Despite vacations in Europe and the US, August has been eventful in terms of macro, geopolitics, corporate news and reports. The stock market has been weaker during…
During the month of July, Finserve Global Security Fund recorded a negative return of -1.1%, which was slightly worse than MSCI World. Despite slightly lower…
The Finserve Global Security Fund performed strongly during the month of June, driven by positive developments in the defense and cyber security sectors. Both sectors benefited from…
Finserve Global Security Fund (GSF), a fund that invests globally in companies in defence, cyber security and space, hires Sweden's former army chief Karl Engelbrektson...
The Global Security Fund was up 2.5 % for the month following strong contributions from the cyber security sector benefiting from the AI trend. The cyber security sector and especially growth companies within…
The fund developed negatively during the month of April, -2.3 %, mainly against the background of concerns about weaker guidance going forward for IT companies and defense companies. Among negative…
March was a strong month for technology, which clearly favored the fund's cybersecurity exposure. Among holdings that performed well were Microsoft, Intel and…
The fund was up 2 % during the month, which is positive considering that the stock market in the USA Nasdaq was down 1 % and MSCI...
Happy New Year! Finserve Global Security Fund's return for 2022 was 10 % and thus achieved returns of double-digit positive returns. The fund has…