Asien - porteføljen pr. 30. juni 2026

Region Selskab Vægt Benchmark
Indien
AIA Engineering
Amber Enterprises India
Apar Industries
Computer Age Management Services
Godrej Properties
HDFC Bank
ICICI Bank
Indian Hotels
Phoenix Mills
Prestige Estates Projects
State Bank of India
Titan
13,0 12,4
Kina & Hong Kong
AIA Group
Alibaba Group Holding
Anta Sports Products
BYD Co Ltd
CATL
China Merchants
China Overseas Land & Investment
Full Truck Alliance
Hesai Group
Hong Kong Exchanges & Clearing
InnoScience Suzhou Technology
NAURA Technology Group
Ping An Insurance
Sany Heavy Industry
SITC International Holdings
Sun Hung Kai Properties
Sunny Optical Tech
Techtronic Industries
Tencent Holdings
Trip.com
26,7 24,3
Korea
Cosmax
HD Hyundai Electric
HPSP
Leeno Industrial
Park Systems
Samsung Electronics
SK Hynix
23,2 26,4
MTIP
Bank Central Asia
CP ALL
Intl Container Terminal
Pakuwon Jati TBK
2,8 2,9
Singapore
DBS Group
Sea
3,4 3,3
Taiwan
Accton Technology
Advantech
Airtac International Group
ASE Technology Holding
Asia Vital Components
BizLink
Chroma ATE
Delta Electronic
MediaTek
TSMC
31,0 30,5

Sektorfordeling

Sektor Selskab Vægt Benchmark
Ejendomme
China Overseas Land & Investment
Godrej Properties
Pakuwon Jati TBK
Phoenix Mills
Prestige Estates Projects
Sun Hung Kai Properties
5,2 1,3
Energi 0,0 2,0
Finans
AIA Group
Bank Central Asia
China Merchants
DBS Group
HDFC Bank
Hong Kong Exchanges & Clearing
ICICI Bank
Ping An Insurance
State Bank of India
13,6 16,2
Forbrugsgoder - cykliske
Alibaba Group Holding
Amber Enterprises India
Anta Sports Products
Hesai Group
Indian Hotels
Titan
Trip.com
7,2 7,7
Forbrugsgoder - defensive
Cosmax
CP ALL
1,2 1,9
Industri og Service
AIA Engineering
Airtac International Group
Apar Industries
BizLink
BYD Co Ltd
CATL
Computer Age Management Services
Full Truck Alliance
HD Hyundai Electric
Intl Container Terminal
Sany Heavy Industry
SITC International Holdings
Techtronic Industries
13,0 7,6
Informationsteknologi
Accton Technology
Advantech
ASE Technology Holding
Asia Vital Components
Chroma ATE
Delta Electronic
HPSP
InnoScience Suzhou Technology
Leeno Industrial
MediaTek
NAURA Technology Group
Park Systems
Samsung Electronics
SK Hynix
Sunny Optical Tech
TSMC
54,6 50,4
Kommunikationstjenester
Sea
Tencent Holdings
5,1 5,9
Koncessioneret service 0,0 1,5
Medicinal 0,0 2,5
Råvarer 0,0 3,0

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