SKAGEN Global B
Equity fund
1 year
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.
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
14 Jul 2025
- Start date31 Dec 2013
- ISINNO0010679012
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 0,80 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Canadian Pacific Kansas City Ltd6.9%
- TMX Group Ltd5.9%
- Abbott Laboratories5.7%
- Microsoft Corp5.5%
- Moodys Corp5.0%
- Amazon.com Inc4.9%
- JPMorgan Chase & Co4.3%
- Waste Management Inc4.2%
- Aegon Ltd4.1%
- Visa Inc Class A4.1%