest Virksomobl IG Screen W DKK d h DK0060853422 4.42 - -
Sydinvest HøjrenteLande HC Udb W DK0061067303 3.48 - -
Sydinvest Virksomhedsobl HY W DKK Acc h DK0060646982 2.71 - -
Sydinvest Fjernøsten W DKK Acc DK0060647360 2.24 - -
Sydinvest Virksomhedsobl IG W DKK d h DK0060751501 2.16 - -
Willow No 2 (Ireland) PLC XS2499838022 1.79 - -
Xtrackers Net Zero Pwy Par Alg US Eq ETF - 1.53 - -

Top Equity Funds by Sydinvest, Værdipapirfonden

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sydinvest Konservativ Udb A 3.36B -0.97 1.95 -
  Sydinvest Vakstorienteret Udb A 1.7B -4.18 4.01 -
  Sydinvest Balanceret Akk A 633.52M -2.52 2.74 -
  Sydinvest Aggressiv Udb A 424.53M -5.19 4.87 -
  Sydinvest Vakstorienteret Akk A 365.99M -4.17 3.97 -
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