By investing in Simplicity Företagsobligationer you can help fund well-managed Nordic companies.

Simplicity Företagsobligationer consists of a portfolio of approximately 160 corporate bonds issued by companies with varying credit ratings, with emphasis on companies with high credit ratings. Our funds managers have a long and solid experience in the Nordic corporate bond market, which they use to find well-managed companies that you as a customer can help finance. Simplicity Företagsobligationer aim to generate a good absolute return at a reasonable risk level, both in the short and long term. At current interest rate levels and credit spreads, the fund is expected to provide an effective annual return of approximately 2 to 3%. The fund has no lock-in effects, it can be bought and sold daily without fees.

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.

Fund facts

  • 2012.03.30
  • 0,80%
  • 100 SEK
  • 768-7718
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Low (2)
  • 0,97%
  • 3,50

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%
  • 0.35%
  • 1.01%
  • 2.30%
  • 1.98 %
  • 2.99 %
  • 7.86 %
  • 27.24%
  • 2.90%

Holdings and distribution

Industry distribution

  • 70.7%
  • 33.4%

10 largest holdings

  • 1.8%
  • 1.6%
  • 1.4%
  • 1.4%
  • 1.4%
  • 1.3%
  • 1.2%
  • 1.1%
  • 1.1%
  • 1.1%

Geographical distribution

  • 59.3%
  • 15.1%
  • 9.4%
  • 7.1%
  • 5.0%
  • 4.1%
Copyright Simplicity AB 2017