Interested in our funds?

Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
Stay updated on
the funds’ development

EXPAND

Fund Share class / NAV of 29.11.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in**
Global Megatrends A: 27.2931
B: 92.1518
I: 94.2880
FI0008802889
FI0008802897
FI4000411178
-0.42 %
-0.42 %
-0.41 %
-33.85 %
-29.67 %
-29.13 %
7.27 % FIN, SWE, NOR, GER, AUT
Healthcare A: 107.4240
B: 131.5705
I: 134.4929
FI4000321088
FI4000321096
FI4000411202
-0.17 %
-0.17 %
-0.17 %
-30.81 %
-26.56 %
-26.02 %
6.34 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 168.7523
B: 379.5441
I: 388.6815
FI0008810932
FI0008810940
FI4000411186
-0.34 %
-0.34 %
-0.34 %
-36.93 %
-33.15 %
-32.65 %
8.55 % FIN, SWE, NOR, GER
Nordic Small Cap A: 58.2913
B: 193.2231
I: 198.0741
FI0008802863
FI0008802871
FI4000411160
-0.54 %
-0.54 %
-0.54 %
-34.42 %
-30.59 %
-30.00 %
10.16 % FIN, SWE, NOR, GER, AUT
Sustainable Europe A: 124.0153
B: 217.1542
I: 222.4293
FI4000024484
FI4000024492
FI4000411194
-0.85 %
-0.85 %
-0.84 %
-26.38 %
-21.90 %
-21.32 %
6.95 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)
** I-share class only available for EU/EEA investors excluding the Nordic countries

Fund facts

Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.

Our investment philosophy

Key aspects of our investment philosophy

Active long-term perspective – continuity

We have a shared investment philosophy for all of Fondita’s funds. It is based on concentrated portfolios with an active stock selection with long-term perspective and sustainability as deciding elements. Our investment philosophy has been the same since the start in 1997, and it has shown good results.

Companies with potential – quality

The companies our experienced fund managers select for our funds are primarily small and mid-size companies in the Nordics and Europe.

The requirements for our companies are many and we prefer businesses that, among other things, have strong market positions, established profitability, great future possibilities and carefully considered sustainability strategies.

Ongoing contact – closeness

With concentrated portfolios we are able to follow our investments closely. We hold regular meetings with the companies’ management boards and with competitors and customers. This way, we can guarantee a broad overview of the companies’ future possibilities on the market.

Interested in keeping up with our latest news?
Consume and invest responsibly!

In recent days, the media has been flooded with Black Friday campaigns. Ironically, the marketing campaigns for the annual shopping spree started ... Read more

A company with high organic growth

Picture: Alfen One of the fund’s holdings that has made a strong positive contribution to the fund’s return is Alfen. Alfen is a ... Read more

Web design: Wikström Media
Fondita online Fondita
online

Prenumerera på vårt nyhetsbrev

Vill du få nyheter direkt från Fondita?

Fyll i din e-postadress och bekräfta din prenumeration genom att klicka på länken i mejlet som vi skickar till din e-post.

Ta del av kurserna och fondernas utveckling

Fund Share class / NAV of 29.11.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in**
Global Megatrends A: 27.2931
B: 92.1518
I: 94.2880
FI0008802889
FI0008802897
FI4000411178
-0.42 %
-0.42 %
-0.41 %
-33.85 %
-29.67 %
-29.13 %
7.27 % FIN, SWE, NOR, GER, AUT
Healthcare A: 107.4240
B: 131.5705
I: 134.4929
FI4000321088
FI4000321096
FI4000411202
-0.17 %
-0.17 %
-0.17 %
-30.81 %
-26.56 %
-26.02 %
6.34 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 168.7523
B: 379.5441
I: 388.6815
FI0008810932
FI0008810940
FI4000411186
-0.34 %
-0.34 %
-0.34 %
-36.93 %
-33.15 %
-32.65 %
8.55 % FIN, SWE, NOR, GER
Nordic Small Cap A: 58.2913
B: 193.2231
I: 198.0741
FI0008802863
FI0008802871
FI4000411160
-0.54 %
-0.54 %
-0.54 %
-34.42 %
-30.59 %
-30.00 %
10.16 % FIN, SWE, NOR, GER, AUT
Sustainable Europe A: 124.0153
B: 217.1542
I: 222.4293
FI4000024484
FI4000024492
FI4000411194
-0.85 %
-0.85 %
-0.84 %
-26.38 %
-21.90 %
-21.32 %
6.95 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)
** I-share class only available for EU/EEA investors excluding the Nordic countries