Fonds d'actions
SKAGEN Vekst A
SKAGEN Vekst
SKAGEN Vekst is a long-only equity fund which predominantly invests in Nordic companies. The portfolio also contains selected global equities whenever they present a more attractive riskadjusted return opportunity.
The fund is managed by Søren Milo Christensen and Alexander Stensrud.
Read more about the fund's investment strategy and portfolio characteristics
Latest report for the fund:
Historical performance
| 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.
Calculate fund return (in EUR)
Portfolio Managers
Søren Milo Christensen
SKAGEN Vekst
Alexander Stensrud
SKAGEN Vekst
Regions and industries that the fund invests in
23,83 %
Industrials
19,75 %
Financials
13,26 %
Materials
10,66 %
Information Technology
9,55 %
Health Care
9,22 %
Communication Services
6,40 %
Energy
4,25 %
Consumer Staples
2,30 %
Consumer Discretionary
0,79 %
Liquides
Top ten investments
au 30/09/2020 - 43,69 % of all investments
8,02 %
5,12 %
5,01 %
4,76 %
4,34 %
4,33 %
3,16 %
3,13 %
3,12 %
2,69 %
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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.