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Wealth Invest Strategi Stabil (0P0000UJ6N)

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105.700 +0.640    +0.61%
22/11 - Closed. Currency in DKK
  • Morningstar Rating:
  • Total Assets: 250.85M
Type:  Fund
Market:  Denmark
Issuer:  Strategi Invest
ISIN:  DK0060308583 
Asset Class:  Equity
Strategi Invest Stabil 105.700 +0.640 +0.61%

0P0000UJ6N Overview

 
Find basic information about the Wealth Invest Strategi Stabil mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UJ6N MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.38%
Prev. Close105.06
Risk Rating
TTM Yield0%
ROE31.19%
IssuerStrategi Invest
Turnover52%
ROA12.96%
Inception DateJul 08, 2011
Total Assets250.85M
Expenses1.10%
Min. Investment100
Market Cap1,079.12B
CategoryEUR Cautious Allocation - Global
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Wealth Invest Strategi Stabil Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1022 1106 1050 1085 1094
Fund Return 6.25% 2.22% 10.61% 1.65% 1.64% 0.9%
Place in category 503 1685 1182 324 597 -
% in Category 22 66 45 17 32 -

Top Equity Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Strategi Invest Aktier 452.47M 13.04 4.96 7.87

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sparinvest SICAV Securus DKK R 1.03B 5.99 1.25 1.81
  Jyske Portefolje Stabil Akk KL 6.96B 6.01 0.66 1.85
  Sydinvest Balanceret Udb A 6.13B 2.87 1.15 -
  Sparinvest Mix Lav Risiko KL A 5.56B 1.51 0.33 -
  PFA Invest Balance A 1.84B 6.04 0.86 3.32

Top Holdings

Name ISIN Weight % Last Change %
  Wealth Invest AKL SEB Obligationer I DK0060567766 14.73 99.450 +0.08%
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 8.54 90.33 +0.90%
  Nykredit Invest Engros Lange Obligationer DK0060773901 7.99 823.890 +0.28%
Cptl Fr Hi Grd Struct Crdt Inst EUR Acc LU2209061675 7.89 - -
  db x-trackers MSCI World Min Vol DR 1C IE00BL25JN58 7.72 44.09 +2.87%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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