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Equity funds
SKAGEN m2 A
SKAGEN m2 is our real estate equity fund
SKAGEN m2 is an actively managed equity fund that seeks to generate long-term capital growth by investing in listed real estate companies from across the globe.
Read more about the funds'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:
Historical performance
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Last updated:
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.
Portfolio Managers
Michael Gobitschek
SKAGEN m2
Anne Line Kristensen Larsen
SKAGEN m2
Regions and sectors that the fund invests in
90.84 %
Real Estate
6.98 %
Communication Services
1.86 %
Liquid assets
0.32 %
Consumer Discretionary
Top ten investments
as of 31/03/2024 - 46.84 % of all investments
Catena AB
7.15 %
DigitalBridge Group Inc
5.52 %
Prologis Inc
4.93 %
American Tower Corp
4.57 %
CTP NV
4.52 %
Shurgard Self Storage Ltd
4.49 %
Grainger PLC
4.44 %
Independence Realty Trust Inc
3.84 %
Tokyu Fudosan Holdings Corp
3.76 %
LOG Commercial Properties e Participacoes SA
3.62 %
Questions? Feel free to contact us.
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