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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 28.11.2024 ISIN % change from previous day % change YTD Avkastning sedan start % p.a. * Registered for distribution in
European Micro Cap A: 93.4083
B: 132.2556
FI4000242847
FI4000242854
0.40 %
0.40 %
-4.67 %
0.43 %
3.68 % FIN, SWE, NOR
Global Small Cap A: 175.3811
B: 374.8873
FI0008814686
FI0008814694
-0.75 %
-0.75 %
-1.57 %
3.58 %
8.88 % FIN, SWE, NOR
Finland Micro Cap A: 56.1554
B: 223.1342
FI0008802848
FI0008802855
0.59 %
0.59 %
-0.51 %
4.70 %
9.80 % FIN, SWE, NOR
Global Megatrends A: 31.8190
B: 118.0498
FI0008802889
FI0008802897
-1.01 %
-1.01 %
8.33 %
13.54 %
7.71 % FIN, SWE, NOR, GER, AUT
Healthcare A: 117.3083
B: 158.1070
FI4000321088
FI4000321096
0.22 %
0.22 %
7.64 %
12.90 %
7.35 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 153.8790
B: 381.4346
SEK R: 87.8742
FI0008810932
FI0008810940
FI4000496393
0.57 %
0.57 %
0.64 %
-6.42 %
-1.50 %
2.73 %
7.61 % FIN, SWE, NOR, GER
Nordic Small Cap A: 57.3501
B: 210.0466
FI0008802863
FI0008802871
0.61 %
0.61 %
-0.72 %
4.55 %
9.71 % FIN, SWE, NOR, GER, AUT
Sustainable World A: 100.4419
B: 195.0854
SEK R: 84.0268
FI4000024484
FI4000024492
FI4000496351
0.02 %
0.02 %
0.07 %
-9.11 %
-3.95 %
0.21 %
5.06 % FIN, SWE, NOR, GER, AUT

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

Fund facts

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.

FONDITA European Micro Cap
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Equity fund for investing in small European listed enterprises with a market value under 800 million euros.

FONDITA Global Small Cap
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Equity fund for investing in small and medium-size corporations with a market value under 10 billion euros.

FONDITA Finland Micro Cap
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Equity fund for investing in small publicly traded Finnish companies with a market value under 800 million euros.

FONDITA Nordic Micro Cap
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Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.

FONDITA Nordic Small Cap
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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.

FONDITA Global Megatrends
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Thematic equity fund for investing in listed companies whose businesses benefit from increased requirements in environmental protection, changes in demographic trends and development in information technology.

FONDITA Healthcare
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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.

FONDITA Sustainable World
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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.

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?
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

Fondita Healthcare – first healthcare fund in Finland with the highest SFDR sustainability classification, Article 9

Fondita’s global actively managed healthcare fund, Fondita Healthcare, is classified as an Article 9 fund (previously Article 8) as of 1.11.2023. According ... Read more

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