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SKAGEN Global A NOK

Ranked 281 out of 548 in - Global Equities over 12 months
All calculations are in GBP 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.

Knut Gezelius

Tomas Johansson

Chris-Tommy Simonsen

Objective

This is an actively managed fund with a global investment mandate. The fund's strategy is to find low-priced, high-quality companies that are undervalued, underresearched and unpopular. To reduce risk, the fund seeks to maintain a reasonable geographic and sectoral balance. Active management entails that the portfolio managers invest in companies on the basis of their own analyses. With common sense and long-term planning, the portfolio managers try to avoid investing in popular companies and industries at a price that is too high relative to those companies fundamental value and earnings.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equities over : 31/12/2014 - 31/12/2015
  • Rank 281/548 Total Return
  • Rank 486/548 Standard Deviation
  • Rank 455/548 Max Drawdown
Fund Name Currency Loss
453 Franklin Mutual Global Discovery A (Ydis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.6%

454 Waverton Equity A GBP GBP

-13.6%

455 SKAGEN Global A NOK GBP

-13.7%

455 Templeton Growth (Euro) A (acc) EUR GBP

-13.7%

457 Hermes Global Equity ESG F GBP Acc GBP

-13.7%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 3.4% 6.7% -5.7% -8.4% 12.3%
2014 -0.4% -0.6% 3.3% -1.3% -1.8%
2013 18.0% 11.2% -0.2% 1.0% 5.4%
2012 12.9% 10.3% -8.8% 7.4% 4.6%
2011 -8.3% 5.2% -1.9% -17.9% 8.2%
2010 19.2% 9.5% -11.9% 11.0% 11.3%
2009 36.8% -7.7% 12.9% 24.9% 5.1%
2008 -26.9% -6.3% 0.2% -15.2% -8.1%
2007 22.0% 3.5% 11.2% 3.6% 2.3%
2006 18.4% 12.0% -8.1% 5.1% 9.4%
2005 39.3% 5.3% 6.9% 14.6% 8.0%
2004 27.6% 5.6% 0.3% 7.3% 12.3%
2003 52.5% -6.3% 25.4% 14.5% 13.4%
2002 -10.1% 12.9% -5.6% -22.9% 9.4%
2001 -3.4% -4.7% 3.4% -22.8% 27.1%
2000 -6.2% 9.7% 3.0% -6.4% -11.3%
1999 108.6% 20.0% 22.5% 7.3% 32.3%
1998 40.8% 13.3% 2.6% -11.3% 36.5%
1997 -10.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2015

Top 10 Holdings

Stock Size
Citigroup Inc ORD 6.11
American International Group Inc ORD 5.80
Roche Holding AG Par 4.00
General Electric Co ORD 3.94
Samsung Electronics Co Ltd PFD 3.75
Merck & Co Inc ORD 3.41
Nordea Bank AB ORD 3.30
Samsung Electronics Co Ltd ORD 3.04
CK Hutchison Holdings Ltd ORD 2.63
Alphabet Inc ORD 2.28
31/10/2015

Registered For Sale In

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

Fund Info

  • Launch date07/08/1997
  • Share Class size35,948Mn
  • Base currencyNOK
  • ISIN NO0008004009

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment0

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