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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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Finserve Nordic Factoring Fund monthly report – May 2025
Read more: Finserve Nordic Factoring Fund monthly report – May 2025Nordic Factoring Fund AB (publ) reports a NAV price for May of 102.19, an increase of 0.48 percentage points compared to the previous month.Investment in Finserve…
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Finserve Chelverton Global Technology Fund – May 2025
Read more: Finserve Chelverton Global Technology Fund – May 2025After a turbulent April, where customs news dominated, May – fortunately for us – was significantly more focused on company fundamentals. During May,…
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Finserve Chelverton Thyra Fund – May 2025
Read more: Finserve Chelverton Thyra Fund – May 2025After a turbulent April, where customs news dominated, May – to our delight – became significantly more focused on company fundamentals. During the month,…
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Meriti Neutral monthly report – May 2025
Read more: Meriti Neutral monthly report – May 2025Meriti Neutral share class B rose by +2.03 percent in value during May, and the fund has thus risen by +4.78 percent in 2025. Since…
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Meriti Ekorren Global Monthly Report – May 2025
Read more: Meriti Ekorren Global Monthly Report – May 2025Meriti Ekorren Global share class B rose by +6.85 percent during the month and during the year the fund has thus fallen by -6.47 percent. Since the fund's launch…
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Exelity Monthly Report – May 2025
Read more: Exelity Monthly Report – May 2025Exelity continues to avoid negative return months, closing May at +3.1%. This means the fund has only had one negative return month, August 2024 -1%, since…
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Finserve Global Security Fund Monthly Report – May 2025 – Continued rally in defense stocks despite macro concerns
Read more: Finserve Global Security Fund Monthly Report – May 2025 – Continued rally in defense stocks despite macro concernsThe defense sector continued to rise in May, and the Global Security Fund returned 12.3 % during the month and 34.9 % so far this year.…
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Finserve Micro Cap Monthly Report – May 2025 – Our trend model delivers impact
Read more: Finserve Micro Cap Monthly Report – May 2025 – Our trend model delivers impactThe NAV price for the fund's A class was 108.03 in May. The fund's A class rose by 4.74% in May and has been around since the start in December 2023…
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Finserve Global Security Fund Monthly Report – April 2025
Read more: Finserve Global Security Fund Monthly Report – April 2025Global Security Fund rose 3.19 % in April and is up 20.07 % since the beginning of the year. Stock markets recovered after the month's initial decline but…
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Finserve Micro Cap Monthly Report – April 2025
Read more: Finserve Micro Cap Monthly Report – April 2025April 2025 – The smallest companies have more company risk than market risk The NAV price for the fund's A class was 103.14 in April. The fund's A class went…
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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 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.