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Equity funds

SKAGEN m2 A

as of 06/02/2023

Price

22.84 EUR

Last 5 years*

3.62 %

Investment horizon

Minimum 5 years

Risk profile

4 out of 7

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*Average annual return.

Morningstar

SKAGEN m2 is an actively managed equity fund that seeks to generate long-term capital growth by investing in listed real estate companies from across the globe.

Read more about the funds'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:

SKAGEN m2 A January 2023 (PDF 80 kB)

Previous reports

How to invest

Costs

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The fund’s benchmark index is the MSCI ACWI Real Estate IMI Net total return index USD. In the period from 11 July 2017 to 30 September 2019, the benchmark was the MSCI ACWI Real Estate IMI ex REITS. Returns over 12 months are annualised.

Start	AUM*	Min. purchase	Benchmark index	Bloomberg	ISIN
31/10/2012	137 mill. EUR	50.00 EUR	MSCI ACWI Real Estate IMI	SKAGEM2 NO	NO0010657356

i

*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.

Fund documents

Responsible investing

Intrinsic value

Investment philosophy

Risk

GIPS®

Michael Gobitschek

Portfolio Manager
SKAGEN m2

Anne Line Kristensen

Portfolio Manager
SKAGEN m2

Geographic distribution of investments

90.65 %

Real Estate

5.37 %

Industrials

3.50 %

Communication Services

0.49 %

Liquid assets

as of 31/12/2022 - 45.43 % of all investments

Prologis Inc

5.45 %

5.37 %

Catena

4.99 %

Shurgard Self Storage SA

4.64 %

Grainger PLC

4.44 %

Capitaland Investment Ltd/Singapore

4.22 %

UMH Properties Inc

4.17 %

Sun Communities Inc

4.14 %

CBRE Group Inc

4.05 %

Tokyu Fudosan Holdings Corp

3.96 %

All investments

Send us an email

+47 51 80 37 09

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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