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SFDR classification

SKAGEN Focus is a high conviction equity fund that seeks to generate long-term capital growth by investing in a portfolio of global companies across the market capitalisation spectrum, with the majority of exposure invested in small and mid-cap companies.

Read more about the fund’s investment strategy and portfolio characteristics

Subscriptions are made in fund units and not directly in stocks or other securities.  The benchmark reflects the fund's investment mandate. Since the fund is actively managed, the portfolio will deviate from the composition of the benchmark. 

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The benchmark index is the MSCI All Country World Index. Returns over 12 months are annualised.

Start AUM* Min. purchase Benchmark index ISIN
26/05/2015 262 mill. CHF 100.00 CHF MSCI All Country World Index NO0010735129
*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.

Jonas Edholm

Portfolio Manager

David Harris

Portfolio Manager
Geographic distribution of investments

24.59 %


19.75 %


18.08 %


13.44 %

Consumer Discretionary

9.58 %

Information Technology

9.37 %

Consumer Staples

2.52 %

Communication Services

1.44 %

Health Care

1.24 %

Liquid assets

as of 31/08/2023 - 32.97 % of all investments

Japan Post Holdings Co Ltd

3.90 %

Kyocera Corp

3.80 %

Methanex Corp

3.79 %

Hyundai Mobis Co Ltd

3.62 %

Albertsons Cos Inc

3.38 %

Panasonic Holdings Corp

3.02 %

Shiga Bank Ltd/The

3.00 %

China Communications Services Corp Ltd

2.84 %

Danaos Corp

2.82 %

Phinia Inc

2.81 %

All investments

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document. An overview of costs can be found at