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Wealth Invest Optimal Stabil (0P000103GY)

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149.640 +0.290    +0.19%
07:00:00 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  Investin
ISIN:  DK0060518710 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 515.71M
Investin Optimal Stabil 149.640 +0.290 +0.19%

Wealth Invest Optimal Stabil Overview

 
Find basic information about the Wealth Invest Optimal Stabil 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 0P000103GY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DK0060518710)
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Rating
1-Year Change9.05%
Prev. Close149.35
Risk Rating
TTM Yield0%
ROE25.58%
IssuerInvestin
Turnover10%
ROA11.16%
Inception DateDec 04, 2013
Total Assets515.71M
Expenses0.45%
Min. Investment100
Market Cap738.25B
CategoryEUR Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 1019 1095 1055 1134 1355
Fund Return 9.49% 1.91% 9.49% 1.8% 2.55% 3.08%
Place in category 36 55 36 137 72 18
% in Category 4 7 4 17 9 4

Top Equity Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investin Optimal VerdensIndex Moder 1.67B 12.14 2.43 4.98
  Investin K Invest Globale Aktier 800.88M 17.76 10.61 8.29
  Investin K Invest US Small Aktier 493.33M 3.74 -2.04 -
  Investin Active and Index Portfolio 124.7M 13.22 2.63 -
  DK0061272077 103.33M 13.82 -4.37 -

Top Funds for EUR Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sydinvest Konservativ Udb A 3.43B 7.34 0.75 -
  Danske Invest Mix KL 2.53B 8.59 0.75 2.82
  Danske Invest Mix Defensiv KL 1.05B 6.67 0.48 1.69
  Sydinvest Konservativ Akk A 250.59M 7.31 0.77 -
  Lan & Spar MixInvest Balance 20 88.2M 5.24 0.01 1.64

Top Holdings

Name ISIN Weight % Last Change %
Jyske Realkredit A/S 4% DK0009413528 12.66 - -
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 9.09 10.54 0.00%
Realkredit Danmark A/S 4% DK0004627130 7.97 - -
Nykredit Realkredit A/S 4% DK0009541872 7.61 - -
  db x-trackers II iBoxx EUR High LU1109942653 6.85 16.12 +0.19%

Technical Summary

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