Fonds d'actions
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:
Performance historique
| Periode |
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Dernière mise à jour:
dernière mise à jour:
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.
Calculer le rendement du fonds (en EUR)
Gestionnaires de portefeuille
Søren Milo Christensen
SKAGEN Vekst
Alexander Stensrud
SKAGEN Vekst
Exposition par secteur et par zone géographique
17,00 %
Financials
16,10 %
Industrials
11,55 %
Health Care
11,02 %
Materials
10,44 %
Energy
9,29 %
Communication Services
8,80 %
Information Technology
6,59 %
Consumer Staples
4,44 %
Liquides
2,89 %
Consumer Discretionary
1,88 %
Real Estate
Dix principaux investissements
au 30/09/2021 - 38,13 % of all investments
8,43 %
4,29 %
3,94 %
3,60 %
3,44 %
3,30 %
3,02 %
Essity AB
2,77 %
Sberbank of Russia PJSC
2,70 %
2,65 %
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Nos bureaux sont ouverts du lundi au vendredi, de 9h00 à 16h00 (heure d'Europe centrale)
L'historique des rendements ne constitue aucunement une garantie quant aux rendements futurs. Les rendements futurs dépendront, entre autres, de l'évolution des marchés, de la compétence des gérants du fonds, du profil de risque du fonds et des frais de gestion. Le rendement est susceptible de devenir négatif en cas de fluctuations défavorables sur les cours de valeurs.