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SE Proud sponsor of Henke Superman
We support the Henrik Superman children's cancer foundation. We make an active choice and support a business that, through its work and commitment, makes life more bearable for many people.
Small companies have a greater opportunity to create value over time than large companies.
Historically robust and empirically proven strategies that show an equal-weighted portfolio outperforms a value-weighted portfolio over time
Historically robust and empirically proven to buy more of the companies that have
a good trend creates better
return
The fund discretionarily lends out parts of the portfolio's shares and thereby receives lending interest. It increases the expected return of the fund and its competitiveness in comparison with other funds.
Responsible trustee
Joakim Stenberg has more than 25 years of experience in the financial industry and founded several successful companies.
He has worked and founded fund companies and started several well-appreciated funds and products.
Joakim sits on the board of several listed and unlisted small companies.
Finserve COO
Gustav Lindgren has about 8 years of experience from the financial industry in alternative investments and derivatives. Responsible for the risk function at Finserve Nordic since Q3 2021 but has previous experience from, among others, SEB. Gustav has a Bachelor of Arts in Economics from Lawrence University, Wisconsin.
Sustainability manager Finserve
For the past two years, Fredrik Carlsson has worked at Finserve Nordic as a sustainability and company analyst with overall responsibility for Finserve Nordic's sustainability work. Fredrik comes from university studies in sustainability science with a focus on risk management and reporting.
It is difficult to get access to genuine small companies in fund format. Most index products have value-weighted portfolios that mirror large-cap indexes. The vast majority of managers do not buy small companies because the size of the managed capital affects the incentive to own the share, as the effect in the portfolio becomes small. Also liquidity and the fact that there are few shares in circulation (free float) make it more difficult for managers to buy smaller companies and in most cases impossible for index products to include them.
A known factor in financial theory is based on the fact that small and medium-sized companies over time give higher returns than large companies. As the number of company analysts is continuously decreasing, especially for small companies, and algorithms and robots are gaining more and more influence, it is difficult to assess and predict the development of these stocks. And even with analysis, it is almost impossible to predict which company will be the next big company and with a concentrated portfolio there is the risk that the active manager will miss the stock winners.
Increasing index saving, and saving in funds with large managed capital, means that these investment products experience ever greater fluctuations (volatility) compared to small company products. In the event of unexpected events, the increased volatility is particularly noticeable when rapid and broad sales of shares (risk off) take place. The risk increases due to directional trading, fund outflows, systematic strategies and various types of mandatory rules are activated.
The factors above mean that the risk of investing in individual companies increases, but at the same time it means an increased return potential, especially in smaller companies.
-They usually say that time on the stock market beats timing. In other words, long-termism pays off, not least when things are worried on the stock market.
Swedbank is the administrator of the fund and can be traded directly through Swedbank. Subscription notification and fund account opening documents can be found under Fund documents.
In order to make a well-founded investment, we have compiled all the necessary regulatory documents. Here you can find our prospectus, fact sheet and more.
We support the Henrik Superman children's cancer foundation. We make an active choice and support a business that, through its work and commitment, makes life more bearable for many people.
You can find complete information about Finserve's funds in the funds' Fact Sheets and Information Brochures. On the same page, you will also find other documents including full and half-year reports. The material on these pages is intended as general product information only. It should not be seen as investment advice or investment recommendations, and should not be used as a basis for investment decisions. You should always read the fund's Fact Sheet and Information Brochure/Prospectus before you start saving in a fund. We cannot guarantee that the information is complete and it is subject to change without prior notice. The published share value (NAV rate) is based on the most current data available.