The managers noted that small-cap stocks performed relatively well compared to large caps, amid heightened geopolitical tensions and a degree of market rotation.
The largest positive contributions to the fund's performance came from Mycronic and Lime Technologies, followed by Asker Healthcare, Humana, and Rusta. Mycronic and Lime Technologies also recorded the strongest percentage gains during the period.
On the negative side, detractors included Note, Bravida, Hexpol, Nolato, and Berner Industrier.
In terms of portfolio activity, the fund increased its positions in Medcap, Bure, Lime Technologies, Loomis, Asker, and Mycronic. Conversely, exposure was reduced in holdings such as AQ Group, CTT Systems, Scandic Hotels, Rusta, and OEM International.
A new position was initiated in Sweco, while the holdings in Hexpol and Nederman were divested.
As of month-end, the fund's largest equity holdings were Mycronic, Ambea, and Enity, with portfolio weightings of 9.2, 6.8, and 6.3 percent, respectively.
| PriorNilsson Evolve, % | March, 2026 |
| Fund MTD, percentage change | -1.33 |
| Index MTD, percentage change | -5.22 |
| Fund YTD, percentage change | -5.30 |
| Index YTD, percentage change | -6.80 |

















