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Here you will find our entire range of funds

All funds
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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…
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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…
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Meriti Ekorren Global
Read more: Meriti Ekorren GlobalMeriti Ekorren Global is a global equity fund. The fund holds individual securities that are judged to perform well or that are undervalued. The fund…
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Finserve Chelverton Global Tech Fund
Read more: Finserve Chelverton Global Tech FundFinserve Chelverton Global Tech Fund invests in technology companies based on 4-5 major technology trends. Currently, the fund is exposed to AI hardware/software, IT security, cloud services and…
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Being Global Active Value Fund
Read more: Being Global Active Value FundThe fund invests in 8-12 listed companies that all have an active owner among the owner list, typically a private equity or an activist owner. Our focus is…
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ORCA Hedge Fund
Read more: ORCA Hedge FundORCA Hedge Fund is a systematic and quantitatively managed hedge fund that strives to deliver stable returns with low correlation to the development of the stock market. Normally, the fund contains around 500 long and short equity positions, carefully selected to minimize the risk in each individual investment and keep the overall risk level well balanced. The management is based on creating exposure…
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Meriti Neutral
Read more: Meriti NeutralThe fund is market neutral and aims for positive absolute returns. The fund invests directly and indirectly in European equities and fixed income instruments. The fund is managed using a systematic data-driven process, and equities are scored and ranked daily. A relatively even distribution of long and short investments results in a net market exposure close to zero. The fund may invest in transferable securities, money market instruments, derivative instruments…
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Finserve Chelverton Thyra Fund
Read more: Finserve Chelverton Thyra FundFinserve Chelverton Thyra Fund is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.
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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…
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Finserve Nordic Factoring Fund LUX
Read more: Finserve Nordic Factoring Fund LUXA unique investment opportunity in the Nordic factoring market. Discover the risk-adjusted return with no or little market correlation. Nordic Factoring Fund Lux is a…
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Meriti Carlsson Norén Yield Opportunity
Read more: Meriti Carlsson Norén Yield OpportunityThe fund is an actively managed fund that seeks an interest-based return by focusing on investments in instruments that are inherently…
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Meriti Carlsson Norén Macro Fund
Read more: Meriti Carlsson Norén Macro FundThe management of the Fund is focused on long and short positions mainly in the fixed income markets in Sweden, Germany, Norway, the USA and the UK and aims to…
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Exelity
Read more: ExelityExelity is a fund that combines investments in shares and what we call financial transactions. The aim is to give the investor a well-balanced…
Selected posts
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Finserve Global Security Fund strengthens Advisory Board – space and defense expert Stefan Gustafsson joins
Read more: Finserve Global Security Fund stärker Advisory Board – rymd- och försvarsexperten Stefan Gustafsson ansluterStockholm, March 13, 2026 Finserve Global Security Fund announces today that space and defense expert Stefan Gustafsson has joined the fund’s Advisory Board. With a background from the Swedish Armed Forces, the defense industry and the international space sector, he brings significant strategic expertise to the fund’s continued development within defense, space and cybersecurity. Stefan Gustafsson was Chief Strategist at Finserve Global Security Fund between 2013 and 2024…
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Finserve Global Security Fund Publishes Annual Performance Report 2025
Read more: Finserve Global Security Fund Publishes Annual Performance Report 2025Finserve Global Security Fund has now published its Annual Performance Report for 2025, providing an overview of the fund's development, investments, and the key market drivers during the year. 2025 was characterized by a continued strong global focus on security, defense, and the resilience of critical infrastructure. Geopolitical tensions, rising defense budgets, and a growing…
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Finserve Global Security Fund publishes Annual Performance Report 2025
Read more: Finserve Global Security Fund publicerar Annual Performance Report 2025Finserve Global Security Fund has now published its Annual Performance Report for 2025, which provides a summary of the fund’s performance, investments and market drivers during the year. 2025 was marked by a continued strong global focus on security, defense and resilience in critical infrastructure. Geopolitical tensions, increased defense budgets and a growing need for cybersecurity have contributed to structural…
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Finserve Micro Cap Monthly Report – February 2026
Read more: Finserve Micro Cap månadsrapport – februari 2026One of the few small-cap funds with a positive one-year return At the end of February, the NAV price for the fund's A class was 111.78. During the month, the A class fell by 3.09 percent and is thus down 3.00 percent since the beginning of the year. Since its inception in December 2023, the fund has outperformed its reference index, OMX Small Cap GI, by approximately 1.93 percentage points. The fund's exposure is close to the index, with…
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Finserve Nordic Factoring Fund monthly report – February 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – februari 2026Nordic Factoring Fund AB (publ) reports an increase of 0.42 percentage points compared to the previous month. The fund's return for 2025 amounts to 5.62 percent after fees. Since the fund's inception in 2019, the fund has had only positive monthly returns. An investment in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio with over 1,000 credit counterparties with…
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Finserve Global Security Fund Monthly Report – February 2026
Read more: Finserve Global Security Fund månadsrapport – februari 2026Escalation in the Middle East changes the risk picture The past month has been marked by a clear rise in the global geopolitical risk level. The long-latent confrontation between Iran and the West has developed into a more direct military confrontation between Iran and the West. The Global Security Fund returned 2.88 % for February. The military operations carried out against targets in…



