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SKAGEN Vekst A NOK

Ranked 54 out of 253 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Øyvind Fjell

Øyvind Fjell was born in Stord, Norway in 1979 and graduated from the Norwegian University of Science and Technology where he gained a Masters degree in industrial economics and technology. He started his career in 2005 at the Oslo Stock Exchange as a derivatives broker and in 2007 he joined Storebrand Kapitalforvaltning AS, Norway where he is a European equity portfolio manager. Øyvind has managed funds for over three years and is a Chartered European Financial Analyst. Outside of fund management he enjoys soccer, music and literature/reading.

Alexander Stensrud

Objective

The Fund is an equity fund where minimum 50% of the assets must be invested in Norway, and the rest invested in the global equity market. With its global mandate, the fund may take part in the value creation in companies that operate in industries that are poorly represented on the Oslo Stock Exchange, and thereby achieve lower risk. The investment focus is on individual companies that are solid, yet underpriced independent of their markets or industries.

Showing fund performance in Norway View performance globally

Performance

Global over : 30/09/2016 - 30/09/2017
  • Rank 54/253 Total Return
  • Rank 128/253 Standard Deviation
  • Rank 56/253 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% -1.0% 1.5%
2016 10.7% -3.3% -2.5% 9.1% 7.7%
2015 1.4% 9.6% -2.7% -11.6% 7.6%
2014 6.1% 6.2% 1.8% 1.1% -3.0%
2013 9.7% 1.5% -2.4% 5.2% 5.3%
2012 15.6% 12.4% -3.7% 3.3% 3.4%
2011 -19.3% -0.1% -6.8% -19.9% 8.2%
2010 22.7% 10.5% -10.5% 6.3% 16.6%
2009 73.9% 3.3% 25.8% 20.3% 11.3%
2008 -54.0% -13.6% 4.8% -28.0% -29.5%
2007 13.6% 3.6% 12.9% -1.1% -1.7%
2006 28.9% 15.6% -3.3% 1.4% 13.7%
2005 52.7% 10.8% 10.8% 19.0% 4.6%
2004 34.0% 10.2% 2.0% 7.1% 11.3%
2003 44.4% -12.4% 28.2% 11.1% 15.6%
2002 -14.2% 13.0% -8.1% -22.0% 6.0%
2001 2.3% -0.5% 7.6% -21.5% 21.8%
2000 -4.9% 9.8% -2.9% 6.2% -16.0%
1999 96.6% 18.0% 18.7% 7.7% 30.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd PFD 5.89
Carlsberg A/S ORD 5.58
Norwegian Air Shuttle ASA ORD 4.80
Continental AG ORD 4.68
Kinnevik AB ORD 4.52
Citigroup Inc ORD 4.49
Novo Nordisk A/S ORD 4.00
H & M Hennes & Mauritz AB ORD 3.90
Telefonaktiebolaget LM Ericsson ORD 3.49
NOK Cash 3.27
30/06/2017

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date01/12/1993
  • Share Class size7,726Mn
  • Base currencyNOK
  • ISIN NO0008000445

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment250

Charges

  • Annual management1.00%

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).