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Morningstar Sustainability Rating

Morningstar

5/148

Citywire

SKAGEN m2 is a long-only, actively managed equity fund that seeks to generate long-term capital growth by investing in real estate companies from across the globe. The fund is managed by Michael Gobitschek.

Read more about the funds's investment strategy and portfolio characteristics

Latest report for the fund:

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Price
Last updated:
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The fund’s benchmark index is the MSCI ACWI Real Estate IMI Net total return index USD. In the period from 11 July 2017 to 30 September 2019, the benchmark was the MSCI ACWI Real Estate IMI ex REITS. Returns over 12 months are annualised.

Calculate fund return (in EUR)

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Michael Gobitschek

Portfolio Manager
SKAGEN m2
Geographic distribution of investments

83.80 %

Real Estate

8.34 %

Industrials

3.14 %

Liquid assets

2.36 %

Information Technology

2.36 %

Consumer Discretionary

as of 30/06/2020 - 47.61 % of all investments

All investments
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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.