Interested in our funds?

Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
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the fund values
Fund Share class / NAV of 24.07.2024 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in
European Micro Cap A: 92.5536
B: 131.0457
-0.88 %
-0.88 %
-5.54 %
-0.49 %
3.73 % FIN, SWE, NOR
European Small Cap A: 176.8625
B: 378.0535
-0.64 %
-0.64 %
-0.74 %
4.45 %
9.15 % FIN, SWE, NOR
Finland Micro Cap A: 57.3768
B: 227.9860
-1.61 %
-1.61 %
1.65 %
6.97 %
10.01 % FIN, SWE, NOR
Global Megatrends A: 31.2488
B: 115.9366
-2.12 %
-2.12 %
6.39 %
11.50 %
7.75 % FIN, SWE, NOR, GER, AUT
Healthcare A: 116.7032
B: 157.2921
0.06 %
0.06 %
7.08 %
12.32 %
7.69 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 161.4768
B: 400.2683
-0.95 %
-0.95 %
-1.80 %
3.36 %
8.05 % FIN, SWE, NOR, GER
Nordic Small Cap A: 61.5104
B: 225.2834
-0.92 %
-0.92 %
6.49 %
12.13 %
10.13 % FIN, SWE, NOR, GER, AUT
Sustainable Europe A: 104.2874
B: 202.5539
-0.12 %
-0.12 %
-5.63 %
-0.27 %
5.50 % FIN, SWE, NOR, GER, AUT

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

Our funds

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.

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 Finland Micro Cap
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Equity fund for investing in small publicly traded Finnish companies with a market value under 800 million euros.

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.

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 Global Megatrends
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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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Fondita Healthcare is an actively managed, global healthcare fund. In line with the Article 9 sustainability rating, the fund's social sustainability objective is to invest in companies that promote health and well-being, as well as access to healthcare and equality in their own business operations.

FONDITA Sustainable Europe
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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.

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?
Order execution

Fondita has documented procedures to ensure that due diligence is exercised in fund operations and that the investment fund’s orders achieve the ... Read more

Fondita Annual Responsible Investment Review 2023

Fondita’s Annual Responsible Investment Review for 2023 has been published and can be found here. As we look back at 2023, we ... Read more

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