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Equity funds
SKAGEN Kon-Tiki B
SKAGEN Kon-Tiki is our emerging markets equity fund
SKAGEN Kon-Tiki is a value-based emerging markets equity fund. It seeks to generate long-term capital growth through an actively managed, high conviction portfolio of companies which are listed in, or have significant exposure to, developing markets.
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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Last updated:
The benchmark index is the MSCI EM Index (net total return), this index 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/graph above which shows the MSCI EM Index since the funds inception. Returns over 12 months are annualised.
Portfolio managers
Fredrik Bjelland
SKAGEN Kon-Tiki
Cathrine Gether
SKAGEN Kon-Tiki
Espen Klette
SKAGEN Kon-Tiki
Regions and industries that the fund invests in
26.76 %
Consumer Discretionary
18.66 %
Financials
13.72 %
Information Technology
10.34 %
Materials
9.06 %
Consumer Staples
5.86 %
Energy
4.18 %
Industrials
3.44 %
Fund
2.91 %
Liquid assets
2.64 %
Health Care
2.43 %
Communication Services
10 largest investments
as of 31/10/2024 - 51.99 % of all investments
Ping An Insurance Group Co of China Ltd
8.65 %
Alibaba Group Holding Ltd
8.24 %
Taiwan Semiconductor Manufacturing Co Ltd
6.10 %
JP Morgan Chase Bank NA, Luxembourg
5.97 %
Samsung Electronics Co Ltd
4.47 %
Prosus NV
4.20 %
Naspers Ltd
4.16 %
LG Electronics Inc
4.00 %
Hon Hai Precision Industry Co Ltd
3.15 %
Yara International ASA
3.05 %