Rådgivare - Finserve

Homepage

Advisor

Advisor

For you as an independent advisor or intermediary of finserve's fund products, do not hesitate to contact us if you are missing information or have other questions related to our funds.

Contacts

Joakim Stenberg

Head of Sales

+46-70-553 52 67

joakim.stenberg@finserve.se
Niclas Gutenbrink

Head of International Sales

+46-79-102 15 52

niclas.gutenbrink@finserve.se
Embla Browall

Marketing

FAQ

Lorem ipsum dolor sit amet, consectetur adipiscing elite. Proin justo dolor, tempor quis posuere in, pellentesque a

Title

Lorem ipsum dolor sit amet, consectetur adipiscing elite. Proin justo dolor, tempor quis posuere in, pellentesque a nulla. Lorem ipsum dolor sit amet, consectetur adipiscing elite. Proin justo dolor, tempor quis posuere in, pellentesque a nulla. Suspendisse ultricies, purus. Lorem ipsum dolor sit amet, consectetur adipiscing elite. Proin justo dolor, tempor quis posuere in, pellentesque a nulla. Suspendisse ultricies, purus.

Title

Global Security Fund

European defense stocks show continued strength – managers see strategic pattern

Despite yesterday's strong gains, the European defense stock markets continue to show positive development. According to manager Joakim Agerback, the lack of profit taking is a significant sign of strength, while he believes that a natural consolidation phase may be imminent. Read the full analysis in Dagens Industri to learn about the implications and possible investment scenarios going forward. https://www.di.se/nyheter/forvaltaren-efter-forsvarsrallyt-utebliven-vinsthemtagning-ett-styrketecken/ (paywall)
Learn more: European defense stocks show continued strength – managers see strategic pattern
Exelity

Exelity Monthly Report – January 2025

During January, the equity leg developed particularly well, with strong optimism overall in the stock market. This lifted the development for the fund, which closed January at +3.8% for the month. The stock market in general also performed strongly, especially the large-cap index. It bears repeating that given Exelity's structure with bridge loans and guarantees, there is no relevant benchmark that matches Exelity's…
Learn more: Exelity Monthly Report – January 2025
Monthly commentary NFF

Finserve Nordic Factoring Fund monthly report – January 2025

Nordic Factoring Fund AB (publ) reports a NAV price for January of 100.41, an increase of 0.41 percentage points compared to the previous month. The fund has a volatility of 0.3% and a measured annual Sharpe ratio of 12.43. Investing in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio of over 1000 credit counterparties with high credit ratings…
Learn more: Finserve Nordic Factoring Fund monthly report – January 2025
Thyra Fund

Finserve Chelverton Thyra Fund – January 2025

The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which markets would be affected and what this would mean for inflation and interest rates. At the end of the month, volatility increased further, especially in the technology sector, when Chinese DeepSeek released a new AI…
Learn more: Finserve Chelverton Thyra Fund – January 2025
Global Tech Fund

Finserve Chelverton Global Technology Fund – January 2025

The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which markets would be affected and what this would mean for inflation and interest rates. At the end of the month, volatility increased further, especially in the technology sector, when Chinese DeepSeek released a new AI…
Learn more: Finserve Chelverton Global Technology Fund – January 2025
Meriti Ekorren Global

Meriti Ekorren Global Monthly Report – January 2025

Meriti Ekorren Global share class B rose by +3.21% during January and the fund's increase in value since the fund's launch on December 4, 2023, the increase in value thus amounts to +37.7 percent, a result that is +3.4 percentage points stronger than the fund's benchmark index. The financial markets have started 2025 positively, but volatility has been high at times. The AI threat from China's DeepSeek and President Trump's promise…
Learn more: Meriti Ekorren Global Monthly Report – January 2025