All funds

SKAGEN Global B

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • SKAGEN Global har et internasjonalt investeringsmandat. Fondets strategi er å finne selskaper av høy kvalitet til en lav pris, som kjennetegnes av å være undervurderte, underanalyserte og upopulære. For å redusere risiko søker fondet å opprettholde en fornuftig geografisk og sektormessig balanse.
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Investment horizon

  • SKAGEN Global B is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    08 Oct 2025

  • Start date
    31 Dec 2013
  • ISIN
    NO0010679012

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 0,80 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Canadian Pacific Kansas City Ltd
    7.2%
  • Abbott Laboratories
    6.0%
  • Microsoft Corp
    5.9%
  • TMX Group Ltd
    5.5%
  • Amazon.com Inc
    5.4%
  • Aegon Ltd
    4.8%
  • Moodys Corp
    4.6%
  • Waste Management Inc
    4.4%
  • Mastercard Inc Class A
    4.3%
  • MSCI Inc
    4.2%