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Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
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Fund Share class / NAV of 20.05.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in
2000+ A: 28.9628
B: 97.7883
FI0008802889
FI0008802897
2.72 %
2.72 %
-29.81 %
-25.37 %
7.71 % FIN, SWE, NOR
Equity Spice A: 60.2590
B: 216.9873
FI0008802848
FI0008802855
1.39 %
1.39 %
-20.27 %
-15.75 %
10.71 % FIN, SWE, NOR
European Micro Cap A: 124.9843
B: 159.9870
FI4000242847
FI4000242854
2.12 %
2.12 %
-26.88 %
-22.61 %
9.45 % FIN, SWE, NOR
European Small Cap A: 206.2874
B: 399.8470
FI0008814686
FI0008814694
3.51 %
3.51 %
-26.47 %
-21.99 %
11.24 % FIN, SWE, NOR
Healthcare A: 115.3594
B: 141.2894
FI4000321088
FI4000321096
2.28 %
2.28 %
-25.70 %
-21.13 %
9.18 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.3920
B: 419.2182
FI0008810932
FI0008810940
2.09 %
2.09 %
-30.33 %
-26.16 %
9.54 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 64.9718
B: 215.3679
FI0008802863
FI0008802871
2.87 %
2.87 %
-26.90 %
-22.63 %
10.87 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 135.7012
B: 237.6178
FI4000024484
FI4000024492
2.54 %
2.54 %
-19.44 %
-14.54 %
8.18 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)

Our funds

Thematic funds

We live in a world of constant development. Here are the funds for you who wants to invest in the drivers that will be forming our society for many years to come.

FONDITA 2000+
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Thematic equity fund for investing in listed companies whose businesses benefit from increased requirements in environmental protection, changes in demographic trends and development in information technology.

FONDITA Healthcare
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Equity fund for investing in companies focusing on improving health and wellbeing.

FONDITA Sustainable Europe
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Equity fund for investing in companies whose operations contribute to sustainable development.

Nordic small caps

Interested in investing in the Nordics? Here are funds for you who wants to invest in smaller specialised companies with strong market positions and excellent potential for the future.

FONDITA Equity Spice
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The Fondita Equity Spice Investment Fund primarily invests in publicly traded Finnish companies.

FONDITA Nordic Micro Cap
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Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.

FONDITA Nordic Small Cap
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Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.

European small caps

Let’s go Europe! There is a sea of possibilities here, and as responsible investors, we make sure to invest in first-rate companies with great prospects for growth.

FONDITA European Micro Cap
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Equity fund for investing in small European listed enterprises with a market value under 800 million euros.

FONDITA European Small Cap
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Equity fund for investing in small and medium-size European corporations with a market value under 4 billion euros.

Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.

Our investment philosophy

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

Our portfolios are comprised of around 35–45 stocks. 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.

Interested in keeping up with our latest news?
Fondita Healthcare winner in Lipper Europe!

The fund analysis company Refinitiv Lipper  has named the winners of its annual ranking of investment funds. Fondita Healthcare won the best ... Read more

Annual Review of Responsible Investments

Today we published Fondita’s first Annual Responsible Investment Review. We want to actively promote responsible investing, and with this review we aim ... Read more

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Fund Share class / NAV of 20.05.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in
2000+ A: 28.9628
B: 97.7883
FI0008802889
FI0008802897
2.72 %
2.72 %
-29.81 %
-25.37 %
7.71 % FIN, SWE, NOR
Equity Spice A: 60.2590
B: 216.9873
FI0008802848
FI0008802855
1.39 %
1.39 %
-20.27 %
-15.75 %
10.71 % FIN, SWE, NOR
European Micro Cap A: 124.9843
B: 159.9870
FI4000242847
FI4000242854
2.12 %
2.12 %
-26.88 %
-22.61 %
9.45 % FIN, SWE, NOR
European Small Cap A: 206.2874
B: 399.8470
FI0008814686
FI0008814694
3.51 %
3.51 %
-26.47 %
-21.99 %
11.24 % FIN, SWE, NOR
Healthcare A: 115.3594
B: 141.2894
FI4000321088
FI4000321096
2.28 %
2.28 %
-25.70 %
-21.13 %
9.18 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.3920
B: 419.2182
FI0008810932
FI0008810940
2.09 %
2.09 %
-30.33 %
-26.16 %
9.54 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 64.9718
B: 215.3679
FI0008802863
FI0008802871
2.87 %
2.87 %
-26.90 %
-22.63 %
10.87 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 135.7012
B: 237.6178
FI4000024484
FI4000024492
2.54 %
2.54 %
-19.44 %
-14.54 %
8.18 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)