EN 
SE All our funds
Here you will find our entire range of funds
All funds
-
NAV
1 day
1 month
YTD
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 is creating megatrends for…
-
NAV
1 day
1 month
YTD
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…
-
Meriti Neutral
Read more: Meriti NeutralThe fund is market neutral and strives for positive absolute returns. The fund invests directly and indirectly in European shares and fixed income instruments. The fund is managed with a…
-
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…
-
NAV
1 day
1 month
YTD
Global Technology Fund
Read more: Global Technology FundThe Global Technology Fund invests in technology companies based on 4-5 major technology trends. Currently, the fund is exposed to gaming, IT security, cloud services and semiconductors.
-
NAV
1 day
1 month
YTD
Being and Investment Active Value A
Read more: Being and Investment Active Value AThe 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…
-
NAV
1 day
1 month
YTD
Thyra Hedge Fund
Read more: Thyra Hedge FundThyra Hedge Fund is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.
-
NAV
1 day
1 month
YTD
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…
-
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…
-
Joakim Stenberg in Placerapodden: Great opportunities in small companies!
Read more: Joakim Stenberg in Placerapodden: Great opportunities in small companies!Our manager Joakim Stenberg was a guest on Placerapodden today and shared his insights regarding the Finserve Micro Cap Fund and the unique opportunities that exist within the small company segment. "The smallest small companies are lagging behind the larger ones and have great potential to catch up with lower interest rates and higher risk appetite." - J. Stenberg Do you want to hear...
-
Global Security Fund Monthly Report – August 2024
Read more: Global Security Fund Monthly Report – August 2024The fund gave a stable return during August in a volatile stock market climate. Despite the fact that the krona strengthened and gave a relatively large negative profit contribution, the fund gave a positive return of 1.40 %. That takes the fund up to 25.67 % for the year. Cybersecurity companies had a strong month following quarterly reports from the likes of Fortinet, Cloudflare, CrowdStrike, Intel and Cisco. Fortinet stood…
-
Finserve Micro Cap Monthly Report – August 2024
Read more: Finserve Micro Cap Monthly Report – August 2024Market overview August 2024 was a month filled with events that affected both the global and Swedish markets. At the beginning of the month, markets fell sharply due to an unexpected interest rate hike in Japan and poor employment figures from the US. Japan was hit hard, creating unease in markets globally. However, at the end of the month, the markets started to recover when…
-
Nordic Factoring Fund monthly report – August 2024
Read more: Nordic Factoring Fund monthly report – August 2024Nordic Factoring Fund AB (publ) reports a NAV rate for August of 103.96, an increase of 0.45 % compared to the previous month. Investing in the Finserve Nordic Factoring Fund offers investors access to a well-diversified, low-volatility portfolio, consisting of over 250 counterparties with high credit ratings. The fund's portfolio has a low correlation with other asset classes such as interest rates,…
-
Exelity Monthly Report – August 2024
Read more: Exelity Monthly Report – August 2024After only positive return months in 2024, Exelity closes -1% for August and thus +17% for the full year 2024. The beginning of the month was marked by major stock market rout, a rover that did not fully recover. While the OMX Stockholm PI and the First North Index were down about 0.5%, the OMX Small Cap saw an even bigger decline during the month at -4%.…
-
GP Bullhound Technology Fund – August 2024
Read more: GP Bullhound Technology Fund – August 2024Market volatility within the big tech names has continued to be high as concerns about AI returns have arisen. However, the fundamentals of the industry have not changed and the strength in the AI area continues. Our July and August manufacturing and export data from Taiwan and Korea clearly point to further growth, and not forgetting the strong figures from TSMC…
