SKAGEN Global
US holdings drive strong absolute gains as global equity markets rebound sharply
SKAGEN Global A increased 12.68% over the quarter, underperforming the MSCI All Country World Index which climbed 15.25%.
Figures as at 30/06/2020 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 26/05/2015
SKAGEN Global is a high conviction, active equity fund which aims to generate long-term capital growth by investing in undervalued companies from across the globe.
SKAGEN Kon-Tiki
Absolute and relative gains led by holdings experiencing structural growth as EM equities outperform
SKAGEN Kon-Tiki A was up 15.96% during the quarter, outperforming the MSCI Emerging Markets Index which rose 15.77%.
Figures as at 30/06/2020 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 05/04/2002
** MSCI EM Index (net total return) 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 above which shows the MSCI EM Index since the fund’s inception
SKAGEN Kon-Tiki is a highly active, global emerging market equity fund which seeks to generate long-term capital growth through a high conviction portfolio of companies which are listed in, or have significant exposure to, developing markets.
SKAGEN m²
European holdings drive solid absolute return as US data centre operator Switch enters portfolio
SKAGEN m² A climbed 8.07% during the quarter, underperforming the MSCI All Country World Index Real Estate IMI benchmark index which was up 8.62%.
Figures as at 30/06/2020 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 31/10/2012
** Benchmark was the MSCI ACWI Real Estate IMI ex REITS from 11/07/2017 to 30/09/2019
SKAGEN m² is a long-only, actively managed real estate fund that seeks to generate long-term capital growth by investing in listed property companies from across the globe.
SKAGEN Focus
Mining stocks drive strong performance as value and smaller companies poised for recovery
SKAGEN Focus A rose 25.39% over the quarter, outperforming the MSCI All Country World Index which climbed 15.25%.
Figures as at 30/06/2020 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 26/05/2015
SKAGEN Focus is a high conviction, active equity fund that seeks to generate long-term capital growth by investing in a portfolio focused on small and mid-cap companies from across the globe.