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
Fund Share class / NAV of 15.05.2025 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in**
Global Megatrends A: 28.7624
B: 109.8264
I: 114.5122
FI0008802889
FI0008802897
FI4000411178
0.87 %
0.87 %
0.87 %
-6.57 %
-3.84 %
-3.56 %
7.28 % FIN, SWE, NOR, GER, AUT
Healthcare A: 97.7827
B: 135.6982
I: 141.4685
FI4000321088
FI4000321096
FI4000411202
0.15 %
0.15 %
0.16 %
-13.74 %
-11.18 %
-10.91 %
4.51 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 164.2715
B: 419.1881
I: 437.8133
FI0008810932
FI0008810940
FI4000411186
0.08 %
0.08 %
0.08 %
4.60 %
7.68 %
8.01 %
7.95 % FIN, SWE, NOR, GER
Nordic Small Cap A: 57.1296
B: 215.5272
I: 225.6541
FI0008802863
FI0008802871
FI4000411160
-0.13 %
-0.13 %
-0.13 %
-1.29 %
1.68 %
1.98 %
9.65 % FIN, SWE, NOR, GER, AUT
Sustainable World A: 88.1333
B: 176.3329
I: 184.2085
FI4000024484
FI4000024492
FI4000411194
-0.13 %
-0.13 %
-0.12 %
-7.79 %
-5.02 %
-4.74 %
4.13 % 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

Thematic funds

FONDITA Global Megatrends
Read more

Thematic global equity fund that invests in companies that are well positioned for expected significant structural changes in society, so-called megatrends.

FONDITA Healthcare
Read more

Fondita Healthcare is an actively managed, global healthcare fund. In line with the Article 9 sustainability rating, the fund's social sustainability objective is to invest in companies that promote health and well-being, as well as access to healthcare and equality in their own business operations.

FONDITA Sustainable World
Read more

Equity fund for investing in companies whose operations contribute to sustainable development.

Small caps

There is a sea of possibilities here, and as responsible investors, we make sure to invest in first-rate companies with great prospects for growth.

FONDITA Nordic Micro Cap
Read more

Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.

FONDITA Nordic Small Cap
Read more

Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.

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?
Is it time for active Equity Funds again? 

Trump’s tariff threats have been unsettling the markets for a couple of months. However, the country-specific tariffs announced last week exceeded even the ... Read more

Our Portfolio Managers on the road in March

Kenneth Blomqvist and Janna Haahtela attended two investor conferences in March, meeting with 33 companies, 19 of which are current portfolio holdings. ... Read more

This page was last updated

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.