InvestWiser

Sydinvest Verden Ligevægt & Value Akk

FundDenmarkTraded in EURDK0060647600
33.30EUR +0.2%
last day · Price as of 14 October 2026

Do you own Sydinvest Verden Ligevægt & Value Akk, or are you thinking about it?

See it next to the rest of your portfolio, or build your first one with Sydinvest Verden Ligevægt & Value Akk and a few more. Free, no card.

Past year against the exchange and Super Stock
Sydinvest Verden Ligevægt & Value Akk+25.8%København (OMXCPI)+2.2%Super Stock+59.1%
17 October 202514 October 2026
All start at 0 % a year ago, with dividends. Super Stock is our model portfolio: the 20 highest-ranked Nordic stocks on quality, value and trend.

In short

  • Sydinvest Verden Ligevægt & Value Akk has risen 25.8% over the past year, including dividends.
  • The trend over the past year is better than 94% of funds and ETFs.
  • The largest fall over the past three years was 18.6%. The price is at its peak now.

Quality, value and trend

Quality is about the company, value about the price you pay, and trend about the share price. Each pillar shows the numbers it is built on. Quality and value come from the shares the fund owns. We cannot see this fund's holdings yet, so here are its trend and risk.

Quality–
The company · Fundamentals: the accounts
  • Debt to equityBorrowings divided by equity–
  • Asset turnoverSales divided by everything the company owns–
  • Return on equityProfit divided by equity–
  • Cash conversionOperating cash flow divided by profit–

The ranking is built on equity ratio, ROA and how steadily profit grows.

Value–
The price · Valuation: the multiples
  • P/BPrice divided by equity–
  • P/SPrice divided by sales–
  • P/EPrice divided by earnings–
  • P/CFPrice divided by operating cash flow–

The ranking is built on P/E, P/B and P/S.

Trend94
The share price · Technical: the price trend
  • 3 months+7.2%
  • 6 months+15.4%
  • 9 months+16.6%
  • 12 months+25.8%

The ranking is built on 3, 6 and 12–1 months.

Return and risk

1 month
+3.6%
3 years, per year
+17.9%
5 years, per year
+11.0%
10 years, per year
+9.5%
Largest fall, 3 years
−18.6%
From a peak to the bottom
From the peak now
0.0%
How far the price is from the peak
Volatility, 1 year
11.3%
How much the price swings over a year
Beta, 1 year
0.27
How much the price moves when the market moves

Return with dividends reinvested.

About the fund

Sydinvest Verden Ligevægt & Value Akk is a fund traded in EUR.

See the full analysis in InvestWiser.

The charts, holdings and the comparison with other funds are in the app.

Free forever · No card

Other funds from Sydinvest

Explore the stock market