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Equity funds

SKAGEN Global B

Buy fund

Price

343.88 EUR

as of 19/12/2024

Last 5 years*

9.55 %

as of 19/12/2024

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

* Return on an annual basis.

SFDR classification

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SKAGEN Global is our global equity fund

SKAGEN Global is a global equity strategy which aims to generate long-term capital growth.

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. 

Historical performance

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Period
Price
Last updated:

The current benchmark index is the MSCI AC. The benchmark index prior to 1/1/2010 was the MSCI World Index. Returns over 12 months are annualised.

Responsible investing
Intrinsic value
Investment philosophy
Risk
GIPS®
Sustainability Related Disclosures

Portfolio Managers

Knut Gezelius
Portfolio Manager
SKAGEN Global

Chris-Tommy Simonsen
Portfolio Manager/Trader
SKAGEN Global

Regions and industries that the fund invests in

Geographic distribution of investments

45.06 %

Financials

21.41 %

Industrials

12.02 %

Consumer Discretionary

6.54 %

Information Technology

5.66 %

Health Care

4.96 %

Communication Services

3.60 %

Liquid assets

0.75 %

Consumer Staples

0.00 %

Unclassified

Top ten investments

as of 30/11/2024 - 50.37 % of all investments

Canadian Pacific Kansas City Ltd

6.71 %

5.64 %

DSV A/S

5.27 %

Moody's Corp

5.25 %

Alphabet

4.96 %

JPMorgan Chase & Co

4.73 %

TMX Group Ltd

4.57 %

Intercontinental Exchange Inc

4.55 %

Waste Connections Inc

4.48 %

MSCI Inc

4.21 %

All investments

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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