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Wealth Invest Aktiv Balance (0P00013WM7)

Copenhagen

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153.560 +0.680 +0.44%

01:00:00 - Closed. Currency in DKK ( Disclaimer )

Morningstar Rating:
Total Assets: 69.7M

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060575942

Asset Class: Equity

General
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0P00013WM7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Aktiv Balance (0P00013WM7) fund. Our Investin Aktiv Balance portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.510	3.280	1.770
Stocks	56.950	56.950	0.000
Bonds	41.410	41.410	0.000
Convertible	0.100	0.100	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.709	16.708
Price to Book	2.420	2.440
Price to Sales	1.953	1.757
Price to Cash Flow	11.818	10.323
Dividend Yield	2.297	2.481
5 Years Earnings Growth	11.557	10.981

Sector Allocation

Name	Net %	Category Average
Technology	22.880	20.037
Financial Services	14.270	15.328
Healthcare	13.240	12.804
Industrials	12.370	12.135
Consumer Cyclical	10.370	10.835
Communication Services	6.390	6.788
Consumer Defensive	5.600	7.761
Real Estate	4.450	3.705
Basic Materials	4.040	5.177
Utilities	3.920	3.363
Energy	2.470	4.273

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	15.00	9.19	+0.44%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	13.29	10.27	+0.49%
Nykredit Realkredit A/S 5%	DK0009539116	7.40	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	5.66	286.990	+1.19%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	5.62	5.27	+0.38%
db x-trackers II iBoxx EUR High	LU1109942653	5.41	15.83	+0.25%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ015	4.53	7.68	+1.32%
Jyske Realkredit A/S 5%	DK0009409922	4.24	-	-
Realkredit Danmark A/S 4%	DK0004627130	4.14	-	-
Vanguard FTSE Japan USD	IE00B95PGT31	3.79	36.76	+0.11%

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.63B	6.90	2.45	5.01
Investin K Invest Globale Aktier	687.55M	-14.45	-0.33	-
Investin Optimal Stabil	501.57M	2.43	1.09	2.94
Investin K Invest EM Aktier	273.18M	4.59	7.51	-
Investin K Invest US Small Aktier	479.54M	29.52	18.89	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Aktiv Ba.	153.560	+0.680	+0.44%