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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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228.500 -0.050 -0.02%

21/02 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 1.69B

Type: Fund

Market: Denmark

ISIN: DK0060254712

Asset Class: Equity

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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	2.470	2.760	0.290
Stocks	49.990	49.990	0.000
Bonds	46.080	46.080	0.000
Convertible	0.130	0.130	0.000
Other	1.330	1.330	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.611	16.825
Price to Book	2.583	2.586
Price to Sales	2.197	1.877
Price to Cash Flow	12.384	10.868
Dividend Yield	2.311	2.415
5 Years Earnings Growth	10.374	10.644

Sector Allocation

Name	Net %	Category Average
Technology	26.010	21.067
Financial Services	14.950	16.101
Healthcare	12.520	12.157
Industrials	11.680	11.930
Consumer Cyclical	9.710	10.960
Communication Services	7.220	7.040
Real Estate	4.930	3.604
Consumer Defensive	4.890	7.321
Basic Materials	3.160	4.887
Utilities	3.080	3.367
Energy	1.860	3.877

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.86	10.53	+0.10%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	7.88	11.95	+0.08%
Realkredit Danmark A/S 4%	DK0004627130	6.95	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.55	-	-
Nykredit Realkredit A/S 5%	DK0009539116	5.21	-	-
db x-trackers II iBoxx EUR High	LU1109942653	5.07	16.06	+0.06%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.28	254.440	+0.82%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.26	5.91	+1.37%
Nykredit Realkredit A/S 4%	DK0009537417	3.88	-	-
Nykredit Realkredit A/S 4%	DK0009541872	3.79	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest Globale Aktier	801.22M	17.76	10.61	8.29
Investin Optimal Stabil	527.08M	1.35	3.23	3.00
Investin K Invest US Small Aktier	487.7M	3.74	-2.04	-
Investin Active and Index Portfolio	132.24M	13.22	2.63	-
DK0061272077	106.25M	13.82	-4.37	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	228.500	-0.050	-0.02%
	BMO S&P 500 (CAD .	82.84	-1.38	-1.64%