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Simplicity High Yield has a Nordic focus and invests in bonds issued by companies with somewhat lower credit quality compared to the majority of holdings in our existing fixed income funds. While this entails a higher level of risk, it also provides the opportunity for higher returns over time.

The fund is the highest-risk fund among Simplicity’s corporate bond funds. Investors should therefore have an investment horizon of at least three years. The objective of Simplicity High Yield is to generate the highest long-term returns among Simplicity’s corporate bond funds.

Simplicity High Yield is a light green fund under Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR). This means that the fund promotes environmental and/or social characteristics but does not have sustainable investment as its objective. At least 90% of the fund’s investments will promote environmental and/or social characteristics. Of these investments, 20% will be sustainable investments with an environmental or social objective. Further information on the fund’s sustainability work is available in the fund documentation.

Fund facts

  • 2020.08.14
  • 0,90%
  • 0,93%
  • 100 SEK
  • 5518-0921

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Low (2)
  • 1,70%
  • 3,23

Performance of the fund

Return

  • 0.04%
  • 0.49%
  • 5.03 %
  • 26.12 %
  • 40.37%
  • 3.93%

Risk information
Past performance is no guarantee for future performance. Fund units may go up or down in value and investors may not get back the amount invested. The fund's result (return) is calculated after deduction of annual fees, in Swedish kronor and with dividends reinvested in the fund. No consideration has been given to inflation.

Holdings and distribution

Industry distribution

  • 68.6%
  • 23.0%

10 largest holdings

  • 1.4%
  • 1.4%
  • 1.4%
  • 1.4%
  • 1.2%
  • 1.2%
  • 1.1%
  • 1.1%
  • 1.0%
  • 1.0%

Geographical distribution

  • 49.4%
  • 10.0%
  • 9.9%
  • 5.8%
  • 3.5%
  • 2.5%
  • 2.2%
  • 1.6%
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