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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.

Morningstar

SFDR classification

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:

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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.

Søren Milo Christensen

Portfolio Manager
SKAGEN Vekst

Sondre Solvoll Bakketun

Portfolio manager
SKAGEN Vekst
Répartition géographique des investissements

19,99 %

Financials

16,74 %

Industrials

12,74 %

Information Technology

11,33 %

Health Care

10,16 %

Communication Services

9,23 %

Materials

7,09 %

Consumer Staples

6,21 %

Energy

2,45 %

Liquides

2,37 %

Consumer Discretionary

1,70 %

Real Estate

au 31/01/2024 - 40,60 % of all investments

Novo Nordisk A/S

9,17 %

Broadcom Inc

4,38 %

Nordea Bank Abp

3,99 %

Telenor ASA

3,63 %

ISS A/S

3,47 %

Yara International ASA

3,33 %

UPM-Kymmene Oyj

3,25 %

3,13 %

3,13 %

Essity AB

3,12 %

All investments

Les rendements historiques ne constituent pas une garantie pour les rendements futurs. Les rendements futurs dépendront, entre autres, de l'évolution du marché, des compétences du gestionnaire du fonds, du profil de risque du fonds et des frais de gestion. Le rendement peut devenir négatif en raison de l'évolution négative des prix. L'investissement dans les fonds comporte des risques liés aux mouvements du marché, à l'évolution des devises, aux niveaux des taux d'intérêt, aux conditions économiques, sectorielles et spécifiques à l'entreprise. Les fonds sont libellés en NOK. Les rendements peuvent augmenter ou diminuer en raison des fluctuations des devises. Avant d'effectuer une souscription, nous vous encourageons à lire le prospectus du fonds et le document d'information clé pour l'investisseur qui contiennent des détails supplémentaires sur les caractéristiques et les coûts du fonds. Ces informations sont disponibles sur le site www.skagenfunds.fr. Storebrand Asset Management administre les fonds SKAGEN qui sont, par convention, gérés par les gestionnaires de portefeuille de SKAGEN.

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