Fund report

UCITS · Denmark · Distributing

SPAMM DK0060623262

Sparinv Mix Mellem Risiko KL A
Sparinvest

3,633 holdings as of 2026-06-30 · top 10 = 11.7% · TER 1.32% · P/E 23.6

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Concentration
Well diversifiedtop 10 = 11.7%
diversifiedconcentrated
GROWTH · NAV (DKK)rebased to 0%
Holdings
3,633
as of 2026-06-30
Top 10
11.7%
TER
1.32%
cheaper than 8% of peers
Net assets
DKK 2.10B
reported in DKK
Largest
2.4%
P / E
23.6
covers 35% 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
7.8%
02Valuation and performance
market price return · as of 2026-09-11
1M
-1.8%
3M
-0.2%
6M
+5.4%
YTD
+2.6%
1Y
+4.5%
Valuation1,159 companies covered · weighted, profitable holdings only
23.6
price / earnings
MethodologyCompany-data coverageThe rest is 1% loss-making companies, which carry no P/E by the positive-earner convention; 60% bonds, cash or other non-equity; 3% 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 36% by weight
3.02
price / book
covers 34% 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
10.10% Denmark I/L Government Bond 2030 DK
2.4
2Nvidia Corp USNVDA
2.0
3Apple Inc USAAPL
1.5
4Amazon.com Inc USAMZN
1.1
52.25% Denmark Government Bond 2033 DK
1.0
62.25% Denmark Government Bond 2035 DK
0.9
74.00% Nordea Kredit Realkreditaktieselskab 2056 DK
0.7
84.00% Realkredit Danmark A/S 2056 DK
0.7
9Broadcom Inc USAVGO
0.7
103.50% Nykredit Realkredit A/S 2056 DK
0.7
111.00% Nykredit Realkredit A/S 2030 DK
0.7
12Microsoft Corp USMSFT
0.6
131.00% Nordea Kredit Realkreditaktieselskab 2030 DK
0.6
14Alphabet Inc USGOOGL
0.6
152.68% Realkredit Danmark A/S 2029 DK
0.5
16Advanced Micro Devices USAMD
0.5
171.50% Realkredit Danmark A/S 2053 DK
0.5
180.50% Nordea Kredit Realkreditaktieselskab 2040 DK
0.5
192.47% Kreditanstalt fuer Wiederaufbau 2032 DE
0.4
20Danske Bank A/S DKDANBNK
0.4
210.50% Realkredit Danmark A/S 2050 DK
0.4
22Eli Lilly & Co USLLY
0.4
23Citigroup Inc USC
0.4
241.00% Nordea Kredit Realkreditaktieselskab 2053 DK
0.4
25Micron Technology Inc USMU
0.4
263.09% Danmarks Skibskredit A/S 2030 DK
0.4
271.50% Nordea Kredit Realkreditaktieselskab 2053 DK
0.4
28TESLA INC USTSLA
0.4
29SIEMENS ENERGY AG DEENR.GR
0.4
301.00% Realkredit Danmark A/S 2031 DK
0.3
31General Electric Co USGE
0.3
321.50% Realkredit Danmark A/S 2050 DK
0.3
33GE Vernova Inc USGEV
0.3
34Visa Inc USV
0.3
350.50% Nykredit Realkredit A/S 2040 DK
0.3
361.00% Nordea Kredit Realkreditaktieselskab 2031 DK
0.3
37ASML Holding NV NLASML
0.3
38DSV A/S DK
0.3
39Travelers Cos Inc/The USTRV
0.3
400.50% Nordea Kredit Realkreditaktieselskab 2053 DK
0.3
41JPMorgan Chase & Co USJPM
0.3
423.09% Danmarks Skibskredit A/S 2029 DK
0.3
43SK hynix Inc KR000660.KS
0.3
44Rolls-Royce Holdings PLC GBROLLS
0.3
452.48% Realkredit Danmark A/S 2030 DK
0.3
46CVS Health Corp USCVS
0.2
471.00% Nordea Kredit Realkreditaktieselskab 2028 DK
0.2
481.00% Realkredit Danmark A/S 2043 DK
0.2
493.50% Nykredit Realkredit A/S 2046 DK
0.2
500.50% Realkredit Danmark A/S 2043 DK
0.2
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04Exposure
Equity 39.7%Other 60.0%
By sector
Technology12.3%
Financial Services7.1%
Industrials5.1%
Healthcare3.4%
Consumer Cyclical3.4%
Communication Services3.1%
Consumer Defensive2.0%
Materials1.7%
Energy0.6%
Utilities0.5%
Real Estate0.4%
By country
DKDenmark42.3%
USUnited States31.2%
DEGermany2.5%
FRFrance2.2%
JPJapan2.2%
GBUnited Kingdom2.0%
NLNetherlands1.7%
TWTaiwan1.5%
CurrencyDKK 42.3% USD 32.0% EUR 9.2% JPY 2.2% GBP 2.0%
06Where it trades
1 exchange
ExchangeMICListed since
Nasdaq CopenhagenXCSE2015-06-01

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