Equity funds
SKAGEN Focus A
SKAGEN Focus is our concentrated global equity fund
SKAGEN Focus is a long-only equity fund that seeks to generate long-term capital growth by investing in a highly concentrated portfolio of companies from across the globe.
The fund is managed by Jonas Edholm and David Harris
Read more about the fund’s investment strategy and portfolio characteristics
Latest report for the fund:
Historical performance
| Period |
|---|
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 | 115 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
36.15 %
Materials
17.63 %
Industrials
12.74 %
Financials
9.15 %
Consumer Discretionary
7.28 %
Information Technology
5.11 %
Liquid assets
4.51 %
Communication Services
3.71 %
Consumer Staples
1.98 %
Energy
1.73 %
Health Care
10 largest investments
as of 31/08/2020 - 47.99 % of all investments
7.54 %
6.79 %
West Fraser Timber Co Ltd
5.31 %
5.01 %
4.34 %
Oz Minerals Ltd
4.24 %
KB Financial Group Inc
3.87 %
3.84 %
3.48 %
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.