Our funds
The fund

Fondita Global Megatrends Investment Fund is a global equity fund that invests in companies that are well positioned for expected significant structural changes in society, so-called megatrends.

Theme

Examples of these megatrends include an increased demand for climate- and environmentally smart solutions, demographic changes that primarily benefit companies in health and well-being, the continuous digitalization and technological development, and an increased need for investments in defense and security.

We see long term sustainable and structural growth prospects within these areas and prefer market-leading quality companies regardless of size.

The fund is classified as an Article 8 fund (SFDR) and the holdings promotes, among other characteristics, environmental and social characteristics and follows good governance practice. 

The fund is managed by Janna Haahtela and Marcus Björkstén 

Sustainability
Read more about the fund’s sustainability principles:

 

Portfolio managers

Marcus Björkstén

Portfolio Manager, Head of Portfolio Management
Fund facts

30.6.2026

Fund size (M€)
64
ISIN (A)
FI0008802889
ISIN (B)
FI0008802897
Currency
EUR
Management fee
2,00 % p.a.
Risk indicator
4/7
SFDR Classification
Article 8
The fund manager's comment
June was a decent month for global equity markets. A de-escalation in the Iran conflict and falling oil prices provided a supportive backdrop, though the AI trade showed signs of fatigue with some notable volatility among tech stocks exposed to AI-related investments. The standout development was a clear rotation into healthcare, which outperformed the broader market by a ...
Top holdings
CrowdStrike (US)
5,8 %
Nvidia (US)
4,9 %
Microsoft (US)
4,6 %
Alphabet (US)
4,0 %
Advanced Micro Devices (US)
4,0 %
USA
66 %
Switzerland
10 %
Sweden
7 %
France
3 %
Germany
3 %
Return
1 month
0,3 %
3 months
26,2 %
6 months
15,9 %
YTD
15,9 %
1 year
20,1 %
3 years
28,3 %
5 years
11,4 %
10 years
115,7 %
since launch (14.9.1998)
687 %
since launch p.a.
7,7 %
Sector division
Information Technology
41 %
Health Care
30 %
Industrials
21 %
Communication
4 %
Materials
2 %
Other
2 %
Top 10 holdings
CrowdStrike (US)
5,8 %
Nvidia (US)
4,9 %
Microsoft (US)
4,6 %
Alphabet (US)
4,0 %
Advanced Micro Devices (US)
4,0 %
Hewlett Packard Enterprise (US)
3,9 %
Eaton (US)
3,8 %
First Solar (US)
3,6 %
Sandoz Group (CH)
3,4 %
Eli & Lilly (US)
3,2 %
Country division
USA
66 %
Switzerland
10 %
Sweden
7 %
France
3 %
Germany
3 %
Spain
3 %
Other
8 %
Currency exposure
USD
63 %
EUR
16 %
CHF
11 %
SEK
7 %
DKK
3 %
Documents

FUND INFORMATION
KID
PAI Statements
Holdings
Fund rules
Prospectus
REPORTS
Monthly report
Annual report
Semi-annual report
SUSTAINABILITY DOCUMENTS
Austrian Ecolabel
European SRI Transparency Code
ESG Report
Shared sustainability documents
Sustainability-related disclosures

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.

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