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Finserve Micro Cap Fund

A 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 Cap/Micro Cap exposure!

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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 notice. The published share value (NAV rate) is based on the latest available data.

Why this fund?

Goals and orientation

The fund's goal is to outperform known small-cap indexes over time and at the same time offer a high risk-adjusted return. Through a unique strategy and broad small company exposure, the portfolio is intended to handle major stock market declines while at the same time offering good exposure during stock market upswings.

Portfolio benefit

The fund's exposure to shares is different, which makes it suitable for mixing with other funds and index products.

Growth

The fund has a broad sector exposure, with a clear overweight towards growth sectors.

Risk

The fund's strategy is to offer investors exposure to companies with high growth, while at the same time striving to keep the risk low.

Exposure

Over time, the fund owns many companies that few other actively managed funds own, even though the companies are listed on the Stockholm Stock Exchange main list.

01/05

Investment strategy

The portfolio

Over time, the portfolio consists of more than 100 companies that are listed on the Stockholm Stock Exchange's main list.

Equal weighting

All equity positions are regularly adjusted to achieve equal weighting and take historical seasonality into account, aiming to minimize risks and maximize returns.

Momentum

In the periods between rebalancing to equal weighting, the fund invests broadly in companies that show a clear positive trend.

Lending

The fund lends shares and the interest goes to the fund's shareholders as part of the value of the fund shares. This helps to increase the fund's expected return and makes it more competitive compared to other funds.

Proud sponsor of Henke the Superman

We support the children's cancer fund Henrik Superman. We make an active choice and support a business that, through its work and commitment, makes life more bearable for many people.

Henke Superman

Documents

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