Equity funds
SKAGEN Vekst A
SKAGEN Vekst
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.
Read more about the fund's investment strategy and portfolio characteristics
Latest report for the fund:
Historical performance
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Last updated:
last updated:
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.
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 01/12/1993 | 919 mill. EUR | 50.00 EUR | MSCI Nordic/MSCI AC ex. Nordic | NO0008000445 |
Portfolio Managers
Søren Milo Christensen
SKAGEN Vekst
Alexander Stensrud
SKAGEN Vekst
Regions and industries that the fund invests in
17.01 %
Financials
16.14 %
Industrials
11.68 %
Materials
10.34 %
Information Technology
10.28 %
Health Care
8.54 %
Consumer Staples
8.00 %
Communication Services
7.82 %
Energy
3.94 %
Liquid assets
2.55 %
Consumer Discretionary
2.50 %
Real Estate
1.19 %
Equities
Top ten investments
as of 31/12/2021 - 39.61 % of all investments
8.31 %
4.83 %
3.86 %
3.80 %
3.51 %
Essity AB
3.22 %
3.07 %
3.05 %
3.01 %
2.96 %
Questions? Feel free to contact us.
Our opening hours are Monday to Friday from 9 am to 5 pm CET
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.