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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.
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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 Global Defence & Security Fund monthly report – August 2026
Read more: Finserve Global Defence & Security Fund månadsrapport – augusti 2026Defence sector: Industrial scale and capacity, order intake and lower valuations. The Finserve Global Defence & Security Fund rose by 2.37 % in August. Against a backdrop of continued strong order intake, improved margins and estimates, forward-looking valuations continue to fall. We can also see that earnings growth is rising steadily, whilst share prices in the sector are characterised by high volatility and weaker performance than previously. The strongest performance during the month was in the cyber security sector, whilst the weakest performance was among US defence companies. Volatility is characterised by sector rotation, developments in active conflicts and their…
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Finserve Chelverton Thyra Fund – August 2026
Read more: Finserve Chelverton Thyra Fund – augusti 2026August saw a continuation of a positive reporting period for the second quarter for our portfolio companies, with the figures pointing to strong demand that far exceeded supply: Nvidia surprised the market with a growth forecast of 70 % for the 2028 financial year (calendar year 2027), as demand is significantly greater than their production capacity; we saw positive results from AMD, Arista Networks…
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Finserve Chelverton Global Technology Fund – August 2026
Read more: Finserve Chelverton Global Technology Fund – augusti 2026August saw a continuation of a positive reporting period for the second quarter for our portfolio companies, with the figures pointing to strong demand that far outstripped supply: Nvidia surprised the market with a growth forecast of 70 % for the financial year 2028 (calendar year 2027), as demand is significantly greater than the company’s production capacity; we saw positive results from AMD, Arista Networks…
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Finserve Nordic Factoring Fund monthly report – August 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – augusti 2026Nordic Factoring Fund AB (publ) reports an increase of 1.27 per cent for the month. The fund's return for 2026 thus amounts to 3.58 per cent after fees, while the annual standard deviation remains below 0.5 per cent. During the month, a gradual build-up of the fund's currency hedge was carried out. During the period, the fund benefited from the performance of the euro against the Swedish krona, which had a...
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Exelity monthly report – August 2026
Read more: Exelity månadsrapport – augusti 2026August was characterised by a strong equity market, which lifted Exelity by +1.8 % over the month. The fund is therefore up +8.1 % for the full year 2026, after fees. We continue to outperform comparable indices in both the short and long term. Since I took over management in autumn 2023, Exelity has delivered an average return, after fees, of approximately…
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Finserve Micro Cap monthly report – August 2026
Read more: Finserve Micro Cap månadsrapport – augusti 2026The fund invests in companies not held by other funds and seeks capital for companies showing positive trends. At the end of August, the NAV price for the fund’s Class A shares stood at 109.74. During the month, the Class A shares rose by 1.47 %, representing a return of -4.77 % since the start of the year. Over a rolling twelve-month period, the return stands at -5.74 % with a standard deviation of less than 13%. The fund systematically tracks trends in the smallest companies on the stock exchange…
