Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Wealth Invest Optimal Verdensindex Moderat (0P0000Q3TO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
223.590 +1.580    +0.71%
22/11 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
ISIN:  DK0060254712 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.68B
Investin Optimal VerdensIndex Moderat 223.590 +1.580 +0.71%

0P0000Q3TO 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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change16.42%
Prev. Close222.01
Risk Rating
TTM Yield0%
ROE25.34%
IssuerN/A
Turnover7%
ROA10.86%
Inception DateSep 27, 2010
Total Assets1.68B
Expenses0.44%
Min. Investment100
Market Cap673.49B
CategoryEUR Moderate Allocation - Global
What is your sentiment on Investin Optimal VerdensIndex Moderat?
or
Market is currently closed. Voting is open during market hours.

Wealth Invest Optimal Verdensindex Moderat Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

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 783.16M 14.91 10.79 8.32
  Investin K Invest US Small Aktier 530.31M 1.18 -2.05 -
  Investin Optimal Stabil 525.3M 7.44 2.17 3.02
  Investin K Invest EM Aktier 229.42M 11.41 -7.18 -
  DK0061272077 113.81M 9.16 -4.42 -

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 2.59B 7.46 1.77 3.46
  Jyske Portefolje Balanceret Akk KL 14.58B 8.35 1.84 3.58
  Nordea Invest Basis 3 Acc 12.4B 2.90 3.78 6.03
  Nordea Invest Basis 2 Acc 9.98B 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 10.42 +1.26%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 8.25 11.71 +1.21%
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 15.91 +0.06%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000Q3TO Comments

Write your thoughts about Wealth Invest Optimal Verdensindex Moderat
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email