Equity funds
SKAGEN m2 A
as of 26-06-2017
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 status report for the fund:
Historical performance
| Period |
|---|
Last updated:
last updated:
The benchmark index is 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 | 104 mill. EUR | 50.00 EUR | MSCI ACWI Real Estate IMI | NO0010657356 |
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*Data at fund level, inclusive of all unit classes, as of month end. Updated on the 10th of each month.
Portfolio Managers
Michael Gobitschek
Portfolio Manager
SKAGEN m2
SKAGEN m2
Regions and sectors that the fund invests in
Geographic distribution of investments
87.35 %
Real Estate
7.12 %
Liquid assets
5.53 %
Consumer Discretionary
Top ten investments
as of 31/05/2017 - 49.45 % of all investments
6.40 %
5.66 %
5.48 %
5.42 %
5.34 %
4.95 %
4.93 %
4.17 %
3.60 %
3.51 %
Questions? Feel free to contact us.
Our opening hours are Monday to Friday from 9 am to 5 pm CET