Articles

The fund that invests in the future today

Sometimes our lives are fundamentally changed by a phenomenon that hits society with enormous force and changes the way we live our lives. MetaSpace Fund puts its full focus on identifying and trying to select the most interesting companies within such megatrends.

September 24, 2024

- “In short, investing is about being right about the future,” says Magnus Nicklasson, manager of the MetaSpace Fund:

- 'It sounds simple in theory, but it is enormously difficult in practice. If you want more return than the market in general, you have to do something different. It's a matter of daring to go against the general picture and being right. We believe that the megatrends we have identified will strike with greater force and at an earlier stage than the consensus suggests. If we are right, and these areas are growing strongly, the opportunities for returns are also great, as long as we select sound companies in the sectors.

As part of this effort, Magnus Nicklasson is enlisting the help of prominent experts in the fields. For example, the Swedish astronaut Christer Fuglesang is on board as an advisor, contributing valuable information about companies in the space sector.

- Christer contributes with extremely useful information, for example when I evaluate services and products provided by companies in the space sector. Having access to someone who can assess these types of issues in a concrete way helps me a lot, says Magnus.

What megatrends are you working on?

- MetaSpace Fund currently focuses on Augmented Reality, eSports/gaming, space and artificial intelligence. This means that the fund has a very clear focus and can really niche in on the areas that we believe in most, while not being too narrow and there will be a lack of selection of companies, says Magnus.

Augmented Reality is relatively unknown to most people, but involves enhancing your reality by adding digital information of various kinds to your field of vision, which you see through your smartphone or a pair of special AR glasses. This can be very helpful in a wide range of fields, from industry to medicine and education.

ESports/Gaming is the fastest growing area of entertainment, with huge interest among the younger generations, a group whose attention many companies are vying for.

The space sector is projected to be worth more than $1 trillion by 2040, according to a McKinsey report, and is currently undergoing a paradigm shift. From being driven by state capital, the sector is becoming increasingly market-driven and focused on commercial money. Furthermore, the cost of launching satellites etc. into space is drastically decreasing, increasing accessibility.

Artificial intelligence is a more general concept, and here the MetaSpace Fund focuses on gaining exposure to AI that benefits the development of the other areas. The technologies have important synergies and AI is, for example, crucial for AR to be able to deploy holograms in a realistic way.

What is important to consider as an investor?

-"When investing in new technologies, there is always a certain amount of speculation and risk involved. Many of the companies are in a development phase and strive to reach profitability. For this reason, I think an equity fund is perfect. You get a broad exposure and good diversification, which lowers the risk,” says Magnus.

Facts about MetaSpace Fund and Ace Fonder:

MetaSpace Fund is available on trading platforms such as Avanza and Nordnet. It is a fund with daily trading and the minimum amount to invest is SEK 100.

Ace Fonder specializes in thematic investments. The responsible fund company is AIFM Capital AB.