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COVID-19, an infectious disease first discovered in Wuhan in December 2019. The virus has since been spreading fast globally.

SKAGEN Global

US holdings drive relative gains as coronavirus pandemic breaks 11-year global equity bull run 

SKAGEN Global A was down 15.51% over the quarter, outperforming the MSCI All Country World Index which dropped 19.25%.

Figures as at 31/03/2020 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 Q1 2020 report for more information

Video Update: Watch a coronavirus update by Portfolio Manager, Knut Gezelius

SKAGEN Kon-Tiki

Absolute and relative weakness as Materials holdings struggle amid global economic shutdown

SKAGEN Kon-Tiki A fell 25.77% during the quarter, underperforming the MSCI Emerging Markets Index which dropped 21.84%.

Figures as at 31/03/2020 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 highly active, global emerging market equity fund which seeks to generate long-term capital growth through a high conviction portfolio of companies which are listed in, or have significant exposure to, developing markets. 

Quarterly Report: Read the SKAGEN Kon-Tiki Q1 2020 report for more information

Video Update: Watch a coronavirus update by Portfolio Manager, Fredrik Bjelland

SKAGEN m²

Global real estate hit by coronavirus shutdown and market volatility; long-term drivers intact

SKAGEN m² A dropped 25.19% during the quarter, underperforming the MSCI All Country World Index Real Estate IMI benchmark index which was down 24.54%.

Figures as at 31/03/2020 in EUR, net of fees and annualised for periods greater than one year
* Inception date: 31/10/2012

** Benchmark was the MSCI ACWI Real Estate IMI ex REITS from 11/07/2017 to 30/09/2019

SKAGEN m² is a long-only, actively managed real estate fund that seeks to generate long-term capital growth by investing in listed property companies from across the globe.

Quarterly Report: Read the SKAGEN m² Q1 2020 report for more information

SKAGEN Focus

Absolute and relative losses; portfolio attractively valued and positioned for Asia recovery

SKAGEN Focus A dropped 34.74% over the quarter, underperforming the MSCI All Country World Index which fell 19.25%.

Figures as at 31/03/2020 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 Q1 2020 report for more information
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