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Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!

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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.

FONDITA 2000+

FONDITA Healthcare

FONDITA Sustainable Europe

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.

FONDITA Equity Spice

FONDITA Nordic Micro Cap

FONDITA Nordic Small Cap

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

FONDITA European Small Cap

Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.

Responsible investment and sustainability.

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.

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