Equity funds
SKAGEN m2 A
SKAGEN m2 is our real estate equity fund
The fund gives access to a normally inaccessible global real estate market. The fund selects low-priced, high-quality real estate companies from around the world.
The objective is to provide the best possible risk adjusted return.
The fund is suitable for those with at least a five year investment horizon.
Latest report for the fund:
Historical performance
| Period |
|---|
Last updated:
last updated:
The benchmark index is the MSCI ACWI Real Estate IMI ex REITS Net total return index USD. The benchmark index prior to 11 July 2017 was the MSCI ACWI Real Estate IMI. Returns over 12 months are annualised.
Calculate fund return (in EUR)
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 31/10/2012 | 129 mill. EUR | 50.00 EUR | MSCI ACWI IMI Real Estate ex Equity REITS | NO0010657356 |
Portfolio Managers
Michael Gobitschek
SKAGEN m2
Regions and sectors that the fund invests in
84.17 %
Real Estate
10.63 %
Consumer Discretionary
3.02 %
Industrials
2.17 %
Liquid assets
Top ten investments
as of 31/12/2018 - 50.06 % of all investments
8.27 %
7.45 %
5.81 %
5.34 %
4.85 %
4.42 %
3.74 %
3.46 %
3.40 %
3.32 %
Questions? Feel free to contact us.
Our opening hours are Monday to Friday from 9 am to 5 pm CET
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.