Finserve Global Defence & Security Fund

Fund Performance

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.

Why this fund?

Global multi-cap portfolio

The portfolio is globally diversified and invests in both established market leaders and fast-growing innovators. This allows the fund to capture growth across multiple parts of the value chain, from traditional defense platforms to space, sensors, cyber, software, communications, and autonomous systems.

Deep domain expertise

The management team combines financial analysis with sector and security policy understanding. The team is supported by an Advisory Board with extensive experience from the Swedish Armed Forces, intelligence operations and the space sector.

Diversification against geopolitical risk

The fund offers exposure to the defense sector, which is often driven by long-term structural needs rather than traditional market cycles. Historically, the fund has shown low beta against broad stock indices and resilience during periods of heightened geopolitical tensions, making it a potential addition to a broader portfolio.

01/03

Investment strategy

Total defence

Critical and necessary investments

Increased geopolitical tensions are driving up defence budgets globally and creating an increased focus on the total defence 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 defence.

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 defence & resilience.

Former Swedish Army Chief, Senior Advisor at the School of Economics & Head of Advisory Board at the Global Defence & Security Fund.

Karl Engelbrektson

Advisory Board & Management Team

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

Advisory Board

Karl Engelbrektson

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

Stefan Gustafsson

Strategic advisor, board member & subject matter expert in the space & defence sectors. Former SVP for strategy & strategic security at Svenska Rymdaktiebolaget (SSC). Former senior executive in the Swedish Armed Forces.
Advisory Board

Andreas Wiman

25 years of experience from the Defence 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, Employee

Joakim Agerback

Trustee of the Finserve Global Defense & Security Fund