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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
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:
Performance historique
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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.
Gestionnaires de portefeuille
Søren Milo Christensen
SKAGEN Vekst
Sondre Solvoll Bakketun
SKAGEN Vekst
Exposition par secteur et par zone géographique
19,90 %
Financials
16,27 %
Industrials
11,62 %
Information Technology
10,72 %
Health Care
10,04 %
Communication Services
9,79 %
Materials
6,99 %
Consumer Staples
6,66 %
Energy
3,98 %
Liquides
2,54 %
Consumer Discretionary
1,47 %
Real Estate
Dix principaux investissements
au 31/03/2024 - 38,65 % of all investments
Novo Nordisk A/S
8,69 %
3,63 %
Telenor ASA
3,44 %
Nordea Bank Abp
3,44 %
JP Morgan Chase Bank NA, Luxembourg
3,44 %
Broadcom Inc
3,33 %
Samsung Electronics Co Ltd
3,27 %
ISS A/S
3,18 %
3,12 %
Boliden AB
3,11 %
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