Our funds
The fund

Fondita Nordic Micro Cap is an equity fund investing in small Nordic quality companies with a market capitalisation mainly of up to EUR 800 million. A fund for you who aims to invest in the smallest companies that can deliver strong and sustainable growth. 

Micro companies

Finding and investing in small quality companies in the Nordic countries is a skill we have learnt to master. We realised that innovation, structural growth and entrepreneurship turn some small companies into long-term winners. Therefore, we select highly driven companies with strong growth rates, who are looking to enter international markets with their product or service.

In historical terms, small companies have usually generated better returns than larger ones over time. Moreover, we have seen that high-quality, small companies are often bought out. As a rule, this has benefited the fund once a year on average, since launch in 2006.

Sustainability
Read more about the fund’s sustainability principles:
Fund facts

31.12.2025

Fund size (M€)
96,5
ISIN (A)
FI0008810932
ISIN (B)
FI0008810940
Currency
EUR
Management fee
2,00 % p.a.
Risk indicator
4/7
SFDR Classification
Article 8
The fund manager's comment
In December, global stock markets remained largely unchanged. Further interest rate cuts by the US Federal Reserve were on the agenda. Leading indicators for the Nordic region continue to point to an economic upturn in 2026, driven primarily by Sweden, where GDP growth of around 3% is expected. Nordic micro-cap stocks outperformed larger Nordic companies. This was also the...
Top holdings
Hanza (SE)
6,2 %
Dynavox (SE)
4,8 %
Rejlers (SE)
4,5 %
RaySearch Laboratories (SE)
3,7 %
ProAct IT Group (SE)
3,5 %
Sweden
63 %
Finland
24 %
Norway
7 %
Denmark
6 %
Cash
2 %
Return
1 month
5,4 %
3 months
5,5 %
6 months
6,4 %
YTD
16,2 %
1 year
16,2 %
3 years
21,6 %
5 years
3,4 %
10 years
59,5 %
since launch (29.8.2006)
352 %
since launch p.a.
8,1 %
Sector division
Industrials
29 %
Information Technology
26 %
Health Care
22 %
Consumer Discretionary
16 %
Materials
3 %
Consumer Staples
3 %
Others
2 %
Top 10 holdings
Hanza (SE)
6,2 %
Dynavox (SE)
4,8 %
Rejlers (SE)
4,5 %
RaySearch Laboratories (SE)
3,7 %
ProAct IT Group (SE)
3,5 %
Nederman (SE)
3,5 %
Stille (SE)
3,4 %
RVRC Holding (SE)
3,2 %
GRK Infra (FI)
3,1 %
Boozt (SE)
3,1 %
Country division
Sweden
63 %
Finland
24 %
Norway
7 %
Denmark
6 %
Cash
2 %
Currency exposure
SEK
63 %
EUR
25 %
NOK
7 %
DKK
6 %
Documents

FUND INFORMATION
KID
PAI Statements
Fund rules
Prospectus
REPORTS
Monthly report
Annual report
Semi-annual report
SUSTAINABILITY DOCUMENTS
ESG Report
Shared sustainability documents
Sustainability-related disclosures
CLIENT FORMS
Customer information form for private persons
Customer information form for institutional clients

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.

Our funds
Latest news
Nordic Small Caps: New ideas and key takeaways from Carnegie’s Seminar

We had the opportunity to participate in Carnegie’s Nordic small-cap seminar in Stockholm. Over three days, we met with approximately 20 existing ... Read more

Is it time for active Equity Funds again? 

Trump’s tariff threats have been unsettling the markets for a couple of months. However, the country-specific tariffs announced last week exceeded even the ... Read more

This page was last updated

Web design: Wikström Media
Fondita online Fondita
online