Passer au contenu principal
Funds chevron_right
News chevron_right
Contact chevron_right

Le contenu de cette page relève de la communication marketing

3 min read time

SKAGEN Performance Update – A Mixed February

SKAGEN Focus

European holdings lead absolute and relative gains as strong fund performance continues. SKAGEN Focus climbed 2.50% during the month, outperforming the MSCI All Country World Index which fell 0.53%. Read the SKAGEN Focus February 2023 report for more information.

imagetm6x.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 26/05/2015

SKAGEN Global

DSV gains offset by Estee Lauder losses as global equities retreat on interest rate fears. SKAGEN Global fell 1.57% during the month, lagging the MSCI All Country World Index which dipped 0.53%. Read the SKAGEN Global February 2023 report for more information.

imagel71p8.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 07/08/1997
** Before 01/01/2010 benchmark was MSCI World Index

SKAGEN Kon-Tiki

Hyundai drives relative gains and offsets Chinese holdings' weakness. SKAGEN Kon-Tiki was down 4.14% during the month, beating the MSCI Emerging Markets Index which was 4.23% lower. Read the SKAGEN Kon-Tiki February 2023 report for more information.

imageftf8.png
Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 05/04/2002
** MSCI EM Index (net total return) did not exist at the inception of the fund and consequently the benchmark index prior to 1/1/2004 was the MSCI World AC Index. This is not reflected in the table above which shows the MSCI EM Index since the fund’s inception 

SKAGEN m2

European holdings drive relative strength as rate outlook weighs on real estate markets. SKAGEN m2 fell 2.28% over the month, outperforming the MSCI All Country World Index Real Estate IMI benchmark which lost 3.13%. Read the SKAGEN m2 February 2023 report for more information.

imageradk.png

Figures as at 28/02/2023 in EUR, net of fees and annualised for periods greater than one year
* Fund inception: 31/10/2012
** Benchmark was the MSCI ACWI Real Estate IMI ex REITS from 11/07/2017 to 30/09/2019

Equity Funds

CIO Update: Beware what lies beneath the rising stock market tide

Global equities maintained their ascent in the second quarter, but fewer stocks are generating the ... Read the article now arrow_right_alt

More about Equity Funds

SKAGEN Global: Playing the long game

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for ...

SKAGEN Global: Finding many ways to win

At a time when the market has become highly concentrated, picking winners rather than backing the ...

SKAGEN Vekst wins Best Global Equity Fund Award in Belgium

The fund is the 2023 winner of the Sicav de Cristal – Kristallenfondsen LA LIBRE Belgique - De ...

Les rendements historiques ne constituent pas une garantie pour les rendements futurs. Les rendements futurs dépendront, entre autres, de l'évolution du marché, des compétences du gestionnaire du fonds, du profil de risque du fonds et des frais de gestion. Le rendement peut devenir négatif en raison de l'évolution négative des prix. L'investissement dans les fonds comporte des risques liés aux mouvements du marché, à l'évolution des devises, aux niveaux des taux d'intérêt, aux conditions économiques, sectorielles et spécifiques à l'entreprise. Les fonds sont libellés en NOK. Les rendements peuvent augmenter ou diminuer en raison des fluctuations des devises. Avant d'effectuer une souscription, nous vous encourageons à lire le prospectus du fonds et le document d'information clé pour l'investisseur qui contiennent des détails supplémentaires sur les caractéristiques et les coûts du fonds. Ces informations sont disponibles sur le site www.skagenfunds.fr. Storebrand Asset Management administre les fonds SKAGEN qui sont, par convention, gérés par les gestionnaires de portefeuille de SKAGEN.

keyboard_arrow_up