Fondita European Small Cap is an equity fund that invests in a limited number of small and medium-sized European quality companies with a market capitalisation of up to EUR 4 billion. The fund has a concentrated portfolio and invests in companies, whose long-term growth is mainly driven by structural factors and societal changes.
The fund invests in small caps that have already succeeded and can showcase a business model that works internationally. The small cap segment holds many family-owned companies that have gone from being local champions to bringing their know-how to the world.
Such companies focus on demographic changes in terms of both individual health and well-being, as well as changing consumer behaviours, the widespread digitisation of society, an increased focus on the environment and climate, and the manufacturing industry’s progress towards increasingly automated processes.
These are smaller listed companies that have shown stronger growth and greater potential. They often have both their own niche and a solid market position resulting in strong profitability.
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 | |
| Prospectus |
REPORTS
| Monthly report | |
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| Annual report |
SUSTAINABILITY DOCUMENTS
| ESG Report | |
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| Responsible Investment Policy | |
| 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
