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Equity funds
SKAGEN m2 A
SKAGEN m2 is our real estate equity fund
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. The fund is managed by Michael Gobitschek.
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:
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.
Facts about the fund
| Start | AUM* | Min. purchase | Benchmark index | ISIN |
|---|---|---|---|---|
| 31/10/2012 | 187 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
84.36 %
Real Estate
6.25 %
Industrials
4.91 %
Information Technology
3.53 %
Communication Services
0.95 %
Liquid assets
Top ten investments
as of 29/04/2022 - 45.04 % of all investments
6.25 %
UMH Properties Inc
5.13 %
Switch Inc
4.91 %
Prologis Inc
4.79 %
Shurgard Self Storage SA
4.38 %
4.11 %
Grainger PLC
4.04 %
ESR Cayman Ltd
4.00 %
Sun Communities Inc
3.84 %
Capitaland Investment Ltd/Singapore
3.57 %
Questions? Feel free to contact us.
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