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

30.4.2026

Fund size (M€)
62,9
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
April was a very strong month for global equity markets, as a temporary de-escalation of the Iran conflict combined with strong quarterly earnings, particularly from US companies, lifted investor sentiment. US indices reached all-time highs, driven largely by AI- and data center-related stocks rallying strongly. Small caps held up well against larger companies, both global...
Top holdings
Microsoft (US)
5,7 %
Alphabet (US)
5,2 %
Advanced Micro Devices (US)
5,1 %
Nvidia (US)
4,8 %
Broadcom (US)
4,3 %
USA
67 %
Switzerland
11 %
Sweden
5 %
France
4 %
Finland
3 %
Return
1 month
12,3 %
3 months
4,8 %
6 months
-1,6 %
YTD
3,1 %
1 year
14,0 %
3 years
17,9 %
5 years
0,2 %
10 years
93,9 %
since launch (14.9.1998)
600 %
since launch p.a.
7,3 %
Sector division
Information Technology
43 %
Industrials
23 %
Health Care
23 %
Communication
5 %
Materials
3 %
Other
3 %
Top 10 holdings
Microsoft (US)
5,7 %
Alphabet (US)
5,2 %
Advanced Micro Devices (US)
5,1 %
Nvidia (US)
4,8 %
Broadcom (US)
4,3 %
First Solar (US)
3,8 %
Eaton (US)
3,8 %
Schneider Electric (FR)
3,7 %
CrowdStrike (US)
3,4 %
Hewlett Packard (US)
3,2 %
Country division
USA
67 %
Switzerland
11 %
Sweden
5 %
France
4 %
Finland
3 %
Spain
3 %
Other
8 %
Currency exposure
USD
67 %
EUR
15 %
CHF
11 %
SEK
5 %
DKK
3 %
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.

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