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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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Finserve Global Security Fund Monthly Report – February 2025
Read more: Finserve Global Security Fund Monthly Report – February 2025Global Security Fund is the top fund on Nordnet & Avanza with a return of 6.79 % in February The eventful weeks with the Trump administration's…
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Finserve Nordic Factoring Fund monthly report – February 2025
Read more: Finserve Nordic Factoring Fund monthly report – February 2025Nordic Factoring Fund AB (publ) reports a NAV price for February of 100.80, an increase of 0.39 percentage points compared to the previous month.Investment in Finserve…
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Finserve Chelverton Thyra Fund – February 2025
Read more: Finserve Chelverton Thyra Fund – February 2025February was very volatile, especially when it comes to technology stocks. Tariffs and trade wars were in focus. Companies with an AI focus were…
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Finserve Chelverton Global Technology Fund – February 2025
Read more: Finserve Chelverton Global Technology Fund – February 2025February was very volatile, especially when it comes to technology stocks. Tariffs and trade wars were in focus. Companies with an AI focus were…
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Meriti Ekorren Global Monthly Report – February 2025
Read more: Meriti Ekorren Global Monthly Report – February 2025Meriti Ekorren Global share class B fell by -2.96% during February and during the year the fund has thus risen by +0.16 percent. Since the fund's launch on…
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Meriti Neutral monthly report – February 2025
Read more: Meriti Neutral monthly report – February 2025Meriti Neutral share class B rose by +1.43 percent in value during February, and the fund has thus risen by +1.56 percent since the turn of the year. Since…
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Exelity Monthly Report – February 2025
Read more: Exelity Monthly Report – February 2025Strong month in February where the fund closes at +2.5% after fees, and is thus +6.4% for the full year 2025. This means Exelity is +54% since…
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Finserve Micro Cap Monthly Report – February 2025
Read more: Finserve Micro Cap Monthly Report – February 2025Some small companies always go against the grain. The NAV price for the fund's A class was 107.15 in February. The fund's A class fell by 1.69% in February and is…
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European defense stocks show continued strength – managers see strategic pattern
Read more: European defense stocks show continued strength – managers see strategic patternDespite yesterday's strong gains, European defense stock markets continue to show positive development. According to manager Joakim Agerback, the lack of profit taking is a significant sign of strength,…
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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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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...

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.