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Equity funds

SKAGEN Focus A

Buy fund

Price

18.04 CHF

as of 17/09/2024

Last 5 years*

as of

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

*Average annual return.

Morningstar

SFDR classification

Article 8 chevron_right

SKAGEN Focus

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. 

Latest report for the fund:

How to invest
Costs

Historical performance

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Period
Price
Last updated:

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

Facts about the fund

Start AUM* Min. purchase Benchmark index ISIN
26/05/2015 320 mill. CHF 100.00 CHF MSCI All Country World Index NO0010735129
i
*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.
Responsible investing
Intrinsic value
Investment philosophy
Risk
GIPS®
Sustainability Related Disclosures

Portfolio Managers

Jonas Edholm
Portfolio Manager
SKAGEN Focus

David Harris
Portfolio Manager
SKAGEN Focus

Regions and industries that the fund invests in

Geographic distribution of investments

27.14 %

Materials

22.71 %

Industrials

20.88 %

Financials

12.84 %

Consumer Discretionary

7.31 %

Consumer Staples

4.41 %

Information Technology

2.52 %

Real Estate

2.20 %

Liquid assets

10 largest investments

as of 31/05/2024 - 31.73 % of all investments

Phinia Inc

4.63 %

Methanex Corp

4.02 %

Japan Post Holdings Co Ltd

3.56 %

K+S AG

3.04 %

Hyundai Mobis Co Ltd

2.95 %

China Communications Services Corp Ltd

2.82 %

2.79 %

Fortuna Silver Mines Inc

2.72 %

Old Republic International Corp

2.61 %

Cascades Inc

2.59 %

All investments

Questions? Feel free to contact us.

Our opening hours are Monday to Friday from 9 am to 5 pm CET

Send us an email
+47 51 80 37 09

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 which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.

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By signing up you consent to SKAGEN registering your e-mail address for this purpose. You can unsubscribe at any time by using the link provided in the emails. More about SKAGEN’s personal data policy can be found in our privacy policy.

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