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Wealth Invest Optimal Stabil (0P000103GY)

Copenhagen

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149.060 +0.680 +0.46%

02/01 - Delayed Data. Currency in DKK

Morningstar Rating:
Total Assets: 515.3M

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060518710

Asset Class: Equity

General
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0P000103GY Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Optimal Stabil (0P000103GY) fund. Our Investin Optimal Stabil 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	1.610	2.390	0.780
Stocks	28.030	28.030	0.000
Bonds	67.770	67.770	0.000
Convertible	0.130	0.130	0.000
Other	2.450	2.450	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.954	15.272
Price to Book	2.614	2.203
Price to Sales	2.185	1.541
Price to Cash Flow	12.463	9.606
Dividend Yield	2.276	3.001
5 Years Earnings Growth	11.086	10.492

Sector Allocation

Name	Net %	Category Average
Technology	25.360	17.246
Financial Services	14.880	16.976
Healthcare	12.960	12.222
Industrials	12.230	15.094
Consumer Cyclical	9.650	10.644
Communication Services	6.860	6.408
Consumer Defensive	5.050	7.321
Real Estate	4.570	2.830
Basic Materials	3.310	6.024
Utilities	3.080	4.767
Energy	2.040	4.666

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Jyske Realkredit A/S 4%	DK0009413528	12.41	-	-
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	8.99	10.41	-0.65%
Realkredit Danmark A/S 4%	DK0004627130	7.83	-	-
Nykredit Realkredit A/S 4%	DK0009541872	7.48	-	-
db x-trackers II iBoxx EUR High	LU1109942653	6.67	16.03	-0.17%
Jyske Realkredit A/S 5%	DK0009409922	6.52	-	-
Nykredit Realkredit A/S 4%	DK0009537417	4.84	-	-
Nykredit Realkredit A/S 5%	DK0009539116	4.41	-	-
Realkredit Danmark A/S 4%	DK0004623659	3.26	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	3.20	11.73	-0.68%

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.68B	12.83	3.31	5.05
Investin K Invest Globale Aktier	569.51M	14.91	10.79	8.32
Investin K Invest US Small Aktier	520.17M	1.18	-2.05	-
Investin K Invest EM Aktier	238.65M	11.41	-7.18	-
Investin Active and Index Portfolio	114.73M	13.98	3.63	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	149.060	+0.680	+0.46%