Our funds
The fund

Fondita Global Megatrends Investment Fund is a global equity fund that invests in companies that are well positioned for expected significant structural changes in society, so-called megatrends.

Theme

Examples of these megatrends include an increased demand for climate- and environmentally smart solutions, demographic changes that primarily benefit companies in health and well-being, the continuous digitalization and technological development, and an increased need for investments in defense and security.

We see long term sustainable and structural growth prospects within these areas and prefer market-leading quality companies regardless of size.

The fund is classified as an Article 8 fund (SFDR) and the holdings promotes, among other characteristics, environmental and social characteristics and follows good governance practice. 

The fund is managed by Janna Haahtela and Marcus Björkstén 

Sustainability
Read more about the fund’s sustainability principles:

 

Fund facts

31.3.2025

Fund size (M€)
97,5
ISIN (A)
FI0008802889
ISIN (B)
FI0008802897
Currency
EUR
Management fee
2,00 % p.a.
Risk indicator
4/7
SFDR Classification
Article 8
The fund manager's comment
March was a weak month for global equity markets overall. The main reason for the weak market seems to be fear that tariffs imposed by Trump will slow down global economic growth, increase inflation, and increasingly hurt consumer confidence. Small Caps outperformed Large Caps globally, which is most likely derived from the fact that smaller companies tend to have a bigger...
Top holdings
Nvidia (US)
6,1 %
Republic Services (US)
4,8 %
Eli Lilly & Co (US)
4,1 %
Stryker (US)
3,9 %
Microsoft (US)
3,6 %
USA
61 %
Switzerland
12 %
Sweden
8 %
Germany
5 %
Denmark
5 %
Return
1 month
-10,9 %
3 months
-10,5 %
6 months
-11,9 %
YTD
-10,5 %
1 year
-11,0 %
3 years
-7,2 %
5 years
44,4 %
10 years
66,1 %
since launch (14.9.1998)
507,6 %
since launch p.a.
7,0 %
Sector division
Health Care
38 %
Information Technology
36 %
Industrials
24 %
Other
2 %
Top 10 holdings
Nvidia (US)
6,1 %
Republic Services (US)
4,8 %
Eli Lilly & Co (US)
4,1 %
Stryker (US)
3,9 %
Microsoft (US)
3,6 %
Schneider Electric (FR)
3,5 %
Xylem (US)
3,4 %
Lonza Group (CH)
3,4 %
ServiceNow (US)
3,3 %
ASM International (US)
3,2 %
Country division
USA
61 %
Switzerland
12 %
Sweden
8 %
Germany
5 %
Denmark
5 %
France
4 %
Other
6 %
Currency exposure
USD
61 %
EUR
14 %
CHF
12 %
SEK
8 %
DKK
5 %
GBP
1 %
Fees
TER
2,00 %
Subscription fee
0,00 %
Redemption fee
0,00 %

Total client relationship allow for changes in tariff rate.

Documents

FUND INFORMATION
KID
PAI Statements
Holdings
Fund rules
Prospectus
REPORTS
Monthly report
Annual report
Semi-annual report
SUSTAINABILITY DOCUMENTS
Austrian Ecolabel
European SRI Transparency Code
ESG Report
Shared sustainability documents
Sustainability-related disclosures

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.

Our funds
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

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