Launched in 2002, Simplicity Norden is our first fund. Since its launch, it has outperformed its benchmark and is one of the best performing Nordic funds in terms of both risk-adjusted returns and total return.

The portfolio of Simplicity Norden consists of stocks traded at the stock exchanges in Denmark, Finland, Norway and Sweden. As the fund invests in the whole Nordic region it is more diversified compared to, for example, a pure Swedish equity fund, which lowers the country specific risks. The investment decisions are made according to a structured and disciplined process. The goal of our investment strategy is to identify quality companies at attractive valuations with emphasis on risk analysis. Investment decisions are based on analysis of the underlying company performance as well as fundamental and qualitative factors. In accordance with our investment strategy the investment decisions do not take into consideration either weight or size of stocks in the index.

Simplicity’s funds exclude companies that exploit fossil fuels. Responsible and sustainable investments are an integral part of Simplicity and we have therefore signed the UN-supported guidelines PRI. None of Simplicity’s funds invest in companies that sell cluster munition, anti-personnel mines, chemical and biological weapons, or nuclear weapons. All funds also exclude companies whose operations are more than 5% attributable to alcohol, tobacco, commercial gambling, pornography, weapons or military equipment. For more information about our sustainability work, please visit our responsible investments page.

 

Morningstar Fund Awards 2019
Simplicity Norden
Best Nordic Equity Fund

Fund facts

  • 2002.09.23
  • 1,6%
  • 100 SEK
  • 5457-2839
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • High (5)
  • 10,19%
  • 1,04

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.

Performance of the fund

Return

  • 0.03%
  • -0.37%
  • 4.54%
  • 10.89%
  • 6.09 %
  • 21.19 %
  • 31.48 %
  • 788.94%
  • 23.18%

Holdings and distribution

Industry distribution

  • 25.2%
  • 19.8%
  • 15.4%
  • 13.0%
  • 11.0%
  • 5.9%
  • 3.9%
  • 2.9%
  • 1.1%
  • 0.1%

10 largest holdings

  • 4.1%
  • 4.1%
  • 3.7%
  • 3.5%
  • 3.4%
  • 3.4%
  • 3.1%
  • 3.0%
  • 2.9%
  • 2.9%

Geographical distribution

  • 61.6%
  • 17.9%
  • 11.7%
  • 7.0%
Copyright Simplicity AB 2017