Interested in our funds?
Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
the fund values
|Fund||Share class / NAV of 01.06.2023||ISIN||% change from previous day||% change YTD||Return since inception % p.a. *||Registered for distribution in|
|European Micro Cap||A: 101.9766
|5.18 %||FIN, SWE, NOR|
|European Small Cap||A: 178.9148
|9.62 %||FIN, SWE, NOR|
|Finland Micro Cap||A: 56.1401
|10.17 %||FIN, SWE, NOR|
|Global Megatrends||A: 29.1306
|7.61 %||FIN, SWE, NOR, GER, AUT|
|6.72 %||FIN, SWE, NOR, GER, AUT|
|Nordic Micro Cap||A: 162.2309
|8.32 %||FIN, SWE, NOR, GER|
|Nordic Small Cap||A: 57.0390
|10.06 %||FIN, SWE, NOR, GER, AUT|
|Sustainable Europe||A: 116.0759
|6.49 %||FIN, SWE, NOR, GER, AUT|
* The indicated return numbers in the column refer to the growth units (B)
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.
Equity fund for investing in small European listed enterprises with a market value under 800 million euros.
Equity fund for investing in small and medium-size European corporations with a market value under 4 billion euros.
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.
Equity fund for investing in small publicly traded Finnish companies with a market value under 800 million euros.
Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.
Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.
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.
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.
Equity fund for investing in companies focusing on improving health and wellbeing.
Equity fund for investing in companies whose operations contribute to sustainable development.
Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.
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.
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