Fund report

UCITS · Denmark · Accumulating

SPVIGC DK0060748127

Sparindex INDEX Glob Akt Min. Ris Akk KL
Sparinvest

217 holdings as of 2026-06-30 · top 10 = 14.8% · TER 0.50% · P/E 24.4

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Concentration
Well diversifiedtop 10 = 14.8%
diversifiedconcentrated
GROWTH · NAV (DKK)rebased to 0%
Holdings
217
as of 2026-06-30
Top 10
14.8%
TER
0.50%
cheaper than 15% of peers
Net assets
DKK 1.62B
reported in DKK
Largest
1.7%
P / E
24.4
covers 84% by weight
01Overview
the fund's regulatory facts
Distribution
Accumulating
Fund currency
DKK
Domicile
Denmark
Structure
Open-ended
First listed
2017-11-30
Volatility 1Y
7.2%
02Valuation and performance
market price return · as of 2026-09-11
1M
-1.9%
3M
+1.5%
6M
+2.8%
YTD
+6.6%
1Y
+8.4%
Valuation169 companies covered · weighted, profitable holdings only
24.4
price / earnings
MethodologyCompany-data coverageThe rest is 2% loss-making companies, which carry no P/E by the positive-earner convention; 7% bonds, cash or other non-equity; 8% cannot be reliably linked to the financial and market data used in this analysis. We exclude uncertain matches rather than estimate them.
4.0%
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 86% by weight
3.70
price / book
covers 76% 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
1Iberdrola SA ESIBE.SM
1.7
2Johnson & Johnson USJNJ
1.6
3Chubb Limited CHCB
1.6
4Coca-Cola Co/The USKO
1.5
5Novartis AG CHNOVNVX
1.4
6McDonald's Corp USMCD
1.4
7Apple Inc USAAPL
1.4
8Walmart Inc USWMT
1.4
9Berkshire Hathaway Inc USBRK
1.4
10Welltower Inc USWELL
1.4
11Cisco Systems Inc USCSCO
1.4
12Procter & Gamble Co/The USPG
1.3
13Waste Management Inc USWM
1.3
14Realty Income Corp USO
1.3
15Roche Holding Ag USROSW
1.3
16Microsoft Corp USMSFT
1.2
17Merck KGaA USMRK
1.2
18Visa Inc USV
1.2
19Nvidia Corp USNVDA
1.1
20Colgate-Palmolive Co USCL
1.1
21Automatic Data Processing Inc USADP
1.1
22CME Group Inc USCME
1.1
23PepsiCo Inc USPEP
1.1
24Motorola Solutions Inc USMSI
1.0
25International Business Machines Corp USIBM
1.0
26TotalEnergies SE FRTTE.FP
1.0
27Zurich Insurance Group Ag CHZURN.SW
1.0
28TE CONNECTIVITY PLC CHTEL
1.0
29AbbVie Inc USABBV
1.0
30Mastercard Inc USMA
1.0
31Entergy Corp USETR
0.9
32Republic Services Inc USRSG
0.9
33Takeda Pharmaceutical Co Ltd JPTACHEM
0.9
34Alphabet Inc USGOOGL
0.9
35Orange SA FRORAFP
0.9
36Linde PLC IELIN
0.9
37CONSOLIDATED EDISON, INC. USED
0.9
38Verizon Communications Inc USVZ
0.8
39Garmin Ltd. CHGRMN
0.8
40Murata Manufacturing Co Ltd JP
0.8
41Applied Materials Inc USAMAT
0.8
42Softbank Corp JPSOBKCO
0.8
43Broadcom Inc USAVGO
0.8
44LAM RESEARCH CORP USLRCX
0.7
45NEXTERA ENERGY INC USNEE
0.7
46KDDI Corp JP9433.JP
0.7
47O'Reilly Automotive Inc USORLY
0.7
48AT&T Inc UST
0.7
49Roper Technologies Inc USROP
0.7
50Deutsche Telekom AG DEDT
0.7
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04Exposure
Equity 93.5%Other 6.5%
By sector
Technology20.9%
Healthcare13.8%
Financial Services11.7%
Consumer Defensive9.6%
Industrials8.2%
Communication Services7.7%
Utilities6.6%
Consumer Cyclical5.8%
Real Estate4.3%
Materials2.9%
Energy1.4%
By country
USUnited States64.7%
JPJapan10.9%
CHSwitzerland6.3%
FRFrance3.4%
ESSpain2.0%
DEGermany1.8%
GBUnited Kingdom1.5%
NLNetherlands1.5%
CurrencyUSD 64.7% EUR 11.0% JPY 10.9% CHF 6.3% GBP 1.5%
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Ranked by how much of their holdings you already own through this fund. Overlap by weight where shown.

06Where it trades
1 exchange
ExchangeMICListed since
Nasdaq CopenhagenXCSE2017-11-30

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