Fondita Global Small Cap is an actively managed equity fund that invests in a limited number of quality companies, whose market capitalization is mainly between EUR 1 billion and EUR 10 billion. The fund invests in approximately 35 companies, with a sustainable and proven business model.
The fund invests in smaller companies that are already successful either in their local home market or internationally. In the small cap segment, we find many family-owned companies that have gone from being local champions to today bringing their expertise to the world.
The fund invests in companies whose growth is driven by long-term structural drivers and changes in society, as well as in companies whose potential for improvement and profit growth is expected to materialize even in a few years’ time. The focus is on investing in companies with high levels of profitability and cash flows combined with healthy balance sheets at a reasonable share valuation.
By investing globally in the stock market’s smaller companies, which have shown faster growth in the past than large companies, we see good opportunities for a good risk-adjusted return. This is not least because of the number of possible investment objects and the geographical diversification.
Read more about the fund’s sustainability principles:
Portfolio managers
31.8.2024
Total client relationship allow for changes in tariff rate.
FUND INFORMATION
| KID | |
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| PAI Statements | |
| Fund rules | |
| Prospectus |
REPORTS
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| Annual report |
SUSTAINABILITY DOCUMENTS
| Sustainability-related disclosures | |
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| ESG Report | |
| Responsible Investment Policy |
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
