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Wealth Invest Secure Select Obligationer (0P00013NA8)

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Condition

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101.710 +0.140    +0.14%
05/08 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  Wealth Invest
ISIN:  DK0060571446 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 261.36M
Wealth Invest Secure Globale Obligationer 101.710 +0.140 +0.14%

0P00013NA8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wealth Invest Secure Globale Obligationer (0P00013NA8) fund. Our Wealth Invest Secure Globale Obligationer portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Name  Net %  Long %  Short %
Bonds 101.410 102.020 0.610
Convertible 0.300 0.300 0.000
Preferred 0.070 0.070 0.000
Other 0.200 0.200 0.000

 Style Box

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Name  Net % Category Average
Government 35.494 64.417
Corporate 30.936 49.491
Securitized 27.468 13.565
Cash -2.218 40.877
Derivative 8.001 86.338

Region Allocation

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

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Investin K Invest High Yield Obligationer DK0060696730 18.09 131.770 +0.18%
Wealth Invest HP Invest Korte Danske Obl DK0061150984 18.03 - -
  HP Invest Lange Danske Obligationer KL A DK0060141786 17.51 93.330 +0.10%
  Investin K Invest Indeksobligationer DK0060645075 15.20 109.760 +0.22%
  Investin K Invest Emerging Market Debt DK0060606176 14.44 105.330 +0.11%
BNY Mellon Effcnt Glb HY Bt EUR E Acc H IE00BMYM6N04 7.48 - -
UBAM Global Hi Yld Solu Ext Dur IHC EUR LU2051742067 6.99 - -
Advanzia Bank SA 8.69% NO0010955909 0.59 - -
Wealth Fund Partners A/S - 0.18 - -

Top Bond Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wealth Invest AKL SEB Obl I 2.44B 1.23 3.06 0.90
  Wealth Invest AKL SEB Korte Obl I 293.61M 1.56 3.14 0.72
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