Interested in our funds?
Choose fund according to your preferences. Here you can find funds with companies focusing on megatrends, the Nordics and Europe!
Small caps
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.
Equity fund for investing in small European listed enterprises with a market value under 800 million euros.
Equity fund for investing in small and medium-size corporations with a market value under 10 billion euros.
Equity fund for investing in small publicly traded Finnish companies with a market value under 800 million euros.
Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.
Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.
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.
Thematic global equity fund that invests in companies that are well positioned for expected significant structural changes in society, so-called megatrends.
Fondita Healthcare is an actively managed, global healthcare fund. In line with the Article 9 sustainability rating, the fund's social sustainability objective is to invest in companies that promote health and well-being, as well as access to healthcare and equality in their own business operations.
Equity fund for investing in companies whose operations contribute to sustainable development.
Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.
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.
Fondita Nordic Small Cap – One of the Winners in the Swedish Fund Selection Agency’s Procurement!
On February19, The Swedish Fund Selection Agency (Fondtorgsnämnden, FTN) announced the results in the procurement of Nordic equity funds small-cap. A total ... Read more
Small cap trip to Copenhagen
At the beginning of January, we flew to Copenhagen where we spent three intensive days meeting about 30 Nordic small caps, both ... Read more
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