Finserve Global Security Fund

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

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.

Investment strategy

Total defense

Critical and necessary investments

Geopolitical uncertainty and increased risk have led Western governments to decide on extensive investment programs for total defence. The EU needs to increase its defense appropriations by more than 40 % to achieve NATO's goal that defense investments should be 2 % of GDP.

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 an increasingly large part of our digitized society. Space is becoming increasingly strategically important and the world's superstates are making huge investments in space programs. Space is undergoing strong growth that is higher than the global economy as a whole.

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.

Portfolio benefit and an appropriate portfolio complement

The fund is designed to offer solid returns regardless of market fluctuations, allowing investors to remain exposed to the stock market without worrying about perfect timing.

01/04

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 Engelbrektsson

Advisory Board & Management Team

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

Advisory Board

Karl Engelbrechtson

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

Andreas Wiman

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

Glenn Nilsson

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

Inge Heydorn

20 years of experience in the technology & cyber security sector
Advisory Board

Joakim Agerback

20 years experience in asset management RCM, IPM and Finserve, Fundamental & systematic management