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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:
- SKAGEN Focus A April 2024
- SKAGEN Focus A March 2024
- SKAGEN Focus A February 2024
- SKAGEN Focus A January 2024
- SKAGEN Focus A December 2023
- SKAGEN Focus A November 2023
- SKAGEN Focus A October 2023
- SKAGEN Focus A September 2023
- SKAGEN Focus A August 2023
- SKAGEN Focus A July 2023
- SKAGEN Focus A June 2023
Historical performance
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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
27.14 %
Materials
22.71 %
Industrials
20.88 %
Financials
12.84 %
Consumer Discretionary
7.31 %
Consumer Staples
4.41 %
Information Technology
2.52 %
Real Estate
2.20 %
Liquid assets
10 largest investments
as of 31/05/2024 - 31.73 % of all investments
Phinia Inc
4.63 %
Methanex Corp
4.02 %
Japan Post Holdings Co Ltd
3.56 %
K+S AG
3.04 %
Hyundai Mobis Co Ltd
2.95 %
China Communications Services Corp Ltd
2.82 %
2.79 %
Fortuna Silver Mines Inc
2.72 %
Old Republic International Corp
2.61 %
Cascades Inc
2.59 %
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