Fund report

UCITS · Denmark · Distributing

SPAMH DK0060623346

Sparinv Mix Høj Risiko KL A
Sparinvest

5,163 holdings as of 2026-06-30 · top 10 = 13.2% · TER 1.56% · P/E 23.5

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Concentration
Well diversifiedtop 10 = 13.2%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
5,163
as of 2026-06-30
Top 10
13.2%
TER
1.56%
cheaper than 2% of peers
Net assets
DKK 667M
reported in DKK
Largest
2.9%
P / E
23.5
covers 50% by weight
01Overview
the fund's regulatory facts
Distribution
Distributing
Fund currency
DKK
Domicile
Denmark
Structure
Open-ended
First listed
2015-06-01
Volatility 1Y
10.2%
02Valuation and performance
market price return · as of 2026-09-11
1M
-1.5%
3M
+0.8%
6M
+8.2%
YTD
+4.4%
1Y
+7.2%
Valuation1,161 companies covered · weighted, profitable holdings only
23.5
price / earnings
MethodologyCompany-data coverageThe rest is 2% loss-making companies, which carry no P/E by the positive-earner convention; 43% bonds, cash or other non-equity; 5% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
3.8%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 52% by weight
2.95
price / book
covers 49% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-06-30
#CompanyIdentifierWeight
1Nvidia Corp USNVDA
2.9
2Apple Inc USAAPL
2.2
30.10% Denmark I/L Government Bond 2030 DK
1.8
4Amazon.com Inc USAMZN
1.5
5Broadcom Inc USAVGO
1.0
6Microsoft Corp USMSFT
0.8
7Alphabet Inc USGOOGL
0.8
82.25% Denmark Government Bond 2035 DK
0.8
9Advanced Micro Devices USAMD
0.7
101.00% Nykredit Realkredit A/S 2030 DK
0.7
11Danske Bank A/S DKDANBNK
0.6
12Citigroup Inc USC
0.6
13Eli Lilly & Co USLLY
0.6
14Micron Technology Inc USMU
0.6
154.00% Realkredit Danmark A/S 2056 DK
0.6
16SIEMENS ENERGY AG DEENR.GR
0.5
174.00% Nordea Kredit Realkreditaktieselskab 2056 DK
0.5
18TESLA INC USTSLA
0.5
192.25% Denmark Government Bond 2033 DK
0.5
20General Electric Co USGE
0.5
213.50% Nykredit Realkredit A/S 2056 DK
0.5
22GE Vernova Inc USGEV
0.4
231.50% Realkredit Danmark A/S 2053 DK
0.4
24DSV A/S DK
0.4
25Visa Inc USV
0.4
26ASML Holding NV NLASML
0.4
27Travelers Cos Inc/The USTRV
0.4
28JPMorgan Chase & Co USJPM
0.4
29SK hynix Inc KR000660.KS
0.4
30Rolls-Royce Holdings PLC GBROLLS
0.4
31CVS Health Corp USCVS
0.4
32Taiwan Semiconductor Manufacturing Co., Ltd. TW2330
0.3
33Hewlett Packard Enterprise Co USHPE
0.3
34AT&T Inc UST
0.3
35Wells Fargo & Co USWFC
0.3
36Owens Corning USOC
0.3
37UBS Group AG CHUBS
0.3
38Regions Financial Corp USRF
0.3
391.50% Nordea Kredit Realkreditaktieselskab 2053 DK
0.3
40eBay Inc USEBAY
0.3
41MetLife Inc USMET
0.3
42Vestas Wind Systems A/S DKVWSDC
0.3
43International Flavors & Fragrances Inc USIFF
0.3
441.00% Nordea Kredit Realkreditaktieselskab 2053 DK
0.3
45ASM International N.V. NLASM.NA
0.3
460.50% Nykredit Realkredit A/S 2040 DK
0.3
47Advantest Corp JP6857.JP
0.3
48Morgan Stanley USMS
0.3
49Mitsubishi UFJ Financial Group JPMUFG
0.3
50Johnson & Johnson USJNJ
0.3
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04Exposure
Equity 57.1%Other 42.5%
By sector
Technology17.6%
Financial Services10.2%
Industrials7.4%
Healthcare4.8%
Consumer Cyclical4.8%
Communication Services4.4%
Consumer Defensive2.9%
Materials2.4%
Energy0.8%
Utilities0.7%
Real Estate0.5%
By country
USUnited States39.9%
DKDenmark30.6%
JPJapan2.9%
FRFrance2.5%
DEGermany2.5%
GBUnited Kingdom2.4%
NLNetherlands2.3%
TWTaiwan2.1%
CurrencyUSD 40.9% DKK 30.6% EUR 10.3% JPY 2.9% GBP 2.4%
06Where it trades
1 exchange
ExchangeMICListed since
Nasdaq CopenhagenXCSE2015-06-01

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