All our funds
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An escalated strategic race and global competition between the world's largest states in technology, space, critical raw materials and access to natural resources is creating megatrends for…
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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…
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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…
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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…
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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…
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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…
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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…
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Finserve 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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Nordic 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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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…
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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…
Global Security Fund is the top fund on Nordnet & Avanza with a return of 6.79 % in February The eventful weeks with the Trump administration's foreign policy, where the Ukraine issue was at the center, have clearly increased geopolitical risks and affected the European security order. Global Security Fund had a strong return of 6.79 % in February, mainly driven by…
Nordic Factoring Fund AB (publ) reports a NAV price for February of 100.80, an increase of 0.39 percentage points compared to the previous month. Investing in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio with over 1000 credit counterparties with high credit ratings and an asset class that exhibits low correlation with other asset classes, such as interest rates, equities, traditional credits,…
February was very volatile, especially for technology stocks. Tariffs and trade wars were in focus. AI-focused companies were the big losers during the month despite strong reports and data points pointing to continued strong demand. Our portfolio was impacted by negative developments for companies like Arista Networks and Marvell, but…
February was very volatile, especially for technology stocks. Tariffs and trade wars were in focus. AI-focused companies were the big losers during the month despite strong reports and data points pointing to continued strong demand. Our portfolio was impacted by negative developments for companies like Arista Networks and Marvell, but…
Meriti Ekorren Global share class B fell by -2.96% during February and during the year the fund has thus risen by +0.16 percent. Since the fund's launch on December 4, 2023, the increase in value amounts to +33.7 percent, a result that is +4.1 percentage points stronger than the fund's benchmark index. February was a month characterized by increased volatility and a weak development for global equities,…
Meriti Neutral share class B rose by +1.43 percent in value during February and the fund has thus risen by +1.56 percent since the start of the year. Since the strategy's pro forma start on 30 June 2010, it has returned +209.9 percent, while the correlation to the Swedish stock market has been 0.10. During February, volatility increased and the US stock market had headwinds. Risk of…