Investing with Fondsstad is Simple, Transparent and Flexible

Fondsstad offers a convenient way of investing in mutual funds. If you prefer a more hands-off approach, you might prefer our managed portfolio solutions. We offer four excellent performing portfolios; Defensive, Moderate, Dynamic and Sustainable. Depending on your investment goals and risk profile you can invest in one portfolio or spread your capital across several portfolios. Our Defensive and Moderate portfolios invest in a range of actively managed mutual funds, including bonds, equities and other asset classes. Our Dynamic and Sustainable portfolios focus your investment in equities and diversify through manager selection, regions, sectors and industries.

Smart investing is simple investing

We believe smart investing is synonymous with simple investing. That's why we offer five simple guidelines that can help you achieve your investment objectives:

  • Always make a plan and choose a level of risk that you feel comfortable with.
  • The higher the desired return, the higher the risk you need to be prepared to take.
  • Start early, because the longer you invest, the more likely you are to achieve your investment objective.
  • Investments can also fall in value, so only invest money that you do not need in the short term.
  • Invest without emotions. Keep it simple and invest only in products you understand.

Sustainable Investing

Sustainable Portfolio

Annualised Return

+9.70%

Managed portfolio with the expertise of Fondsstad

Managed portfolio with Fondsstad is simple. For an easy way to start investing, choose from one of our four ready made portfolios. Each portfolio comes with a different risk profile, so choose the level of risk you are comfortable with. You can choose to invest in one portfolio or in several, creating different risk profiles according to your allocation. You then leave the management to our experts. Fondsstad portfolios only invests in actively managed mutual funds. We believe actively managed funds produce better results than investments in ETF products. Our experience is that actively managed funds offer the opportunity to achieve solid returns and exceed the benchmark. This is supported by the past performance of our portfolios. READ MORE

Smart investing with FondsstadTM

Information & Features

  • Liquidity: Weekly
  • Available currencies: EUR, CHF, GBP, USD
  • Min. investment: €5,000, CHF 5,000, £5,000, USD 5,000
  • Min. holding: €5,000 (equivalent in other currencies)

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Defensive Investing

Defensive Portfolio

Annualised Return

+2.78%

Moderate Investing

Moderate Portfolio

Annualised Return

+6.90%

Dynamic Investing

Dynamic Portfolio

Annualised Return

+13.70%

Fondsstad portfolios 1 year return. Defensive +0.72%. Moderate +3.80%. Dynamic +15.00%. Sustainable +10.03%. READ MORE

Investing with Fonsstad in 4 steps

  • Open a Fondssstad managed portfolios account online.
  • Select a portfolio that matches your objective and risk profile.
  • Transfer money to your investment account.
  • Sit back and relax. You don’t have to do anything else. We invest your money in your chosen portfolio.


Open an account

Private account

Business account

Pension fund account

Risk of Investing

Investing involves risks, you may lose your investment. The value of your investments depends in part on developments on the financial markets. There can be no guarantee that the investment objective of a managed portfolio will be achieved or provide the returns sought by the portfolio. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. Please bear in mind that Fondsstad managed portfolios are offered without investment advice. This means we aren’t required to assess the suitability of this product for you. If you’re not sure about investing or how much risk is appropriate for you, please seek financial advice.