EN 
SE 
Innovative
and focused
asset management
When you are looking for something that really makes a difference in your portfolio.
We manage funds with idea-driven precision – for investors who demand more than just the market average.
Invest smarter
Finserve's funds are for those looking for alternatives to broad indices. We offer actively managed strategies with clear focus, sustainable analysis and controlled risk.
We believe in concentrated holdings where each part of the portfolio fulfills a function – whether you are looking for stability, growth or diversification. Our funds are available through advisors and platforms such as Avanza, Nordnet, Fondo, Alpcot, Strivo and Mangold.
Our funds
-
NAV
1 day
1 month
YTD
Finserve Nordic Factoring Fund
Read more: Finserve Nordic Factoring FundNordic Factoring Fund offers a unique fund product for private investors with exposure to the Nordic market for factoring loans. The fund aims to generate an annual average return of 6+ percent at low market risk. At the same time, the co-variation with other asset classes is expected to be low to non-existent. The fund thus functions as an important building block in a well-diversified portfolio.
-
NAV
1 day
1 month
YTD
Finserve Global Security Fund
Read more: Finserve Global Security FundFinserve Global Security Fund is an actively managed equity fund with global exposure and a focus on defense, cybersecurity and space. The fund aims to generate long-term returns by investing in companies that benefit from secular structural growth trends in sectors that can benefit from increased geopolitical uncertainty.
-
NAV
1 day
1 month
YTD
Finserve Micro Cap Fund
Read more: Finserve Micro Cap FundA rules-based fund strategy that invests in genuine Swedish micro-companies listed on the Stockholm Stock Exchange's prestigious main list. Based on historically robust empirical methods, the fund aims to provide a well-balanced portfolio that aims to offer higher risk-adjusted returns compared to the benchmark index (a broad Micro Cap index) and competing funds. We want to diversify your small company/Micro Cap…
News
Here you will find our latest insights, updates and reports – directly from management and the market.
-
The Swedish Financial Supervisory Authority approves Finserve Holding AB's acquisition of Resscapital
Read more: Finansinspektionen godkänner Finserve Holding ABs förvärv av ResscapitalStockholm 2025-09-29 Finserve Nordic AB announces today that the Swedish Financial Supervisory Authority approves Finserve Holding AB's acquisition of Resscapital - together a leading Nordic fund player is created that…
-
Finserve Micro Cap Monthly Report – August 2025 – We prefer company risk to market risk and this year we lead the league
Read more: Finserve Micro Cap månadsrapport – augusti 2025 – Vi föredrar bolagsrisk framför marknadsrisk och i år leder vi liganThe NAV price for the fund's A class was 117.49 in August. The fund's A class fell by 1.50% in August and has been around since the start of December 2023…
-
Finserve Global Security Fund Monthly Report – August 2025 – Short-term decline, continued structural growth in defense
Read more: Finserve Global Security Fund månadsrapport – augusti 2025 – Kortvarig nedgång, fortsatt strukturell tillväxt i försvarAttempts at peace talks between Russia and Ukraine unsettled the market and led to a decline in defense companies. August was the first negative Monday of the year for Global Security…
-
Finserve Chelverton Thyra Fund – August 2025
Read more: Finserve Chelverton Thyra Fund – augusti 2025In August, the second quarter earnings season continued, with positive results from many of our portfolio companies, although overall portfolio performance was dampened by…
-
Finserve Chelverton Global Technology Fund – August 2025
Read more: Finserve Chelverton Global Technology Fund – augusti 2025August continued the second quarter earnings season, with positive results from many of our portfolio companies, although overall portfolio performance was dampened by a…
-
Finserve Nordic Factoring Fund monthly report – August 2025
Read more: Finserve Nordic Factoring Fund månadsrapport – augusti 2025Nordic Factoring Fund AB (publ) reports an increase of 0.54 percentage points compared to the previous month. Investing in Finserve Nordic Factoring Fund gives investors access…
-
Exelity Monthly Report – August 2025
Read more: Exelity månadsrapport – augusti 2025It is pleasing that Exelity closes August at +0.7%, marking the 12th consecutive month of positive returns. Since the undersigned took over the management…
-
Meriti Ekorren Global Monthly Report – August 2025
Read more: Meriti Ekorren Global månadsrapport – augusti 2025Meriti Ekorren Global share class B fell by -0.21 percent during August and during the year the fund has thus risen by +1.24 percent, a development…
-
Meriti Neutral monthly report – August 2025
Read more: Meriti Neutral månadsrapport – augusti 2025Meriti Neutral share class B rose by +0.29 percent in value during August. The fund has thus generated positive returns during all eight months of the year…
-
New trading venue on NASDAQ, same stable credit exposure via factoring
Read more: Ny handelsplats på NASDAQ, samma stabila kreditexponering via factoringAs of September 1, 2025, Nordic Factoring Fund's profit-sharing loans will be traded on Nasdaq Stockholm. For investors, this means:* Improved liquidity and increased transparency*…
-
What is a small company? We clarify the concept.
Read more: Vad är ett småbolag? Vi reder ut begreppet.When we talk about small companies, there are different definitions depending on who you ask. The fund industry and the Stockholm Stock Exchange have different ways of categorizing companies...
About us
Finserve is a Swedish fund company founded in 2006 with a focus on niche, actively managed funds. We are supervised by the Swedish Financial Supervisory Authority and offer strategies that strengthen portfolios – not mirror indexes.