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SKAGEN Focus is a long-only equity fund that seeks to generate long-term capital growth by investing in a highly concentrated portfolio of companies from across the globe. The fund is managed by Jonas Edholm and David Harris

Read more about the fund’s investment strategy and portfolio characteristics

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Benchmark data is currently unavailable. Returns over 12 months are annualised.

Start AUM* Min. purchase Benchmark index ISIN
26/06/2019 mill. LU1932703363
i
*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.

Jonas Edholm

Portfolio Manager
SKAGEN Focus

David Harris

Portfolio Manager
SKAGEN Focus
Geographic distribution of investments

24.01 %

Materials

14.96 %

Financials

11.43 %

Information Technology

10.80 %

Consumer Discretionary

9.44 %

Communication Services

9.12 %

Industrials

7.60 %

Energy

6.93 %

Consumer Staples

3.93 %

Liquid assets

1.78 %

Health Care

as of 31/10/2019 - 43.72 % of all investments

5.69 %

5.20 %

AIG

5.01 %

4.35 %

4.30 %

4.24 %

4.19 %

3.73 %

3.53 %

Dow Inc

3.48 %

All investments
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Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.