Equity funds
SKAGEN Global A
SKAGEN Global is our global equity fund.
SKAGEN Global is a global equity strategy which aims to generate long-term capital growth. The fund is managed by Knut Gezelius and Chris-Tommy Simonsen.
Read more about the fund’s investment strategy and portfolio characteristics
Latest report for the fund:
Historical performance
| Period |
|---|
Last updated:
last updated:
The current benchmark index is the MSCI AC. The benchmark index prior to 1/1/2010 was the MSCI World Index. Returns over 12 months are annualised.
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 07/08/1997 | 4,076 mill. CHF | 100.00 CHF | MSCI All Country World Index | NO0008004009 |
Portfolio Managers
Knut Gezelius
SKAGEN Global
Chris-Tommy Simonsen
SKAGEN Global
Regions and industries that the fund invests in
26.60 %
Information Technology
23.06 %
Financials
14.83 %
Industrials
12.48 %
Consumer Discretionary
9.81 %
Health Care
5.14 %
Communication Services
4.16 %
Consumer Staples
2.22 %
Materials
1.70 %
Liquid assets
Top ten investments
as of 31/12/2021 - 41.12 % of all investments
6.31 %
5.14 %
4.45 %
3.90 %
3.82 %
3.57 %
3.55 %
3.52 %
3.45 %
3.41 %
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.