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Morningstar Sustainability Rating

SKAGEN Insight invests in a diversified and actively managed portfolio of companies exposed to some of the most attractive activist campaigns globally. Activists seek to unlock value by urging companies to make improvements. SKAGEN Insight "shadows" activists by investing in these companies.

The objective is to provide the best possible risk adjusted return. 

The fund is suitable for those with at least a five year investment horizon.

Latest report for the fund:

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The benchmark index is the MSCI World Index. Returns over 12 months are annualised.

Calculate fund return (in EUR)

Start AUM* Min. purchase Benchmark index ISIN
21/08/2017 21 mill. EUR 50.00 EUR MSCI World Index NO0010801558
*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.

Tomas Johansson

Portfolio Manager
SKAGEN Insight
Geographic distribution of investments

46.73 %


12.18 %

Information Technology

11.03 %


8.04 %

Consumer Discretionary

6.45 %

Consumer Staples

5.88 %


4.29 %

Communication Services

2.16 %

Health Care

1.37 %

Real Estate

0.98 %


0.89 %

Liquid assets

as of 31/05/2019 - 55.79 % of all investments

8.51 %

7.63 %

6.68 %

5.51 %

5.44 %

4.66 %

4.62 %

4.29 %

4.24 %

All investments

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.