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Equity funds

SKAGEN m2 B

Buy fund

Price

23.29 EUR

as of 20/12/2024

Last 5 years*

-1.94 %

as of 20/12/2024

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

*Average annual return.

SFDR classification

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SKAGEN m2 is our real estate equity fund

SKAGEN m2 is an actively managed equity fund that seeks to generate long-term capital growth by investing in listed real estate companies from across the globe.

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 fund’s benchmark index is the MSCI ACWI Real Estate IMI Net total return index USD. In the period from 11 July 2017 to 30 September 2019, the benchmark was the MSCI ACWI Real Estate IMI ex REITS. Returns over 12 months are annualised.

Portfolio Managers

Michael Gobitschek
Portfolio Manager
SKAGEN m2

Anne Line Kristensen Larsen
Portfolio Manager
SKAGEN m2

Regions and sectors that the fund invests in

Geographic distribution of investments

91.37 %

Real Estate

7.34 %

Communication Services

1.03 %

Liquid assets

0.26 %

Consumer Discretionary

Top ten investments

as of 30/11/2024 - 47.17 % of all investments

DigitalBridge Group Inc

6.47 %

EQUINIX INC

5.73 %

Catena AB

5.50 %

CTP NV

4.93 %

Shurgard Self Storage Ltd

4.39 %

CBRE Group Inc

4.22 %

Prologis Inc

4.03 %

Independence Realty Trust Inc

4.02 %

Cellnex Telecom SA

4.01 %

Grainger PLC

3.87 %

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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