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SKAGEN Global

US holdings’ strength drives absolute and relative gains as four new holdings enter the fund . SKAGEN Global A climbed 5.3% over the quarter, outperforming the MSCI All Country World Index which rose 2.0%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year.


* Inception date: 07/08/1997 

** Before 01/01/2010 benchmark was MSCI World Index

SKAGEN Global is a high conviction, active equity fund which aims to generate long-term capital growth by investing in undervalued companies from across the globe.
 

Quarterly Report: Read the SKAGEN Global Q2 2019 Report here.

 

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SKAGEN Kon-Tiki

New investments contribute positively as monetary policy turns dovish amid EM volatility. SKAGEN Kon-Tiki A added 0.7% in the quarter, outperforming the MSCI Emerging Markets Index which fell 0.7%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 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 Kon-Tiki is a high conviction, active equity fund which seeks to generate long-term capital growth through investments in carefully selected companies which are listed in, or have significant exposure to, emerging markets.
 

Quarterly Report: Read the SKAGEN Kon-Tiki Q2 2019 Report here.

 

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SKAGEN Focus

Metro takeover offer drives absolute gains as global trade tensions create new opportunities. SKAGEN Focus A increased 0.4% over the quarter, underperforming the MSCI All Country World Index which added 2.0%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 26/05/2015

 

SKAGEN Focus is a high conviction, active equity fund that seeks to generate long-term capital growth by investing in a portfolio focused on small and mid-cap companies from across the globe.
 

Quarterly Report: Read the SKAGEN Focus Q2 2019 Report here.

 

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SKAGEN Insight 

Activism headwinds as trade war sparks market jitters but portfolio progress remains positive. SKAGEN Insight A lost 2.5% during the quarter, underperforming the MSCI World Index which rose 2.4%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year. *Inception date: 21/08/2017

 

SKAGEN Insight is a high conviction, active equity fund which aims to deliver long-term capital growth by investing in the most attractive shareholder activist campaigns from around the world.


Quarterly Report: Read the SKAGEN Insight Q2 2019 Report here.

 

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SKAGEN m2

Scandinavian holdings drive relative gains; portfolio resilient and attractively valued. SKAGEN m2 A dipped 0.2% during the quarter, outperforming the MSCI All Country World Index IMI Real Estate ex Equity REITS index which fell 3.6%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 31/10/2012

 

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.
 

Quarterly Report: Read the SKAGEN m2 Q2 2019 Report here.

 

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SKAGEN Tellus

Falling long-term interest rates and tightening credit spreads drive positive absolute return. SKAGEN Tellus A added 1.3% in the quarter, underperforming the JPM Broad GBI Unhedged index which climbed 2.0%.

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Figures as at 30/06/2019 in EUR, net of fees and annualised for periods greater than one year
* Inception date 29/09/2006

** Before 01/01/2013 benchmark was Barclay's Capital Global Treasury Index 3-5 years

SKAGEN Tellus invests primarily in bonds and certificates issued or guaranteed by governments from around the world with the objective of providing the best possible risk-adjusted return.
 

Quarterly Report: Read the SKAGEN Tellus Q2 2019 Report here.

 

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All contribution figures are based on NOK returns at the fund level.


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 subscription and management fees. The return may become negative as a result of negative price developments.
This message is only intended for the recipient and may contain confidential or other private information.

 

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In het verleden behaalde resultaten zijn geen garantie voor toekomstige resultaten. Toekomstige resultaten zullen, onder andere, afhangen van marktontwikkelingen, de competenties van de fondsbeheerder, het risicoprofiel van het fonds en de beheervergoeding. Het resultaat kan negatief worden als gevolg van negatieve prijsontwikkelingen.