Fondita European Micro Cap

The smallest companies albeit the biggest winners in Europe!

Our funds
The fund

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.

Micro caps

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. 

Sustainability
Read more about the fund’s sustainability principles:
Fund facts

31.3.2025

Fund size (M€)
16,9
ISIN (A)
FI4000242847
ISIN (B)
FI4000242854
Currency
EUR
Management fee
2,00 % p.a.
Risk indicator
4/7
SFDR Classification
Article 8
The fund manager's comment
In March the global stock market fell back. On one hand, Europe experienced market-supportive inflation data, while on the other hand, there was nervousness regarding the US imposing tariffs that could potentially trigger a global trade war and lower growth globally. In Europe, large investment plans in defense and security, infrastructure, energy, and local production wer...
Top holdings
Note (SE)
5,8 %
Volution Group (GB)
4,7 %
Init Innov. Traffic Systems (DE)
4,5 %
Mildef Group (SE)
4,4 %
Boku (GB)
4,3 %
Germany
25 %
Great Britain
24 %
Sweden
19 %
Finland
14 %
Italy
11 %
Return
1 month
-2,1 %
3 months
-1,0 %
6 months
-0,8 %
YTD
-1,0 %
1 year
3,3 %
3 years
-25,5 %
5 years
39,3 %
since launch (7.3.2017)
32,3 %
since launch p.a.
3,5 %
Sector division
Industrials
29 %
Information Technology
25 %
Consumer Discretionary
18 %
Health Care
14 %
Financials
6 %
Consumer Staples
4 %
Other
5 %
Top 10 holdings
Note (SE)
5,8 %
Volution Group (GB)
4,7 %
Init Innov. Traffic Systems (DE)
4,5 %
Mildef Group (SE)
4,4 %
Boku (GB)
4,3 %
LU-VE (IT)
4,3 %
2G Energy (DE)
4,1 %
Orthex (FI)
3,9 %
Pharmanutra (IT)
3,8 %
PharmaSGP Holding (DE)
3,8 %
Country division
Germany
25 %
Great Britain
24 %
Sweden
19 %
Finland
14 %
Italy
11 %
Belgium
4 %
Other
2 %
Currency exposure
EUR
56 %
GBP
24 %
SEK
19 %
DKK
1 %
Fees
TER
2,00 %
Subscription fee
0,00 %
Redemption fee
0,00 %

Total client relationship allow for changes in tariff rate.

Documents

FUND INFOMATION
KID
PAI Statements
Fund rules
KID NO
Prospectus
REPORTS
Monthly report
Annual report
SUSTAINABILITY DOCUMENTS
ESG Report
Shared sustainability documents
Sustainability-related disclosures

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.

Our funds
Latest news
Is it time for active Equity Funds again? 

Trump’s tariff threats have been unsettling the markets for a couple of months. However, the country-specific tariffs announced last week exceeded even the ... Read more

Our Portfolio Managers on the road in March

Kenneth Blomqvist and Janna Haahtela attended two investor conferences in March, meeting with 33 companies, 19 of which are current portfolio holdings. ... Read more

This page was last updated

Web design: Wikström Media
Fondita online Fondita
online