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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

Type: Fund

Market: Denmark

Issuer: Investin

ISIN: DK0060518710

Asset Class: Equity

Morningstar Rating:
Total Assets: 515.3M

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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	15.278
Price to Book	2.614	2.203
Price to Sales	2.185	1.541
Price to Cash Flow	12.463	9.579
Dividend Yield	2.276	3.006
5 Years Earnings Growth	11.086	10.504

Sector Allocation

Name	Net %	Category Average
Technology	25.360	17.254
Financial Services	14.880	16.944
Healthcare	12.960	12.208
Industrials	12.230	15.085
Consumer Cyclical	9.650	10.681
Communication Services	6.860	6.397
Consumer Defensive	5.050	7.312
Real Estate	4.570	2.850
Basic Materials	3.310	6.017
Utilities	3.080	4.789
Energy	2.040	4.663

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	11.74	-0.66%

Top Equity Funds by Wealth Invest

Name	Total Assets	YTD%	3Y%	10Y%
Investin Optimal VerdensIndex Moder	1.66B	12.83	3.31	5.05
Investin K Invest Globale Aktier	764.95M	14.91	10.79	8.32
Investin K Invest US Small Aktier	469.03M	1.18	-2.05	-
Investin K Invest EM Aktier	89.25M	11.41	-7.18	-
Investin Active and Index Portfolio	117.15M	13.98	3.63	-

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Recent Quotes

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