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Wealth Invest Optimal Stabil (0P000103GY)

Copenhagen

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140.730 -0.100 -0.07%

06:00:00 - Closed. Currency in DKK ( Disclaimer )

Morningstar Rating:
Total Assets: 495.02M

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

Name	Net %	Long %	Short %
Cash	4.290	6.770	2.480
Shares	27.460	27.460	0.000
Bonds	68.100	68.100	0.000
Convertible	0.100	0.100	0.000
Other	0.040	0.040	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.751	15.126
Price to Book	2.474	2.134
Price to Sales	1.989	1.435
Price to Cash Flow	11.804	9.062
Dividend Yield	2.340	3.000
5 Years Earnings Growth	11.733	10.671

Sector Allocation

Name	Net %	Category Average
Technology	22.020	16.617
Healthcare	15.000	12.663
Financial Services	14.390	16.733
Industrials	12.560	14.399
Consumer Cyclical	9.980	11.384
Communication Services	7.010	6.224
Consumer Defensive	5.770	8.088
Real Estate	4.400	2.721
Basic Materials	3.890	6.285
Utilities	2.570	4.649
Energy	2.400	4.963

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	7.49	8.85	0.02%
Realkredit Danmark A/S 4%	DK0004627130	7.48	-	-
Jyske Realkredit A/S 5%	DK0009409922	7.08	-	-
db x-trackers II iBoxx EUR High	LU1109942653	7.00	15.61	+0.04%
Nykredit Realkredit A/S 4%	DK0009541872	6.72	-	-
Nykredit Realkredit A/S 4%	DK0009537417	5.02	-	-
Nykredit Realkredit A/S 5%	DK0009539116	4.90	-	-
iShares MSCI USA ESG Screened UCITS Acc	IE00BFNM3G45	4.13	9.89	+0.12%
Realkredit Danmark A/S 1%	DK0009295222	4.00	-	-
iShares Euro Corp Bnd Sustain Screen 0-3y	IE00BYZTVV78	3.88	4.888	+0.02%

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.62B	3.57	2.24	5.01
Investin K Invest Globale Aktier	496.9M	-14.45	-0.33	-
Investin K Invest EM Aktier	285.46M	4.59	7.51	-
Investin K Invest US Small Aktier	484.62M	29.52	18.89	-
DK0061272077	127.44M	-2.52	2.89	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Investin Optimal .	140.730	-0.100	-0.07%
	LDCOY	2.178	0.000	0.00%