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Equity funds

SKAGEN Focus A

Price

19.46 EUR

as of 19/12/2024

Last 5 years*

8.11 %

as of 19/12/2024

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

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*Average annual return.

Morningstar

SFDR classification

Article 8

SKAGEN Focus is a high conviction equity fund that seeks to generate long-term capital growth by investing in a portfolio of global companies across the market capitalisation spectrum, with the majority of exposure invested in small and mid-cap companies.

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:

SKAGEN Focus A November 2024 (PDF 87 kB)

Previous reports

How to invest

Costs

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The benchmark index is the MSCI All Country World Index. Returns over 12 months are annualised.

Start	AUM*	Min. purchase	Benchmark index	Bloomberg	ISIN	WKN
26/05/2015	311 mill. EUR	50,00 EUR	MSCI All Country World Index	STFOCAN NO	NO0010735129	A14SVY

i

*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.

Fund documentation

Responsible investing

Intrinsic value

Investment philosophy

Risk

GIPS®

Sustainability Related Disclosures

Jonas Edholm

Portfolio Manager
SKAGEN Focus

David Harris

Portfolio Manager
SKAGEN Focus

Geographic distribution of investments

27.26 %

Materials

21.03 %

Industrials

20.76 %

Financials

15.63 %

Consumer Discretionary

6.63 %

Consumer Staples

3.05 %

Information Technology

2.52 %

Real Estate

1.77 %

Communication Services

1.36 %

Liquid assets

0.00 %

Unclassified

as of 30/11/2024 - 32.76 % of all investments

Hyundai Mobis Co Ltd

4.31 %

Acerinox SA

3.53 %

Cascades Inc

3.45 %

Methanex Corp

3.43 %

Japan Post Holdings Co Ltd

3.39 %

Korean Reinsurance Co

3.08 %

Samsung Fire & Marine Insurance Co Ltd

3.02 %

Interfor Corp

2.98 %

Kalmar Oyj

2.92 %

Canfor Corp

2.65 %

All investments

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+47 51 80 37 09

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.

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