Interested in our funds?
Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
the funds’ development
|Fund||Share class / NAV of 22.03.2023||ISIN||% change from previous day||% change YTD||Return since inception % p.a. *||Registered for distribution in**|
|Global Megatrends||A: 26.9887
|7.34 %||FIN, SWE, NOR, GER, AUT|
|6.01 %||FIN, SWE, NOR, GER, AUT|
|Nordic Micro Cap||A: 164.5095
|8.52 %||FIN, SWE, NOR, GER|
|Nordic Small Cap||A: 53.8917
|9.90 %||FIN, SWE, NOR, GER, AUT|
|Sustainable Europe||A: 117.8099
|6.74 %||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
Nordic small cap
Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.
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.
Consume and invest responsibly!
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A company with high organic growth
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