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Ranked 2060 out of 2870 in - Global Equities over 12 months
All calculations are in USD

Managed by

Søren Milo Christensen

Søren Milo Christensen works at Skagen where he runs equity funds with a value investment style. Prior to joining Skagen in 2010, he worked at Bankinvest for 10 years as a portfolio manager. Since 2010, Søren has been managing the Skagen Global Fund investing in large and mid cap stocks. Søren studied at Copenhagen Business School and has an MSc in finance and accounting. He is based in Stavanger in Norway and outside of work he enjoys football and skiing.

Knut Gezelius

Tomas Johansson

Chris-Tommy Simonsen


This is an actively managed fund with a global investment mandate. The fund's strategy is to find low-priced, high-quality companies that are undervalued, underresearched and unpopular. To reduce risk, the fund seeks to maintain a reasonable geographic and sectoral balance. Active management entails that the portfolio managers invest in companies on the basis of their own analyses. With common sense and long-term planning, the portfolio managers try to avoid investing in popular companies and industries at a price that is too high relative to those companies fundamental value and earnings.

Showing fund performance globally. You can view performance in individual jurisdictions.


Global Equities over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 1.6% -0.1% -11.8%
2014 -6.3% 0.0% 6.0% -6.4% -5.6%
2013 20.3% 3.9% -0.3% 7.8% 7.8%
2012 18.1% 13.4% -10.5% 10.5% 5.2%
2011 -9.0% 7.7% -1.7% -20.4% 7.9%
2010 15.6% 2.9% -13.1% 16.9% 10.6%
2009 53.7% -8.0% 29.7% 21.3% 6.2%
2008 -47.2% -6.5% 0.3% -24.1% -25.9%
2007 24.1% 3.8% 13.8% 5.2% 0.0%
2006 34.9% 13.2% -2.0% 6.2% 14.6%
2005 24.5% 3.6% 1.4% 13.1% 4.8%
2004 36.8% 8.4% -1.0% 7.0% 19.2%
2003 69.6% -8.0% 30.9% 15.3% 22.2%
2002 -0.6% 10.5% 1.1% -20.5% 12.0%
2001 -5.9% -9.3% 2.2% -19.3% 25.9%
2000 -13.1% 8.6% -2.3% -8.6% -10.4%
1999 102.1% 16.4% 19.6% 12.1% 29.4%
1998 42.4% 15.3% 2.3% -9.7% 33.6%
1997 -8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Citigroup Inc ORD 6.25
American International Group Inc ORD 5.67
General Electric Co ORD 5.37
Nordea Bank AB ORD 3.61
Roche Holding AG Par 3.42
Alphabet Inc ORD 3.11
Samsung Electronics Co Ltd ORD 3.09
Samsung Electronics Co Ltd PFD 3.05
Microsoft Corp ORD 2.89
Merck & Co Inc ORD 2.69

Registered For Sale In

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

Fund Info

  • Launch date07/08/1997
  • Share Class size35,431Mn
  • Base currencyNOK
  • ISIN NO0008004009

Purchase Info

  • Min. initial investment0
  • Min. additional investment250


  • Annual management1.00%
  • Initial investment0

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