The content on this page is marketing communication
Equity funds
SKAGEN Vekst B
SKAGEN Vekst
SKAGEN Vekst invests in companies that are attractively priced relative to expected profitability and growth. The majority of the fund is invested in the Nordic region and the remainder worldwide. The fund's objective is to provide unit holders with the best possible return for the risk taken by the fund. The fund is suitable for investors with a minimum five-year investment horizon.
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
| Period |
|---|
Last updated:
Effective 1/1/2014, the Fund's investment mandate changed from investing a minimum of 50% of its funds in Norway to investing a minimum of 50% of its funds in the Nordic countries. This means that returns prior to the change were achieved under different circumstances than they are today.
The current benchmark index is MSCI Nordic/MSCI AC ex. Nordic. Prior to 1/1/2014, the benchmark index was an evenly composed benchmark index consisting of the Oslo Stock Exchange Benchmark Index (OSEBX) and the MSCI All Country World. The benchmark index prior to 1/1/2010 was the Oslo Stock Exchange Benchmark Index (OSEBX). Returns over 12 months are annualised.
Portfolio Managers
Søren Milo Christensen
SKAGEN Vekst
Sondre Solvoll Bakketun
SKAGEN Vekst
Regions and industries that the fund invests in
24.03 %
Financials
15.52 %
Industrials
11.02 %
Health Care
9.77 %
Materials
9.13 %
Communication Services
8.81 %
Information Technology
7.79 %
Consumer Staples
6.33 %
Energy
3.71 %
Real Estate
2.56 %
Consumer Discretionary
1.33 %
Liquid assets
Top ten investments
as of 30/11/2024 - 38.86 % of all investments
Novo Nordisk A/S
8.65 %
3.94 %
DSV A/S
3.87 %
Nordea Bank Abp
3.54 %
Telenor ASA
3.42 %
Hana Financial Group Inc
3.22 %
Boliden AB
3.10 %
ISS A/S
3.05 %
Samsung Electronics Co Ltd
3.04 %
Essity AB
3.03 %