Fondita Nordic Micro Cap is an equity fund investing in small Nordic quality companies with a market capitalisation of up to EUR 800 million. A fund for you who aims to invest in the smallest companies that can deliver strong and sustainable growth.
Finding and investing in small quality companies in the Nordic countries is a skill we have learnt to master. We realised that innovation, structural growth and entrepreneurship turn some small companies into long-term winners. Therefore, we select highly driven companies with strong growth rates, who are looking to enter international markets with their product or service.
In historical terms, small companies have usually generated better returns than larger ones over time. Moreover, we have seen that high-quality, small companies are often bought out. As a rule, this has benefited the fund once a year on average, since launch in 2006.
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
