On the 12th of October 2018, the funds Simplicity Indien, Simplicity Europa and Simplicity Afrika will be merged with Simplicity Norden.
Read more about the merger in the Merger Information brochure under Documents.

 

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 linked to the stock exchanges in Denmark, Finland, Norway, Iceland 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 where several stock trends are examined in combination with qualitative and quantitative factors. The goal of our investment strategy is to identify quality companies at attractive valuations. In accordance with our investment strategy, investment decisions do not take into consideration the size or weight of individual stocks in the index.

For more information about our sustainability work, please visit our responsible investments page.

Fund facts

  • 2002.09.23
  • 1,60%
  • 100 SEK
  • 5457-2839
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • High (5)
  • 10,33%
  • 0,61

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

  • -0.65%
  • -3.37%
  • -10.82%
  • -8.45%
  • -1.28 %
  • 9.09 %
  • 21.04 %
  • 648.98%
  • -0.64%

Holdings and distribution

Industry distribution

  • 43.0%
  • 17.3%
  • 12.2%
  • 11.8%
  • 4.2%
  • 3.3%
  • 3.2%
  • 2.8%

10 largest holdings

  • 4.5%
  • 3.9%
  • 3.5%
  • 3.4%
  • 3.3%
  • 3.2%
  • 3.2%
  • 3.1%
  • 3.0%
  • 2.9%

Geographical distribution

  • 58.1%
  • 18.5%
  • 12.5%
  • 8.7%
  • 0.1%
Copyright Simplicity AB 2017