Our funds
The fund

Fondita Global Megatrends Investment Fund is a global equity fund that invests in companies that are well positioned for expected significant structural changes in society, so-called megatrends.

Theme

Examples of these megatrends include an increased demand for climate- and environmentally smart solutions, demographic changes that primarily benefit companies in health and well-being, the continuous digitalization and technological development, and an increased need for investments in defense and security.

We see long term sustainable and structural growth prospects within these areas and prefer market-leading quality companies regardless of size.

The fund is classified as an Article 8 fund (SFDR) and the holdings promotes, among other characteristics, environmental and social characteristics and follows good governance practice. 

The fund is managed by Janna Haahtela and Marcus Björkstén 

Sustainability
Read more about the fund’s sustainability principles:

 

Portfolio managers

Marcus Björkstén

Portfolio Manager, Head of Portfolio Management
Fund facts

30.11.2025

Fund size (M€)
87,9
ISIN (A)
FI0008802889
ISIN (B)
FI0008802897
Currency
EUR
Management fee
2,00 % p.a.
Risk indicator
4/7
SFDR Classification
Article 8
The fund manager's comment
Global equities ended November in fairly neutral territory, recovering towards month-end after an initial slump. Weak macro data combined with dovish comments from the NY Fed president strengthened expectations of a December rate cut. AI-related stocks fell sharply, losing around 10%, while healthcare shares rallied by a similar magnitude. Defense stocks were under pressur...
Top holdings
Eli Lilly & Co (US)
5,3 %
Microsoft (US)
4,8 %
Schneider Electric (FR)
4,2 %
Xylem (US)
4,2 %
Medtronic (US)
3,7 %
USA
67 %
Switzerland
13 %
Sweden
5 %
France
4 %
Germany
2 %
Return
1 month
-2,7 %
3 months
4,5 %
6 months
7,1 %
YTD
2,0 %
1 year
-1,9 %
3 years
23,9 %
5 years
16,7 %
10 years
79,1 %
since launch (14.9.1998)
593 %
since launch p.a.
7,4 %
Sector division
Information Technology
35 %
Health Care
34 %
Industrials
22 %
Consumer Discretionary
3 %
Other
7 %
Top 10 holdings
Eli Lilly & Co (US)
5,3 %
Microsoft (US)
4,8 %
Schneider Electric (FR)
4,2 %
Xylem (US)
4,2 %
Medtronic (US)
3,7 %
Sandoz Group (CH)
3,5 %
Arista Networks (US)
3,4 %
Roche Holding (CH)
3,4 %
Alphabet (US)
3,2 %
Advanced Micro Devices (US)
3,1 %
Country division
USA
67 %
Switzerland
13 %
Sweden
5 %
France
4 %
Germany
2 %
Denmark
2 %
Other
7 %
Currency exposure
USD
67 %
EUR
13 %
CHF
13 %
SEK
5 %
DKK
2 %
GBP
0 %
Fees
TER
2,00 %
Subscription fee
0,00 %
Redemption fee
0,00 %

Total client relationship allow for changes in tariff rate.

Documents

FUND INFORMATION
KID
PAI Statements
Holdings
Fund rules
KID I
Austrian Ecolabel
European SRI Transparency Code
Holdings
KID NO
Prospectus
REPORTS
Monthly report
Annual report
Semi-annual report
SUSTAINABILITY DOCUMENTS
Austrian Ecolabel
European SRI Transparency Code
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
Fondita achieves Excellent Rating in UN PRI Assessment

UN PRI (Principles For Responsible Investments) is the most well-known independent organization focusing on responsible investments. Fondita signed the UN PRI in ... Read more

Nordic Small Caps: New ideas and key takeaways from Carnegie’s Seminar

We had the opportunity to participate in Carnegie’s Nordic small-cap seminar in Stockholm. Over three days, we met with approximately 20 existing ... Read more

This page was last updated

Web design: Wikström Media
Fondita online Fondita
online