The content on this page is marketing communication
Equity funds
SKAGEN Focus A
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:
Historical performance
Period |
---|
Last updated:
The benchmark index is the MSCI All Country World Index. Returns over 12 months are annualised.
Portfolio Managers
Jonas Edholm
SKAGEN Focus
David Harris
SKAGEN Focus
Regions and industries that the fund invests in
26.09 %
Materials
24.30 %
Industrials
19.45 %
Financials
13.50 %
Consumer Discretionary
8.76 %
Consumer Staples
4.09 %
Information Technology
2.57 %
Real Estate
1.25 %
Liquid assets
10 largest investments
as of 30/04/2024 - 32.64 % of all investments
Phinia Inc
4.25 %
Japan Post Holdings Co Ltd
4.16 %
Hyundai Mobis Co Ltd
3.81 %
Methanex Corp
3.77 %
China Communications Services Corp Ltd
2.96 %
Danaos Corp
2.93 %
K+S AG
2.90 %
2.80 %
Korean Reinsurance Co
2.55 %
Viscofan SA
2.51 %
Questions? Feel free to contact us.
Our opening hours are Monday to Friday from 9 am to 5 pm CET