Effective 1/1/2014, the Fund’s investment mandate changed from investing a minimum of 50% of its funds in Norway to investing a minimum of 50% of its funds in the Nordic countries. This means that returns prior to the change were achieved under different circumstances than they are today.

Equity funds

SKAGEN Vekst A

as of 03/03/2021

Buy fund

Price

305.41 EUR

Last 5 years*

9.33 %

Investment horizon

Minimum 5 years

Risk profile

6 out of 7

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*Average annual return.

7 / 10

Sustainability rating

Morningstar

SKAGEN Vekst is a long-only equity fund which predominantly invests in Nordic companies. The portfolio also contains selected global equities whenever they present a more attractive riskadjusted return opportunity.

The fund is managed by Søren Milo Christensen and Alexander Stensrud.

Latest report for the fund:

SKAGEN Vekst A February 2021 (PDF 69 kB)

Previous reports

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Effective 1/1/2014, the Fund's investment mandate changed from investing a minimum of 50% of its funds in Norway to investing a minimum of 50% of its funds in the Nordic countries. This means that returns prior to the change were achieved under different circumstances than they are today.

The current benchmark index is MSCI Nordic/MSCI AC ex. Nordic. Prior to 1/1/2014, the benchmark index was an evenly composed benchmark index consisting of the Oslo Stock Exchange Benchmark Index (OSEBX) and the MSCI All Country World. The benchmark index prior to 1/1/2010 was the Oslo Stock Exchange Benchmark Index (OSEBX). Returns over 12 months are annualised.