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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 offers funds for those looking for alternatives to broad indices and want to add real benefit to your portfolio.
With a combination of controlled analysis and systematic precision, we offer both concentrated and broad portfolios – to find companies and opportunities that others often miss. Our focus is on smarter investments that contribute to long-term value growth and strengthen portfolio returns and resilience.
Our funds are available through advisors and platforms such as Avanza, Nordnet, Fondo, Alpcot, Strivo and Mangold, among others.
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 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.
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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
Here you will find our latest insights, updates and reports – directly from management and the market.
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Exelity Monthly Report – July 2025
Read more: Exelity månadsrapport – juli 2025Exelity continues to print positive return months and closes July at +3.7%. This means the fund is +23% for the full year 2025 (2024: +26%), with no listed…
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Finserve Micro Cap Monthly Report – July 2025 – Recovery for the smallest has gained momentum
Read more: Finserve Micro Cap månadsrapport – juli 2025 – Återhämtning för de minsta har tagit fartThe NAV price for the fund's A class was 119.29 in July. The fund's A class rose by 5.39% in July and has been around since the start in December 2023…
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Finserve Global Security Fund Monthly Report – July 2025 – Geopolitical concerns continue to drive strong performance
Read more: Finserve Global Security Fund månadsrapport – juli 2025 – Geopolitisk oro ger fortsatt medvindThe Global Security Fund continued its positive trend in July with a return of 3.27%. The month was marked by several geopolitical events that strengthened…
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Finserve Nordic Factoring Fund Monthly Report – July 2025
Read more: Finserve Nordic Factoring Fund månadsrapport – juli 2025Nordic Factoring Fund AB (publ) reports an increase of 0.44 percentage points compared to the previous month. Investing in Finserve Nordic Factoring Fund gives investors access…
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Meriti Ekorren Global Monthly Report – July 2025
Read more: Meriti Ekorren Global månadsrapport – juli 2025Meriti Ekorren Global share class B rose by +3.84 percent during July and during the year the fund has thus risen by +1.45 percent. Since the fund's launch…
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Meriti Neutral monthly report – July 2025
Read more: Meriti Neutral månadsrapport – juli 2025Meriti Neutral share class B rose in value by +0.33 percent during July. The fund has thus generated positive returns during all seven months of the year…
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Finserve Chelverton Global Technology Fund – July 2025
Read more: Finserve Chelverton Global Technology Fund – juli 2025The second quarter earnings season began in July. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund's positive performance. Perhaps…
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Finserve Chelverton Thyra Fund – July 2025
Read more: Finserve Chelverton Thyra Fund – juli 2025The second quarter earnings season began in July. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund's positive performance. Perhaps…
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Exelity Monthly Report – June 2025
Read more: Exelity månadsrapport – juni 2025The month of June was characterized by strong stock market performance for small companies but a bit more quiet in the transaction market. When we sum up the month, the return after fees ended at…
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Finserve Chelverton Global Technology Fund – June 2025
Read more: Finserve Chelverton Global Technology Fund – juni 2025June was a strong month for the portfolio, up 10.8 % (return in SEK). In terms of performance, June is a quiet month, but one of our…
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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.