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SKAGEN Focus is a high conviction equity fund that seeks to generate long-term capital growth by investing in a portfolio of global companies across the market capitalisation spectrum, with the majority of exposure invested in small and mid-cap companies. The fund is managed by Jonas Edholm and David Harris.

Read more about the fund’s investment strategy and portfolio characteristics

Subscriptions are made in fund units and not directly in stocks or other securities.  The benchmark reflects the fund's investment mandate. Since the fund is actively managed, the portfolio will deviate from the composition of the benchmark. 

Latest report for the fund:

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

Start AUM* Min. purchase Benchmark index ISIN
26/05/2015 245 mill. EUR 50.00 EUR MSCI All Country World Index NO0010735129
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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

33.81 %

Materials

24.46 %

Financials

17.45 %

Industrials

6.99 %

Communication Services

6.67 %

Consumer Discretionary

6.10 %

Consumer Staples

2.33 %

Information Technology

1.50 %

Liquid assets

0.69 %

Health Care

as of 29/04/2022 - 33.67 % of all investments

Cascades Inc

5.02 %

Marcus Corp/The

3.53 %

Ubisoft Entertainment SA

3.47 %

3.35 %

3.28 %

GrafTech International Ltd

3.24 %

China Communications Services Corp Ltd

3.08 %

Textainer Group Holdings Ltd

2.97 %

2.88 %

Methanex Corp

2.86 %

All investments

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document. An overview of costs can be found at www.skagenfunds.com/costs.

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