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

31.10.2025

Fund size (M€)
91,4
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
Oktober var en stark månad för globala aktiemarknader, stödd av starka kvartalsrapporter och av den förväntade räntesänkningen från den amerikanska centralbanken. Den initiala oron kring handelskonflikten mellan USA och Kina avtog mot slutet av månaden efter ett möte mellan ländernas ledare. Riskaptiten hölls på en rätt hög nivå, vilket syntes i en fortsatt...
Top holdings
Microsoft (US)
4,9 %
Rheinmetall (DE)
4,7 %
Schneider Electric (FR)
4,3 %
Xylem (US)
4,3 %
Eli Lilly & Co (US)
4,1 %
USA
62 %
Switzerland
12 %
Sweden
8 %
Germany
7 %
France
4 %
Return
1 month
4,2 %
3 months
6,2 %
6 months
15,9 %
YTD
4,8 %
1 year
4,2 %
3 years
31,7 %
5 years
35,8 %
10 years
94,9 %
since launch (14.9.1998)
612 %
since launch p.a.
7,5 %
Sector division
Information Technology
33 %
Health Care
31 %
Industrials
29 %
Consumer Discretionary
2 %
Other
5 %
Top 10 holdings
Microsoft (US)
4,9 %
Rheinmetall (DE)
4,7 %
Schneider Electric (FR)
4,3 %
Xylem (US)
4,3 %
Eli Lilly & Co (US)
4,1 %
Arista Networks (US)
4,0 %
Advanced Micro Devices (US)
3,5 %
Eaton (US)
3,3 %
Sandoz Group (CH)
3,2 %
Hewlett Packard (US)
3,1 %
Country division
USA
62 %
Switzerland
12 %
Sweden
8 %
Germany
7 %
France
4 %
Denmark
2 %
Other
5 %
Currency exposure
USD
62 %
EUR
16 %
CHF
12 %
SEK
8 %
DKK
2 %
GBP
0 %
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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