Equity funds
SKAGEN Focus A
SKAGEN Focus
Exploiting market inefficiencies in global small and mid-caps
SKAGEN Focus is a high conviction equity fund that seeks to generate long-term capital growth by investing in a portfolio of global companies with a bias towards small and mid-cap companies.
The fund is managed by Jonas Edholm and David Harris.
Latest report for the fund:
Historical performance
| Period |
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Last updated:
last updated:
The benchmark index is the MSCI All Country World Index. Returns over 12 months are annualised.
Calculate fund return (in EUR)
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 26/05/2015 | 139 mill. CHF | 100.00 CHF | MSCI All Country World Index | NO0010735129 |
Portfolio Managers
Jonas Edholm
SKAGEN Focus
David Harris
SKAGEN Focus
Regions and industries that the fund invests in
33.52 %
Materials
19.84 %
Financials
16.47 %
Industrials
8.97 %
Consumer Staples
6.88 %
Information Technology
6.16 %
Consumer Discretionary
2.82 %
Liquid assets
2.78 %
Energy
2.56 %
Health Care
10 largest investments
as of 31/12/2020 - 44.05 % of all investments
7.52 %
5.93 %
4.85 %
4.79 %
4.03 %
3.65 %
3.64 %
3.50 %
3.11 %
Lincoln National Corp
3.03 %
Questions? Feel free to contact us.
Our opening hours are Monday to Friday from 9 am to 5 pm CET
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.