Fondita European Micro Cap is an equity fund that invests in a limited number of small European quality companies with a market capitalisation of up to EUR 800 million. The fund has a concentrated portfolio and invests in companies in the long term, where growth is primarily driven by structural drivers and societal changes.
There is stronger growth and greater potential in Europe’s smallest listed companies. Micro caps in Europe have usually had better growth than large companies over time, which normally results in a better share price development. These companies often have a niche focus, show good profitability, and enjoy a strong market position in their home market.
The fund’s driving forces are changes in the health and well-being of individuals and shifts in consumption behaviour. This also includes digitisation in society, an increased focus on the environment and climate, and the manufacturing industry’s progress towards increasingly automated processes.
The fund invests in micro-companies that have already succeeded in their home market and where we see good growth in the coming years. In the longer term, these companies have the possibility to succeed internationally.
Read more about the fund’s sustainability principles:
Portfolio managers
30.4.2023
Total client relationship allow for changes in tariff rate.
FUND INFOMATION
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REPORTS
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| Annual report |
SUSTAINABILITY DOCUMENTS
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| Responsible Investment Policy | |
| Exclusion list |
This is marketing communication. The past performance of the investment fund does not provide any guarantee of future results. Read the fund prospectus and KID (Key Information Document) before making any investment decisions. The fund prospectus and KID are available on English, Finnish and Swedish at our website.
Fondita