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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Copenhagen

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217.330 +0.500 +0.23%

14/03 - Closed. Currency in DKK

Morningstar Rating:
Total Assets: 1.6B

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060254712

Asset Class: Equity

General
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Technical
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0P0000Q3TO Holdings

Comprehensive information about top holdings and Key Holding Information for the Investin Optimal VerdensIndex Moderat (0P0000Q3TO) fund. Our Investin Optimal VerdensIndex Moderat 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	1.340	1.720	0.380
Stocks	50.500	50.500	0.000
Bonds	46.630	46.630	0.000
Convertible	0.140	0.140	0.000
Other	1.390	1.390	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.156	16.980
Price to Book	2.614	2.607
Price to Sales	2.252	1.891
Price to Cash Flow	12.554	10.923
Dividend Yield	2.315	2.400
5 Years Earnings Growth	10.144	10.564

Sector Allocation

Name	Net %	Category Average
Technology	25.290	21.046
Financial Services	15.380	16.145
Healthcare	12.710	12.195
Industrials	11.770	11.913
Consumer Cyclical	9.850	11.004
Communication Services	7.500	7.074
Real Estate	4.950	3.572
Consumer Defensive	4.770	7.179
Basic Materials	3.130	4.868
Utilities	2.780	3.308
Energy	1.860	3.862

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ908	14.17	9.32	+1.30%
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	7.28	10.51	+1.35%
Realkredit Danmark A/S 4%	DK0004627130	6.79	-	-
Jyske Realkredit A/S 4%	DK0009413528	6.40	-	-
Nykredit Realkredit A/S 5%	DK0009539116	5.13	-	-
db x-trackers II iBoxx EUR High	LU1109942653	5.04	15.91	+0.13%
Sparinvest INDEX OMX C25 KL	DK0060442556	4.32	246.440	+1.16%
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc	IE00BHZPJ239	4.30	5.58	+1.64%
Nykredit Realkredit A/S 4%	DK0009537417	3.80	-	-
Nykredit Realkredit A/S 4%	DK0009541872	3.70	-	-

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin K Invest Globale Aktier	738.41M	17.76	10.61	8.29
Investin Optimal Stabil	504.52M	1.35	3.23	3.00
Investin K Invest US Small Aktier	457.74M	3.74	-2.04	-
Investin Active and Index Portfolio	128.51M	13.22	2.63	-
DK0061272077	99.5M	13.82	-4.37	-

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