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Wealth Invest Optimal Mix Kl (0P000103GZ)

Copenhagen

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203.250 +0.070 +0.03%

21/02 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 375.78M

Type: Fund

Market: Denmark

ISIN: DK0060518983

Asset Class: Other

General
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0P000103GZ Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Optimal Livscyklus 2030-40 (0P000103GZ) fund. Our Investin Optimal Livscyklus 2030-40 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	2.650	3.580	0.930
Stocks	60.120	60.120	0.000
Bonds	33.620	33.620	0.000
Convertible	0.080	0.080	0.000
Other	3.530	3.530	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.375	16.825
Price to Book	2.466	2.586
Price to Sales	2.116	1.877
Price to Cash Flow	12.521	10.868
Dividend Yield	2.357	2.415
5 Years Earnings Growth	10.368	10.644

Sector Allocation

Name	Net %	Category Average
Technology	25.020	21.067
Financial Services	16.450	16.101
Healthcare	11.650	12.157
Industrials	10.910	11.930
Consumer Cyclical	10.890	10.960
Communication Services	7.070	7.040
Real Estate	5.100	3.604
Consumer Defensive	4.780	7.321
Basic Materials	3.290	4.887
Utilities	2.910	3.367
Energy	1.930	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: 37

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	17.00	11.95	+0.08%
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.53	10.53	+0.10%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	6.28	5.91	+1.37%
Nykredit Realkredit A/S 5%	DK0009539116	5.33	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	5.05	254.440	+0.82%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ783	5.05	8.15	+0.74%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ015	4.41	8.48	+0.59%
db x-trackers II iBoxx EUR High	LU1109942653	4.22	16.06	+0.06%
Jyske Realkredit A/S 4%	DK0009413528	4.10	-	-
Jyske Realkredit A/S 5%	DK0009409922	3.50	-	-

Top Other Funds by Wealth Invest

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	DK0060946192		263.22M	15.97	4.18	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	203.250	+0.070	+0.03%