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Independent Global Esg (0P00000HBM)

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76,090.000 +1139.000    +1.52%
22/11 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  Independent Invest
ISIN:  DK0060549277 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 462.31M
Independent Global 76,090.000 +1139.000 +1.52%

Independent Global Esg Overview

 
Find basic information about the Independent Global Esg mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000HBM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DK0060549277)
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Rating
1-Year Change9.45%
Prev. Close74,951
Risk Rating
TTM Yield4.10%
ROE30.80%
IssuerIndependent Invest
Turnover15%
ROA12.96%
Inception DateNov 12, 2003
Total Assets462.31M
Expenses1.96%
Min. Investment25,000
Market Cap476.55B
CategoryGlobal Large - Cap Growth Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 964 1133 1042 1463 2148
Fund Return 5.35% -3.59% 13.31% 1.37% 7.9% 7.95%
Place in category 2786 3017 2883 1512 1323 654
% in Category 94 99 98 62 74 79

Top Equity Funds by Independent Invest, Værdipapirfonden

  Name Rating Total Assets YTD% 3Y% 10Y%
  Independent Generations 335.06M 10.23 4.75 5.22

Top Funds for Global Large-Cap Growth Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BLS Invest Globale Aktier Akk 6B 8.94 8.16 -
  C WorldWide Globale Aktier KL 4.5B 6.77 6.47 11.11
  BLS Invest Globale Aktier KL 4.2B 5.94 5.13 11.86
  MMI Globale Aktier Akk Harding L 4.05B 13.46 1.93 10.18
  MMI Globale Aktier Harding Loevne 3.68B 13.34 1.99 10.16

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 7.93 417.00 +1.00%
  Mastercard US57636Q1040 6.35 520.86 +1.12%
  Adidas DE000A1EWWW0 6.29 214.40 +1.56%
Alimentation Couche-Tard Inc Class B CA01626P4033 5.90 - -
  Humana US4448591028 5.81 298.11 +0.81%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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