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Innovative
and focused
asset management
Home of Finserve Nordic Factoring Fund, Finserve Global Security Fund and Finserve Micro Cap Fund
Our funds
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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.
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Finserve Global Security Fund
Read more: Finserve Global Security FundAn escalated strategic race and global competition between the world's largest states in technology, space, critical raw materials and access to natural resources are creating megatrends for decades to come.
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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
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Exelity Monthly Report – January 2025
Read more: Exelity Monthly Report – January 2025During January, the equity leg performed particularly well, with strong optimism overall in the stock market. This lifted the performance of the fund, which closed January at +3.8% for…
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Finserve Nordic Factoring Fund monthly report – January 2025
Read more: Finserve Nordic Factoring Fund monthly report – January 2025Nordic Factoring Fund AB (publ) reports a NAV price for January of 100.41, an increase of 0.41 percentage points compared to the previous month. The fund has…
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Finserve Chelverton Thyra Fund – January 2025
Read more: Finserve Chelverton Thyra Fund – January 2025The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which…
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Finserve Chelverton Global Technology Fund – January 2025
Read more: Finserve Chelverton Global Technology Fund – January 2025The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which…
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Meriti Ekorren Global Monthly Report – January 2025
Read more: Meriti Ekorren Global Monthly Report – January 2025Meriti Ekorren Global share class B rose by +3.21% during January and the fund's increase in value since the fund's launch on December 4, 2023, the increase in value thus amounts to…
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Meriti Neutral monthly report – January 2025
Read more: Meriti Neutral monthly report – January 2025Meriti Neutral share class B rose in value by +0.12 percent during January, and the fund has thus, since the start of the strategy pro forma 2010-06-30,…
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Finserve Global Security Fund Monthly Report – January 2025
Read more: Finserve Global Security Fund Monthly Report – January 2025Global Security Fund followed up a strong 2024 with a return of 7.74 % in January. Over the past 36 months, the fund has…
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Finserve Micro Cap Monthly Report – January 2025
Read more: Finserve Micro Cap Monthly Report – January 2025Consumer and medtech sector in focus The NAV price for the fund's A class was 109.15 in December. The fund's A class rose by 1.45% in January and has since…
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Finserve Global Security Fund Monthly Report – December 2024
Read more: Finserve Global Security Fund Monthly Report – December 2024Finserve Global Security Fund ended 2024 with a strong annual return of 29.22 %, despite a decline of -3.61 % in December. During the month…
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Finserve Nordic Factoring Fund monthly report – December 2024
Read more: Finserve Nordic Factoring Fund monthly report – December 2024Nordic Factoring Fund AB (publ) reports a NAV rate for December of 105.87, an increase of 0.45 percentage points compared to the previous month. This year's yield…
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What is a small company? We clarify the concept.
Read more: What is a small company? We clarify the concept.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...
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About us
Finserve Nordic AB is a fund company and authorized manager with headquarters in Stockholm, Sweden. The company was founded in 2006 and distributes Nordic Factoring Fund, Finserve Micro Cap Fund and Finserve Global Security Fund. Finserve strives for a diversified and holistic portfolio strategy.
Finserve Nordic AB is under the supervision and control of the Financial Supervisory Authority, with permission to conduct activities including management of UCITS, AIF, discretionary portfolio management (LAIF/LVF) and investment advice.