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SKAGEN Global A NOK

Ranked 333 out of 630 in - Global 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 over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 1.3%
2016 21.3% 0.6% 4.3% 10.1% 5.1%
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

31/07/2017

Top 10 Holdings

Stock Size
NOK Cash 5.38
CK Hutchison Holdings Ltd ORD 5.31
Citigroup Inc ORD 5.11
Roche Holding AG Par 4.76
Microsoft Corp ORD 4.61
Samsung Electronics Co Ltd PFD 4.33
Unilever NV DR 4.17
3M Co ORD 4.11
Merck & Co Inc ORD 3.93
NN Group NV ORD 3.63
31/07/2017

Registered For Sale In

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

Fund Info

  • Launch date07/08/1997
  • Share Class size25,405Mn
  • Base currencyNOK
  • ISIN NO0008004009

Purchase Info

  • Min. initial investment250
  • 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).