Find the right fund for your portfolio
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.


NAV
1 day
1 month
YTD
Finserve Global Security Fund is an actively managed equity fund with global exposure and a focus on defense, cybersecurity and space. The fund aims to…

NAV
1 day
1 month
YTD
A 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…

NAV
1 day
1 month
YTD
Meriti Ekorren Global is a global equity fund. The fund holds individual securities that are judged to perform well or that are undervalued. The fund…

NAV
1 day
1 month
YTD
Finserve 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…

NAV
1 day
1 month
YTD
The 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…

NAV
1 day
1 month
YTD
ORCA 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…

NAV
1 day
1 month
YTD
The 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…

NAV
1 day
1 month
YTD
Finserve Chelverton Thyra Fund is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.

NAV
1 day
1 month
YTD
Nordic Factoring Fund offers a unique fund product for private investors with exposure to the Nordic market for factoring loans. The fund aims to…

NAV
1 day
1 month
YTD
A 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…

NAV
1 day
1 month
YTD
The fund is an actively managed fund that seeks an interest-based return by focusing on investments in instruments that are inherently…

NAV
1 day
1 month
YTD
The 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…

NAV
1 day
1 month
YTD
Exelity is a fund that combines investments in shares and what we call financial transactions. The aim is to give the investor a well-balanced…
Nordic Factoring Fund AB (publ) reports an increase of 0.48 percentage points compared to the previous month. The fund's return for 2025 amounts to 5.62 percent after fees. Since the fund's inception in 2019, the fund has had only 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…
We take the best of the best At the end of March, the NAV price for the fund's A class was 108.10. During the month, the A class fell by 3.29% and is thus down 6.19% since the beginning of the year. The fund is one of the few small-cap funds and micro cap funds that have been in the black for one (1) year. The fund is up 8.1% in one year and…
March was a very turbulent month in the markets, with the weight of the war pushing bond yields up and markets sharply downward. We also saw some very clear movements at both the factor and sub-sector levels, likely also influenced by the decline in hedge funds. In the fund, we used some of this upheaval to increase positions in equities where we see strong…
March has been a challenging month for global stock markets, with geopolitical unrest in the Middle East shaping the mood. Despite this, Exelity closes the month at -3.7 %, which means that the fund is -1.7 % so far this year. This is a clear outperformance compared to broad indices. During the same period, the large cap index fell by -8.4 % in March (and…
March was a very turbulent month in the markets, with the weight of the war pushing up bond yields and markets falling sharply. We also saw some very clear movements at both the factor and sub-sector levels, likely also influenced by hedge funds' decline in wholesale positions. In the fund, we used some of this shift to increase positions in equities where we…
Volatile defense sector in an uncertain global environment On April 9, when this monthly newsletter is sent out, we find ourselves in the midst of a fragile ceasefire with unclear terms, while the Strait of Hormuz has not yet been opened. The Trump administration was under pressure to achieve a ceasefire to reduce risks to the global economy. The US and Israel entered the conflict…