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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 Defense & 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 global equity fund focused on defense, total defense, cybersecurity, and space. The fund invests in…
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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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Finserve Global Defence & Security Fund Monthly Report – October 2026
Read more: Finserve Global Defence & Security Fund månadsrapport – oktober 2026The way forward: From restructuring to profitable growth Finserve Global Defence & Security Fund declined by 5.2 percent in October. The month prolonged a weak period for the fund and coincided with a weaker market sentiment for the defense sector. Several American defense companies posted positive returns following strong reports, but we also saw declines in defense companies in several geographic regions…
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Exelity monthly report – October 2026
Read more: Exelity månadsrapport – oktober 2026October was a divided month on the stock exchange. The large-cap index OMXSPI rose by 0.7 percent and Carnegie Micro Cap by 1.3 percent, while First North fell by 3.3 percent. Exelity closed the month at +1.5 percent, thus beating all these indices. So far this year, Exelity has risen 12.8 percent after fees. This compares with First North…
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Finserve Micro Cap Monthly Report – October 2026
Read more: Finserve Micro Cap månadsrapport – oktober 2026The fund went against the tide as the small-cap index fell At the end of October, the NAV for the fund’s A-class was 111.24. During the month, the A-class rose by 1.96 %, which means a return of -3.47 % since the beginning of the year. Over the rolling twelve months, the return is -4.10 %. The large-cap index, OMX Large Cap, rose by 0.93 % during the month, OMX Mid…
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Finserve Nordic Factoring Fund monthly report – October 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – oktober 2026Nordic Factoring Fund AB (publ) reports a decline of 0.52 percent during the month. The fund’s return for 2026 thus amounts to 4.25 percent after fees. The month’s weaker return is due to the Swedish krona strengthening against the euro during the month. The fund has not fully hedged its exposure to invoices issued in euros since July. This has led to…
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To the unit-holders of the Meriti Neutral, Meriti Ekorren Global, Meriti Carlsson Norén Macro Fund, Meriti Carlsson Norén Yield Opportunity mutual funds: Information on the transfer of funds and changes to the fund rules
Read more: Till andelsägarna i värdepappersfonderna Meriti Neutral, Meriti Ekorren Global, Meriti Carlsson Norén Macro Fund, Meriti Carlsson Norén Yield Opportunity Information om överlåtelse av fonder och ändring av fondbestämmelserFinserve Nordic AB (”Finserve”) and GRIT Fondbolag Ab (”GRIT”) hereby inform the unit-holders of Meriti Neutral, Meriti Ekorren Global, Meriti Carlsson Norén Macro Fund and Meriti Carlsson Norén Yield Opportunity (the ”Funds”) that the management of the Funds will be transferred to GRIT, which will continue to manage the Funds. The transfer of the Funds to GRIT is expected to be completed on 2026-12-02…
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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.
