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Wealth Invest Optimal Mix Kl (0P000103GZ)

Copenhagen

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200.150 -0.110 -0.05%

20/01 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 370.05M

Type: Fund

Market: Denmark

Issuer: Investin

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	1.070	1.800	0.730
Stocks	60.640	60.640	0.000
Bonds	34.710	34.710	0.000
Convertible	0.080	0.080	0.000
Other	3.500	3.500	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.699	16.766
Price to Book	2.494	2.566
Price to Sales	2.133	1.873
Price to Cash Flow	12.511	10.851
Dividend Yield	2.320	2.433
5 Years Earnings Growth	11.075	10.947

Sector Allocation

Name	Net %	Category Average
Technology	24.400	20.954
Financial Services	16.550	15.798
Healthcare	12.010	12.439
Industrials	11.180	11.789
Consumer Cyclical	10.460	10.766
Communication Services	6.810	6.939
Real Estate	5.330	3.867
Consumer Defensive	4.830	7.331
Basic Materials	3.460	4.997
Utilities	2.920	3.461
Energy	2.040	3.956

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	17.49	11.89	-0.67%
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	13.54	10.52	-0.75%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	6.23	5.57	+0.36%
Nykredit Realkredit A/S 5%	DK0009539116	5.79	-	-
Sparinvest INDEX OMX C25 KL	DK0060442556	5.22	256.510	+0.13%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ783	5.05	7.71	+0.13%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR Acc	IE00BHZPJ015	4.32	8.06	+0.37%
db x-trackers II iBoxx EUR High	LU1109942653	4.16	16.03	+0.06%
Jyske Realkredit A/S 4%	DK0009413528	4.07	-	-
Jyske Realkredit A/S 5%	DK0009409922	3.71	-	-

Top Other Funds by Wealth Invest

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	DK0060946192		237.77M	16.87	5.43	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	200.150	-0.110	-0.05%
	DWS Dynamic Oppor.	63.680	-0.040	-0.06%