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Our fund offering is designed to complement traditional investments with new types of exposure. Here you will find strategies with different orientations, risk levels and drivers, so you can build a more balanced portfolio.
All funds
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Open: Finserve Global Defence & Security Fund
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Finserve Global Defense & Security Fund
Read more: Finserve Global Defence & Security FundFinserve Global Defence & Security Fund is an actively managed equity fund with global exposure and a focus on defence, cybersecurity and space. The fund aims…
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Open: Finserve Micro Cap Fund
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Finserve Micro Cap Fund
Read more: Finserve Micro Cap FundA 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…
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Open: Meriti Ekorren Global
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Meriti Ekorren Global
Read more: Meriti Ekorren GlobalMeriti Ekorren Global is a global equity fund. The fund holds individual securities that are judged to perform well or that are undervalued. The fund…
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Open: Finserve Chelverton Global Tech Fund
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Finserve Chelverton Global Tech Fund
Read more: Finserve Chelverton Global Tech FundFinserve Chelverton Global Tech Fund invests in technology companies based on 4-5 major technology trends. Currently, the fund is exposed to AI hardware/software, IT security, cloud services and…
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Open: Being Global Active Value Fund
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Being Global Active Value Fund
Read more: Being Global Active Value FundThe fund invests in 8-12 listed companies that all have an active owner among the owner list, typically a private equity or an activist owner. Our focus is…
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Open: ORCA Hedge Fund
ORCA Hedge Fund
Read more: ORCA Hedge FundORCA Hedge Fund is a systematic and quantitatively managed hedge fund that strives to deliver stable returns with low correlation to the development of the stock market. Normally, the fund contains around 500 long and short equity positions, carefully selected to minimize the risk in each individual investment and keep the overall risk level well balanced. The management is based on creating exposure…
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Open: Meriti Neutral
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Meriti Neutral
Read more: Meriti NeutralThe fund is market neutral and aims for positive absolute returns. The fund invests directly and indirectly in European equities and fixed income instruments. The fund is managed using a systematic data-driven process, and equities are scored and ranked daily. A relatively even distribution of long and short investments results in a net market exposure close to zero. The fund may invest in transferable securities, money market instruments, derivative instruments…
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Open: Finserve Chelverton Thyra Fund
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Finserve Chelverton Thyra Fund
Read more: Finserve Chelverton Thyra FundFinserve Chelverton Thyra Fund is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.
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Open: Finserve Nordic Factoring Fund
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Finserve Nordic Factoring Fund
Read more: Finserve Nordic Factoring FundNordic Factoring Fund offers a unique fund product for private investors with exposure to the Nordic market for factoring loans. The fund aims to…
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Open: Finserve Nordic Factoring Fund LUX
Finserve Nordic Factoring Fund LUX
Read more: Finserve Nordic Factoring Fund LUXA unique investment opportunity in the Nordic factoring market. Discover the risk-adjusted return with no or little market correlation. Nordic Factoring Fund Lux is a…
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Open: Meriti Carlsson Norén Yield Opportunity
Meriti Carlsson Norén Yield Opportunity
Read more: Meriti Carlsson Norén Yield OpportunityThe fund is an actively managed fund that seeks an interest-based return by focusing on investments in instruments that are inherently…
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Open: Meriti Carlsson Norén Macro Fund
Meriti Carlsson Norén Macro Fund
Read more: Meriti Carlsson Norén Macro FundThe management of the Fund is focused on long and short positions mainly in the fixed income markets in Sweden, Germany, Norway, the USA and the UK and aims to…
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Open: Finserve Avenue
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Finserve Avenue
Read more: Finserve AvenueThe fund is a special fund that invests in transferable securities, fund units, derivative instruments, money market instruments and in accounts with credit institutions. The fund intends to generate returns through diversified…
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Open: Exelity
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Exelity
Read more: ExelityExelity is a fund that combines investments in shares and what we call financial transactions. The aim is to give the investor a well-balanced…
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Finserve Micro Cap monthly report – July 2026
Read more: Finserve Micro Cap månadsrapport – juli 2026AI will bolster biotech and medtech companies. At the end of July, the NAV price for the fund’s Class A shares stood at 108.15. During the month, the Class A shares rose by 0.83%, representing a return of -6.15 % since the start of the year. Over a rolling twelve-month period, the return stands at -6.04 %. July saw a cautious market July was characterised by continued weak performance among Swedish micro-cap companies (companies with a market capitalisation of less than approximately 16mdr). The large-cap index rose by 2.32% during…
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Exelity monthly report – July 2026
Read more: Exelity månadsrapport – juli 2026As usual, July is the quietest month of the year for Exelity. Trading activity is virtually non-existent whilst large sections of the market are on holiday, and this year was no exception. Despite this, we ended the month on a stable note at +0.3 %. It was a strong July, given that most Swedish large- and small-cap indices were down during…
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Finserve Nordic Factoring Fund monthly report – July 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – juli 2026Nordic Factoring Fund AB (publ) reports a decrease of 0.14 percentage points compared to the previous month. The fund's return for 2025 amounts to 5.62 per cent after fees. Since the fund's inception in 2019, it has only had positive monthly returns. An investment in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio with over 1,000 credit counterparties with...
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Finserve Chelverton Thyra Fund – July 2026
Read more: Finserve Chelverton Thyra Fund – juli 2026In July, the second-quarter reporting period for our portfolio companies began. In summary, the figures along the entire supply chain show that demand for AI still far exceeds supply. Most importantly, the figures from the major cloud players – so-called hyperscalers (Microsoft, Google, Meta and Amazon, all of which we own) – were very strong; we saw accelerating growth,…
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Finserve Chelverton Global Technology Fund – July 2026
Read more: Finserve Chelverton Global Technology Fund – juli 2026In July, the second-quarter reporting period for our portfolio companies began. In summary, the figures along the entire supply chain show that demand for AI still far exceeds supply. Most importantly, the figures from the major cloud players – so-called hyperscalers (Microsoft, Google, Meta and Amazon, all of which we own) – were very strong; we saw accelerating growth,…
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Finserve Global Defence & Security Fund monthly report – July 2026 – Strong earnings meet lower valuations
Read more: Finserve Global Defence & Security Fund månadsrapport – juli 2026 – Starka rapporter möter lägre värderingarFinserve Global Defence & Security Fund dropped 4.02 per cent in July. The month was characterised by continued volatility within the defence sector and profit-taking following a longer period of strong share price performance. At the same time, capital continued to seek out other growth areas, primarily technology and AI. We assess that the decline mainly reflects a changed market sentiment and greater caution regarding…
