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Fund Share class / NAV of 16.05.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in**
2000+ A: 28.5183
B: 96.2875
I: 98.1356
FI0008802889
FI0008802897
FI4000411178
1.00 %
1.00 %
1.01 %
-30.88 %
-26.52 %
-26.24 %
7.65 % FIN, SWE, NOR
Equity Spice A: 59.8571
B: 215.5404
FI0008802848
FI0008802855
0.60 %
0.60 %
-20.80 %
-16.31 %
10.69 % FIN, SWE, NOR
European Micro Cap A: 123.2550
B: 157.7734
FI4000242847
FI4000242854
0.36 %
0.36 %
-27.90 %
-23.68 %
9.18 % FIN, SWE, NOR
European Small Cap A: 201.6560
B: 390.8699
FI0008814686
FI0008814694
0.53 %
0.53 %
-28.12 %
-23.74 %
11.06 % FIN, SWE, NOR
Healthcare A: 114.1864
B: 139.8528
I: 142.3434
FI4000321088
FI4000321096
FI4000411202
0.80 %
0.80 %
0.80 %
-26.45 %
-21.93 %
-21.70 %
8.93 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.0752
B: 418.5055
I: 426.7323
FI0008810932
FI0008810940
FI4000411186
0.51 %
0.51 %
0.52 %
-30.45 %
-26.28 %
-26.06 %
9.53 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 63.5475
B: 210.6469
I: 215.0036
FI0008802863
FI0008802871
FI4000411160
0.35 %
0.35 %
0.36 %
-28.51 %
-24.33 %
-24.02 %
10.78 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 132.1531
B: 231.4049
I: 236.0045
FI4000024484
FI4000024492
FI4000411194
0.53 %
0.53 %
0.53 %
-21.54 %
-16.77 %
-16.52 %
7.93 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)
** I-share class only available for EU/EEA investors excluding the Nordic countries

Our funds

Thematic funds

FONDITA 2000+
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Thematic equity fund for investing in listed companies whose businesses benefit from increased requirements in environmental protection, changes in demographic trends and development in information technology.

FONDITA Healthcare
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Equity fund for investing in companies focusing on improving health and wellbeing.

FONDITA Sustainable Europe
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Equity fund for investing in companies whose operations contribute to sustainable development.

Nordic small cap

FONDITA Equity Spice
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The Fondita Equity Spice Investment Fund primarily invests in publicly traded Finnish companies.

FONDITA Nordic Micro Cap
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Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.

FONDITA Nordic Small Cap
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Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.

European small caps

FONDITA European Micro Cap
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Equity fund for investing in small European listed enterprises with a market value under 800 million euros.

FONDITA European Small Cap
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Equity fund for investing in small and medium-size European corporations with a market value under 4 billion euros.

Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.

Our investment philosophy

Key aspects of our investment philosophy

Active long-term perspective – continuity

We have a shared investment philosophy for all of Fondita’s funds. It is based on concentrated portfolios with an active stock selection with long-term perspective and sustainability as deciding elements. Our investment philosophy has been the same since the start in 1997, and it has shown good results.

Companies with potential – quality

The companies our experienced fund managers select for our funds are primarily small and mid-size companies in the Nordics and Europe.

The requirements for our companies are many and we prefer businesses that, among other things, have strong market positions, established profitability, great future possibilities and carefully considered sustainability strategies.

Ongoing contact – closeness

With concentrated portfolios we are able to follow our investments closely. We hold regular meetings with the companies’ management boards and with competitors and customers. This way, we can guarantee a broad overview of the companies’ future possibilities on the market.

Interested in keeping up with our latest news?
Consume and invest responsibly!

In recent days, the media has been flooded with Black Friday campaigns. Ironically, the marketing campaigns for the annual shopping spree started ... Read more

A company with high organic growth

Picture: Alfen One of the fund’s holdings that has made a strong positive contribution to the fund’s return is Alfen. Alfen is a ... Read more

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Fund Share class / NAV of 16.05.2022 ISIN % change from previous day % change YTD Return since inception % p.a. * Registered for distribution in**
2000+ A: 28.5183
B: 96.2875
I: 98.1356
FI0008802889
FI0008802897
FI4000411178
1.00 %
1.00 %
1.01 %
-30.88 %
-26.52 %
-26.24 %
7.65 % FIN, SWE, NOR
Equity Spice A: 59.8571
B: 215.5404
FI0008802848
FI0008802855
0.60 %
0.60 %
-20.80 %
-16.31 %
10.69 % FIN, SWE, NOR
European Micro Cap A: 123.2550
B: 157.7734
FI4000242847
FI4000242854
0.36 %
0.36 %
-27.90 %
-23.68 %
9.18 % FIN, SWE, NOR
European Small Cap A: 201.6560
B: 390.8699
FI0008814686
FI0008814694
0.53 %
0.53 %
-28.12 %
-23.74 %
11.06 % FIN, SWE, NOR
Healthcare A: 114.1864
B: 139.8528
I: 142.3434
FI4000321088
FI4000321096
FI4000411202
0.80 %
0.80 %
0.80 %
-26.45 %
-21.93 %
-21.70 %
8.93 % FIN, SWE, NOR, GER, AUT
Nordic Micro Cap A: 186.0752
B: 418.5055
I: 426.7323
FI0008810932
FI0008810940
FI4000411186
0.51 %
0.51 %
0.52 %
-30.45 %
-26.28 %
-26.06 %
9.53 % FIN, SWE, NOR, GER, LUX
Nordic Small Cap A: 63.5475
B: 210.6469
I: 215.0036
FI0008802863
FI0008802871
FI4000411160
0.35 %
0.35 %
0.36 %
-28.51 %
-24.33 %
-24.02 %
10.78 % FIN, SWE, NOR, GER, AUT, LUX
Sustainable Europe A: 132.1531
B: 231.4049
I: 236.0045
FI4000024484
FI4000024492
FI4000411194
0.53 %
0.53 %
0.53 %
-21.54 %
-16.77 %
-16.52 %
7.93 % FIN, SWE, NOR, GER, AUT

* The indicated return numbers in the column refer to the growth units (B)
** I-share class only available for EU/EEA investors excluding the Nordic countries