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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

Start AUM* Min. purchase Benchmark index ISIN
27/09/2019 mill. MSCI All Country World Index LU1932704841
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*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

24.13 %

Materials

15.12 %

Financials

13.39 %

Information Technology

11.43 %

Consumer Discretionary

9.12 %

Consumer Staples

9.04 %

Industrials

8.79 %

Communication Services

7.17 %

Energy

1.71 %

Health Care

0.11 %

Liquid assets

as of 29/11/2019 - 42.42 % of all investments

5.30 %

5.21 %

4.70 %

4.57 %

4.20 %

4.04 %

Dow Inc

3.87 %

AIG

3.72 %

3.47 %

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.