Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic market. The real estate companies are characterized by high quality, long-term perspective, and investments in various types of tangible assets that provide a business that offers predictable, stable and good earnings over time.
Simplicity Fastigheter is jointly managed by our equity and fixed income teams, where you as a unit holder get access to the fixed income management’s fundamental analysis and the managers’ long experience of investing in real estate companies. This is supplemented by the equity team’s data-driven analysis, which among other things captures the companies and stocks that perform best in relation to the risk we want.
The investment teams starting point is a broad exposure via the reputable Swedish real estate companies that we have known well for a long time, supplemented by the leading real estate companies in Norway, Denmark, and Finland. The goal is risk diversification between the various real estate segments, which means a portfolio consisting of a mix of different types of real estate such as residential and offices as well as warehouse, industrial, logistics and community properties. The fund is actively managed, which means that the allocation between the different companies will vary based on the market situation and the companies’ performance.
All real estate companies are carefully assessed based on their sustainability work, and the assessment is an important part of the selection process of companies for the portfolio.
Simplicity Fastigheter has a management fee of 0.8% and is open for monthly savings with all its benefits and for one-time deposits via a fund account or via ISK – you choose!
- 100 SEK
- High (6)
Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested. The fund's value can fluctuate significantly due to its composition and fund management methods used by the Fund Management Company.