Aktie-Ansvar Småbolag

Overview

Aktie-Ansvar Småbolag is a Nordic small-cap equity fund focusing on companies with strong growth potential and sustainable business models. The fund is actively managed and invests in 30–40 carefully selected companies across various sectors. It targets firms with robust growth ambitions and sustainable business models, aiming to provide higher return potential for long-term investors. The fund is managed by Charlotta Faxén, who has over 25 years of experience in the financial industry, including roles at Lannebo Fonder and Carnegie Investment Bank. Under her leadership, the fund seeks to identify companies with strong management, stable margins, and sustainable growth, investing with the same sense of responsibility as if it were her own money. The fund was launched on November 20, 2025, and is available for investment through platforms such as Garantum and Avanza. Investors can open an Investment Savings Account (ISK) with Garantum to invest in this and other funds offered by Aktie-Ansvar. The fund's focus on small companies offers opportunities for higher returns compared to larger firms, making it a valuable addition to a diversified portfolio. The fund's strategy emphasizes quality, experience, and a belief in the future, aiming to provide investors with exposure to promising Nordic small-cap companies with strong growth prospects and sustainable business practices. The fund's performance and investment philosophy are aligned with Aktie-Ansvar's long-standing commitment to responsible and active management since its inception in 1965. Investors are encouraged to read the fund's fact sheet and full information brochure before investing, as past performance is not a guarantee of future returns, and investments can both increase and decrease in value. The fund is registered with the Swedish Financial Supervisory Authority (Finansinspektionen) under the institution number 84411 and is managed by Aktie-Ansvar AB, with custody provided by Skandinaviska Enskilda Banken AB. Investors can find more information and access the fund through Aktie-Ansvar's official website and affiliated platforms.

Investment Focus

• Available for investment through Garantum and Avanza platforms
• Investment Savings Account (ISK) can be opened with Garantum