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Wealth Invest Aktiv Balance (0P00013WM7)

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Condition

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159.310 -0.500    -0.31%
13/11 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
ISIN:  DK0060575942 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 73.75M
Investin Aktiv Balance 159.310 -0.500 -0.31%

0P00013WM7 Overview

 
Find basic information about the Wealth Invest Aktiv Balance 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 0P00013WM7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.79%
Prev. Close159.81
Risk Rating
TTM Yield0%
ROE25.12%
IssuerN/A
Turnover6%
ROA9.90%
Inception DateSep 26, 2014
Total Assets73.75M
Expenses1.21%
Min. Investment100
Market Cap632.89B
CategoryEUR Moderate Allocation - Global
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Wealth Invest Aktiv Balance Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1041 1026 1125 1069 1201 -
Fund Return 4.11% 2.6% 12.47% 2.24% 3.72% -
Place in category 427 624 253 416 448 -
% in Category 17 23 10 21 24 -

Top Equity Funds by Wealth Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investin Optimal VerdensIndex Moder 1.67B 9.36 2.29 4.85
  Investin K Invest Globale Aktier 775.2M -14.45 -0.33 -
  Investin Optimal Stabil 522.5M 7.44 2.17 3.02
  Investin K Invest EM Aktier 229.01M 4.59 7.51 -
  Investin K Invest US Small Aktier 525.09M 29.52 18.89 -

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LD Aktier Obligationer 22B 6.65 3.27 4.34
  Sparinvest SICAV Balance DKK R 2.58B 8.24 2.67 3.57
  Jyske Portefolje Balanceret Akk KL 14.51B 8.35 1.84 3.58
  Nordea Invest Basis 3 Acc 12.28B 2.90 3.78 6.03
  Nordea Invest Basis 2 Acc 9.95B 1.06 0.82 3.76

Top Holdings

Name ISIN Weight % Last Change %
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 15.00 10.27 -0.43%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 13.29 11.54 -0.41%
Nykredit Realkredit A/S 5% DK0009539116 7.40 - -
  Sparinvest INDEX OMX C25 KL DK0060442556 5.66 268.230 -0.64%
  iShares MSCI EM ESG Enhanced UCITS ETF USD Acc IE00BHZPJ239 5.62 5.46 -0.27%

Technical Summary

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