Equity funds
SKAGEN m2 A
SKAGEN m2 is our real estate equity fund
SKAGEN m2 is a long-only, actively managed equity fund that seeks to generate long-term capital growth by investing in real estate companies from across the globe. The fund is managed by Michael Gobitschek.
Read more about the funds's investment strategy and portfolio characteristics
Latest report for the fund:
Historical performance
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Last updated:
last updated:
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.
Calculate fund return (in EUR)
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 31/10/2012 | 167 mill. EUR | 50.00 EUR | MSCI ACWI Real Estate IMI | NO0010657356 |
Portfolio Managers
Michael Gobitschek
SKAGEN m2
Regions and sectors that the fund invests in
84.64 %
Real Estate
8.58 %
Industrials
2.52 %
Information Technology
2.34 %
Consumer Discretionary
1.92 %
Liquid assets
Top ten investments
as of 31/08/2020 - 48.53 % of all investments
EQUINIX INC
6.05 %
5.31 %
5.29 %
5.29 %
LEG Immobilien AG
5.16 %
4.46 %
Shurgard Self Storage SA
4.39 %
4.32 %
4.14 %
Grainger PLC
4.11 %
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.