Fondita Nordic Small Cap is an equity fund that invests in Nordic small and medium-sized quality companies with a market capitalisation of up to EUR 3 billion.
In the Nordic countries, small caps have high quality with good technology or a strong position in a niche segment. Innovation, structural growth and entrepreneurship are the key driving factors behind these small companies’ long-term success.
Many are often engaged in early expansion efforts while already taking some steps internationally. Successful expansion can at best create large shareholder values, as we have historically seen in the Nordic small cap market.
Read more about the fund’s sustainability principles:
Portfolio managers
31.8.2023
Total client relationship allow for changes in tariff rate.
FUND INFORMATION
| KID | |
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| PAI Statements | |
| Fund rules | |
| KID DE | |
| KID I DE | |
| Prospectus |
REPORTS
| Monthly report | |
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| Annual report |
SUSTAINABILITY DOCUMENTS
| ESG Report | |
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| Exclusion list |
This is marketing communication. The past performance of the investment fund does not provide any guarantee of future results. Read the fund prospectus and KID (Key Information Document) before making any investment decisions. The fund prospectus and KID are available on English, Finnish and Swedish at our website.
Fondita
