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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: Ress Life Investments
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Ress Life Investments
Read more: Ress Life InvestmentsThe fund's return, which has a low correlation with traditional markets, constitutes an attractive long-term alternative to fixed-income investments. Ress Life Investments has for over 15...
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Open: Longevity Strategy Fund A/S
Longevity Strategy Fund A/S
Read more: Longevity Strategy Fund A/SLongevity Strategy Fund A/S is a feeder fund that invests in the listed master fund (Ress Life Investments A/S) and continuously currency hedges the master fund's USD return...
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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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Given the structural growth in Defence Procurement, the market is underestimating the Earnings Potential
Read more: Materielanskaffningen växer snabbare än försvarsbudgetarna – Marknaden kan underskatta vinstpotentialen för försvarsbolagenImportant conclusions from this report: This is marketing communication. Please read the fund's prospectus and the base fact sheet before making any definitive investment decisions. Risk information: historical returns are not a guarantee of future returns. The money placed in the fund can both increase and decrease in value, and it is not guaranteed that you will recover the entire invested capital.
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David Ribbing takes over as CEO of Finserve and Tomas Lundmark as Vice CEO – strengthens the management team for the next growth phase
Read more: David Ribbing tillträder som VD för Finserve och Tomas Lundmark som vice VD – stärker ledningen inför nästa tillväxtfasFinserve strengthens its leadership ahead of the next phase in the company’s development. David Ribbing will take over as CEO on November 1, 2026, while Tomas Lundmark has begun his work as Deputy CEO this week. The appointment of the new CEO and Deputy CEO is subject to the usual regulatory approval process and requires approval from the Financial Supervisory Authority. The changes are a…
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Finserve Global Defence & Security Fund monthly report – September 2026
Read more: Finserve Global Defence & Security Fund månadsrapport – september 2026The way forward: From restructuring to profitable growth Finserve Global Defence & Security Fund fell by 1.35 percent in September. In the monthly letter, we discuss the tense geopolitical situation, coordinated attacks, and how the growing demand in the defense sector can be translated into higher profitability and improved conditions for positive earnings development. Also read our in-depth sector report on growth, profitability, and…
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Finserve Micro Cap Monthly Report – September 2026
Read more: Finserve Micro Cap månadsrapport – september 2026We enter the reporting season with a well-trimmed portfolio At the end of September, the NAV for the fund’s Class A shares was 109.10. During the month, the Class A shares of the fund fell by 0.58 %, which represents a return of -5.32 % since the beginning of the year. Over the rolling twelve months, the return is -6.81 %, with a standard deviation of less than 12.6 %.* The fund follows…
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Exelity monthly report – September 2026
Read more: Exelity månadsrapport – september 2026September was a weaker month for the stock market as a whole, with both the small cap and large cap indices falling by around 2 percent. Against this backdrop, it is gratifying to report that Exelity held up well and closed the month up 2.8 percent. Thus, Exelity has gained 11.1 percent so far this year, which can be compared with First…
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Finserve Nordic Factoring Fund monthly report – September 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – september 2026Nordic Factoring Fund AB (publ) reports an increase of 1.16 percent during the month. The fund’s return for 2026 thus amounts to 4.79 percent after fees. The annual standard deviation is below 0.6 percent, while the fund’s correlation with Swedish and global stock indices is close to zero. During the month, the fund’s currency exposure was not fully hedged, and the fund’s return was boosted by…
