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Finserve Global Security Fund

Finserve Global Security Fund is an actively managed equity fund with global exposure and a focus on defense, cybersecurity and space. The fund aims to generate long-term returns by investing in companies that benefit from secular structural growth trends in sectors that can benefit from increased geopolitical uncertainty.

Buy the fund

NAV

1 day

1 month

YTD

Fund development

Start date

2019-02-21

Bank transfer

5877-1775

ISIN

LU1822851538

Open for trade

Daily

Management fee

1.6%

Running costs

See fact sheet

Risk

4/7

Read more

Read more

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?

Returns driven by long-term megatrends

Given the sectors the fund invests in, and the macro trends that support these sectors, we have a strong belief in the fund's ability to generate a high return over time.

Unique competence in management teams

Our team combines decades of experience from the defense industry, the financial world and the technology sector.

Risk spreading against, above all, geopolitical concerns

By investing in a variety of sectors and geographical areas, the fund achieves a natural spread of risk. This minimizes the impact of any negative events in any single sector or region.

01/03

Investment strategy

Total defense

Critical and necessary investments

Increased geopolitical tensions are driving up defense budgets globally and creating an increased focus on the total defense and resilience of democratic societies. At the same time, the growing influence of the BRICS countries is changing the global balance of power, further emphasizing the need for investment in security and defense.

Cyber security

Investments that cannot be avoided and are required at all levels

A megatrend driven by geopolitical uncertainty and a global, ever-faster rate of digitization. The growth rate is significantly faster than the market as a whole. Large investments are carried out by both states and companies and are difficult to avoid even in economic downturns

Space

New global intensified race between superstates

Space is becoming increasingly important in enabling digital growth and sustainable transformation.
The commercialization of the space sector is accelerating, with satellite technology playing a crucial role in digital communications, data collection and surveillance. The sector is expected to grow significantly faster than the global economy as a whole.

We have great challenges ahead of us with a global security order that is truly challenged and poses real threats, at the same time we also have great opportunities & conditions to bring about great improvements in the world. But we need a clearer strategy & a strong united West and major investments in defense & resilience.

Sweden's former head of the army, Senior Advisor at the School of Economics & Head of Advisory Board at the Global Security Fund.

Karl Engelbrektson

Advisory Board & Management Team

Our team combines decades of experience from the defense industry, the financial world and the technology sector.

  • Karl Engelbrektson

    Head of Advisory Board former Chief of the Swedish Army, Sweden's representative in NATO & EU

  • Andreas Wiman

    25 years of experience from the Defense Industry, the Armed Forces & Must

  • Glenn Nilsson

    30 years in the financial industry & 10 years in the Armed Forces, former vice president Max Mathiessen

  • Inge Heydorn

    20 years of experience in the technology & cyber security sector

  • Joakim Agerback
    ,

    Joakim Agerback

    Trustee of Finserve Global Security Fund. 20 years of experience in asset management at RCM, IPM and Finserve, Fundamental & systematic management

  • ,

    Shayan Heidari

    Portfolio Manager. 8 years in the financial industry as an analyst & manager with a focus on quantitative, systematic strategies

Documents

Selected posts