Passer au contenu principal
Funds chevron_right
About us chevron_right
News chevron_right
Contact chevron_right

The content on this page is marketing communication

3 min read time

SKAGEN Performance Update – A Mixed February

SKAGEN Focus

European holdings lead absolute and relative gains as strong fund performance continues. SKAGEN Focus climbed 2.50% during the month, outperforming the MSCI All Country World Index which fell 0.53%. Read the SKAGEN Focus February 2023 report for more information.

imagetm6x.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 26/05/2015

SKAGEN Global

DSV gains offset by Estee Lauder losses as global equities retreat on interest rate fears. SKAGEN Global fell 1.57% during the month, lagging the MSCI All Country World Index which dipped 0.53%. Read the SKAGEN Global February 2023 report for more information.

imagel71p8.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 07/08/1997
** Before 01/01/2010 benchmark was MSCI World Index

SKAGEN Kon-Tiki

Hyundai drives relative gains and offsets Chinese holdings' weakness. SKAGEN Kon-Tiki was down 4.14% during the month, beating the MSCI Emerging Markets Index which was 4.23% lower. Read the SKAGEN Kon-Tiki February 2023 report for more information.

imageftf8.png
Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 05/04/2002
** MSCI EM Index (net total return) did not exist at the inception of the fund and consequently the benchmark index prior to 1/1/2004 was the MSCI World AC Index. This is not reflected in the table above which shows the MSCI EM Index since the fund’s inception 

SKAGEN m2

European holdings drive relative strength as rate outlook weighs on real estate markets. SKAGEN m2 fell 2.28% over the month, outperforming the MSCI All Country World Index Real Estate IMI benchmark which lost 3.13%. Read the SKAGEN m2 February 2023 report for more information.

imageradk.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 31/10/2012
** Benchmark was the MSCI ACWI Real Estate IMI ex REITS from 11/07/2017 to 30/09/2019

Equity Funds

SKAGEN Vekst: Leading the pack

Our oldest fund continues to deliver solid absolute returns for clients and strong relative ... Read the article now arrow_right_alt

More about Equity Funds

SKAGEN Performance Update – A solid second quarter

Global equity markets ignored doomsayers and climbed higher in the second quarter. Large technology ...

Global listed real estate: Turning the corner?

Recent fund raisings signal growing appetite for real estate and offer greater certainty for ...

SKAGEN performance update – a mixed May

Global equities traded sideways in May as the debate around interest rate movements and inflation ...

Les rendements historiques ne garantissent pas 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. Il existe un risque lié à l'investissement dans des fonds en raison des mouvements du marché, de l'évolution des devises, des niveaux de taux d'intérêt, des conditions économiques, sectorielles et spécifiques aux entreprises. Les fonds sont libellés en NOK. Les rendements peuvent augmenter ou diminuer en raison des fluctuations monétaires. Avant d'effectuer une souscription, nous vous encourageons à lire le prospectus et le document d'informations clés pour l'investisseur du fonds. Vous trouverez un aperçu des coûts sur le site www.skagenfunds.com/costs.

keyboard_arrow_up