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Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

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222.010 -0.210    -0.09%
00:00:00 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  Investin
ISIN:  DK0060254712 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.67B
Investin Optimal VerdensIndex Moderat 222.010 -0.210 -0.09%

Wealth Invest Optimal Verdensindex Moderat Overview

 
Find basic information about the Wealth Invest Optimal Verdensindex Moderat 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 0P0000Q3TO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DK0060254712)
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Rating
1-Year Change15.41%
Prev. Close222.22
Risk Rating
TTM Yield0%
ROE25.34%
IssuerInvestin
Turnover7%
ROA10.86%
Inception DateSep 27, 2010
Total Assets1.67B
Expenses0.44%
Min. Investment100
Market Cap673.49B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1094 1012 1173 1070 1244 1605
Fund Return 9.36% 1.22% 17.33% 2.29% 4.46% 4.85%
Place in category 481 1118 709 420 386 134
% in Category 17 38 23 19 20 12

Top Equity Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investin K Invest Globale Aktier 768.82M -14.45 -0.33 -
  Investin Optimal Stabil 522.54M 7.44 2.17 3.02
  Investin K Invest EM Aktier 227.88M 4.59 7.51 -
  Investin K Invest US Small Aktier 517.71M 29.52 18.89 -
  DK0061272077 112.08M -2.52 2.89 -

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LD Aktier Obligationer 21.67B 6.65 3.27 4.34
  Sparinvest SICAV Balance DKK R 2.58B 7.46 1.77 3.46
  Jyske Portefolje Balanceret Akk KL 14.45B 8.35 1.84 3.58
  Nordea Invest Basis 3 Acc 12.27B 2.90 3.78 6.03
  Nordea Invest Basis 2 Acc 9.91B 1.06 0.82 3.76

Top Holdings

Name ISIN Weight % Last Change %
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 12.64 10.29 +1.38%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 8.25 11.57 +1.49%
Realkredit Danmark A/S 4% DK0004627130 7.03 - -
Nykredit Realkredit A/S 5% DK0009539116 5.76 - -
  db x-trackers II iBoxx EUR High LU1109942653 5.06 15.90 +0.32%

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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