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SKAGEN Vekst A NOK

Ranked 4 out of 7 in - Nordic over 12 months
All calculations are in EUR unless stated

Managed by

Søren Milo Christensen

Søren Milo Christensen works at Skagen where he runs equity funds with a value investment style. Prior to joining Skagen in 2010, he worked at Bankinvest for 10 years as a portfolio manager. Since 2010, Søren has been managing the Skagen Global Fund investing in large and mid cap stocks. Søren studied at Copenhagen Business School and has an MSc in finance and accounting. He is based in Stavanger in Norway and outside of work he enjoys football and skiing.

Alexander Stensrud

Objective

The Fund is an equity fund where minimum 50% of the assets must be invested in Norway, and the rest invested in the global equity market. With its global mandate, the fund may take part in the value creation in companies that operate in industries that are poorly represented on the Oslo Stock Exchange, and thereby achieve lower risk. The investment focus is on individual companies that are solid, yet underpriced independent of their markets or industries.

Showing fund performance in Belgium View performance globally

Performance

Nordic over : 30/06/2017 - 30/06/2018
  • Rank 4/7 Total Return
  • Rank 6/7 Standard Deviation
  • Rank 6/7 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3% 4.7%
2017 9.1% 6.2% -1.0% 1.5% 2.2%
2016 10.7% -3.3% -2.5% 9.1% 7.7%
2015 1.4% 9.6% -2.7% -11.6% 7.6%
2014 6.1% 6.2% 1.8% 1.1% -3.0%
2013 9.7% 1.5% -2.4% 5.2% 5.3%
2012 15.6% 12.4% -3.7% 3.3% 3.4%
2011 -19.3% -0.1% -6.8% -19.9% 8.2%
2010 22.7% 10.5% -10.5% 6.3% 16.6%
2009 73.9% 3.3% 25.8% 20.3% 11.3%
2008 -54.0% -13.6% 4.8% -28.0% -29.5%
2007 13.6% 3.6% 12.9% -1.1% -1.7%
2006 28.9% 15.6% -3.3% 1.4% 13.7%
2005 52.7% 10.8% 10.8% 19.0% 4.6%
2004 34.0% 10.2% 2.0% 7.1% 11.3%
2003 44.4% -12.4% 28.2% 11.1% 15.6%
2002 -14.2% 13.0% -8.1% -22.0% 6.0%
2001 2.3% -0.5% 7.6% -21.5% 21.8%
2000 -4.9% 9.8% -2.9% 6.2% -16.0%
1999 96.6% 18.0% 18.7% 7.7% 30.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date01/12/1993
  • Share Class size7,898Mn
  • Base currencyNOK
  • ISIN NO0008000445

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment1

Related News

DNB adds former star to A-rated manager’s fund

Nordic group adds regional specialist to equity strategy.

Former AAA-rated manager quits Skagen after one year

Nordic specialist brought in to steer regional fund heads for the exit.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).