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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:
Historical performance
| Period |
|---|
Last updated:
The benchmark index is the MSCI All Country World Index. Returns over 12 months are annualised.
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 26/05/2015 | 262 mill. EUR | 50.00 EUR | MSCI All Country World Index | NO0010735129 |
Portfolio Managers
Jonas Edholm
SKAGEN Focus
David Harris
SKAGEN Focus
Regions and industries that the fund invests in
30.04 %
Materials
18.60 %
Industrials
16.50 %
Financials
12.62 %
Consumer Staples
8.33 %
Consumer Discretionary
6.09 %
Information Technology
2.93 %
Liquid assets
2.61 %
Communication Services
2.28 %
Health Care
10 largest investments
as of 28/04/2023 - 34.53 % of all investments
Endeavour Mining PLC
5.16 %
Albertsons Cos Inc
5.12 %
China Communications Services Corp Ltd
3.43 %
Methanex Corp
3.41 %
Kyocera Corp
3.12 %
Komatsu Ltd
3.02 %
Panasonic Holdings Corp
2.94 %
Hyundai Mobis Co Ltd
2.87 %
Fortuna Silver Mines Inc
2.82 %
Cascades Inc
2.64 %
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