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The escalating US-China trade war contributed to the volatile markets in August. Photo: Bloomberg

SKAGEN Global

US holdings’ strength drives absolute and relative gains amid volatile macroeconomic backdrop.

SKAGEN Global A climbed 1.80% in August, outperforming the MSCI All Country World Index which fell 1.97%.

Monthly Report: Read the SKAGEN Global August 2019 Report for more information

SKAGEN Kon-Tiki

Mining stock challenges and Korean currency weakness weigh on performance

SKAGEN Kon-Tiki A fell 5.51% in August, underperforming the MSCI Emerging Markets Index which was down 4.27%.

Monthly Report: Read the SKAGEN Kon-Tiki August 2019 Report for more information

 

SKAGEN m2

Solid portfolio company earnings drive absolute and relative gains

SKAGEN m2 A climbed 0.30% during August, outperforming the MSCI All Country World Index IMI Real Estate ex Equity REITS index which declined 2.41%.

Monthly Report: Read the SKAGEN m2 August 2019 Report for more information

 

SKAGEN Focus

Strong performance from largest holding drives absolute gains as Dow Inc joins the portfolio

SKAGEN Focus A decreased 4.46% in August, underperforming the MSCI All Country World Index which fell 1.97%.

Monthly Report: Read the SKAGEN Focus August 2019 Report for more information

 

SKAGEN Insight                                                         

Solid portfolio company results drive absolute gains; portfolio remains undervalued

SKAGEN Insight A declined 6.25% during August the quarter, underperforming the MSCI World Index which fell 1.68%.

Monthly Report: Read the SKAGEN Insight August 2019 Report for more information

 

IMPORTANT INFORMATION

All contribution figures are based on NOK returns at the fund level.

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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.