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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.

Equity funds

SKAGEN Vekst A

Buy fund

Price

369.78 EUR

as of 08/12/2023

Last 5 years*

9.77 %

as of 07/12/2023

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

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*Average annual return.

Morningstar

SFDR classification

Article 8

SKAGEN Vekst invests in companies that are attractively priced relative to expected profitability and growth. The majority of the fund is invested in the Nordic region and the remainder worldwide. The fund's objective is to provide unit holders with the best possible return for the risk taken by the fund. The fund is suitable for investors with a minimum five-year investment horizon.

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 Vekst A November 2023 (PDF 86 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.