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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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217.880 -0.670 -0.31%

01/11 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 1.65B

Type: Fund

Market: Denmark

Issuer: Investin

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	1.190	1.400	0.210
Stocks	49.830	49.830	0.000
Bonds	47.830	47.830	0.000
Convertible	0.120	0.120	0.000
Other	1.040	1.040	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.735	16.861
Price to Book	2.582	2.505
Price to Sales	2.196	1.817
Price to Cash Flow	12.566	10.561
Dividend Yield	2.266	2.464
5 Years Earnings Growth	12.165	11.323

Sector Allocation

Name	Net %	Category Average
Technology	24.260	20.339
Healthcare	14.220	13.095
Financial Services	14.190	15.381
Industrials	11.690	11.892
Consumer Cyclical	9.190	10.688
Communication Services	6.820	6.723
Real Estate	5.420	3.887
Consumer Defensive	5.180	7.606
Basic Materials	3.740	5.169
Utilities	3.250	3.517
Energy	2.030	4.121

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	12.64	9.62	+0.63%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	8.25	10.79	+0.75%
Realkredit Danmark A/S 4%	DK0004627130	7.03	-	-
Nykredit Realkredit A/S 5%	DK0009539116	5.76	-	-
db x-trackers II iBoxx EUR High	LU1109942653	5.06	16.03	+0.12%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.74	281.300	+2.15%
Jyske Realkredit A/S 4%	DK0009413528	4.48	-	-
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.34	5.52	+1.28%
Nykredit Realkredit A/S 4%	DK0009537417	4.00	-	-
Nykredit Realkredit A/S 4%	DK0009541872	3.83	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest Globale Aktier	750.82M	-14.45	-0.33	-
Investin Optimal Stabil	518.05M	7.44	2.17	3.02
Investin K Invest EM Aktier	240.83M	4.59	7.51	-
Investin K Invest US Small Aktier	495.78M	29.52	18.89	-
DK0061272077	112.69M	-2.52	2.89	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	217.880	-0.670	-0.31%