Interested in our funds?

Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
Stay updated on
the stock prices and
the funds’ development

EXPAND

Fund Share class / NAV of 27.05.2022 ISIN % change from previous day % change YTD Avkastning sedan start % p.a. * Registered for distribution in
2000+ A: 29.2173
B: 98.6476
FI0008802889
FI0008802897
2.56 %
2.56 %
-29.19 %
-24.72 %
7.74 % FIN, SWE, NOR
Equity Spice A: 60.4173
B: 217.5575
FI0008802848
FI0008802855
1.82 %
1.82 %
-20.06 %
-15.53 %
10.71 % FIN, SWE, NOR
European Micro Cap A: 124.5011
B: 159.3685
FI4000242847
FI4000242854
1.93 %
1.93 %
-27.17 %
-22.91 %
9.33 % FIN, SWE, NOR
European Small Cap A: 207.0149
B: 401.2571
FI0008814686
FI0008814694
3.23 %
3.23 %
-26.21 %
-21.72 %
11.25 % FIN, SWE, NOR
Healthcare A: 115.3319
B: 141.2558
FI4000321088
FI4000321096
1.08 %
1.08 %
-25.71 %
-21.15 %
9.13 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.5934
B: 419.6710
SEK R: 87.6565
FI0008810932
FI0008810940
FI4000411186
2.58 %
2.58 %
2.67 %
-30.26 %
-26.08 %
-23.77 %
9.53 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 65.9030
B: 218.4545
FI0008802863
FI0008802871
2.98 %
2.98 %
-25.86 %
-21.52 %
10.93 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 137.5720
B: 240.8936
SEK R: 93.7584
FI4000024484
FI4000024492
FI4000411194
2.12 %
2.12 %
2.21 %
-18.33 %
-13.36 %
-10.61 %
8.30 % FIN, SWE, NOR, GER, AUT

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

Fund facts

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.

Nordic small cap

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.

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.

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?
Web design: Wikström Media
Fondita online Fondita
online

Prenumerera på vårt nyhetsbrev

Vill du få nyheter direkt från Fondita?

Fyll i din e-postadress och bekräfta din prenumeration genom att klicka på länken i mejlet som vi skickar till din e-post.

Ta del av kurserna och fondernas utveckling

Fund Share class / NAV of 27.05.2022 ISIN % change from previous day % change YTD Avkastning sedan start % p.a. * Registered for distribution in
2000+ A: 29.2173
B: 98.6476
FI0008802889
FI0008802897
2.56 %
2.56 %
-29.19 %
-24.72 %
7.74 % FIN, SWE, NOR
Equity Spice A: 60.4173
B: 217.5575
FI0008802848
FI0008802855
1.82 %
1.82 %
-20.06 %
-15.53 %
10.71 % FIN, SWE, NOR
European Micro Cap A: 124.5011
B: 159.3685
FI4000242847
FI4000242854
1.93 %
1.93 %
-27.17 %
-22.91 %
9.33 % FIN, SWE, NOR
European Small Cap A: 207.0149
B: 401.2571
FI0008814686
FI0008814694
3.23 %
3.23 %
-26.21 %
-21.72 %
11.25 % FIN, SWE, NOR
Healthcare A: 115.3319
B: 141.2558
FI4000321088
FI4000321096
1.08 %
1.08 %
-25.71 %
-21.15 %
9.13 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.5934
B: 419.6710
SEK R: 87.6565
FI0008810932
FI0008810940
FI4000411186
2.58 %
2.58 %
2.67 %
-30.26 %
-26.08 %
-23.77 %
9.53 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 65.9030
B: 218.4545
FI0008802863
FI0008802871
2.98 %
2.98 %
-25.86 %
-21.52 %
10.93 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 137.5720
B: 240.8936
SEK R: 93.7584
FI4000024484
FI4000024492
FI4000411194
2.12 %
2.12 %
2.21 %
-18.33 %
-13.36 %
-10.61 %
8.30 % FIN, SWE, NOR, GER, AUT

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