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

Simplicity Företagsobligationer invests in a diverse mix of corporate bonds issued by companies with varying credit ratings within different industries. The major part of the portfolio is invested in companies with high credit ratings. Our fixed income managers have long and solid experience of investing in the Nordic corporate bond market which enables them to find well-managed companies that you as an investor can finance. Simplicity Företagsobligationer´s objective is to generate a stable absolute return at a reasonable risk level, both in the short- and the long term. Under the current market conditions, the fund is expected to generate an annual return of around 2-3%. The fund is traded on a daily basis without subscription- or redemption fees.

At Simplicity, responsible investments and sustainability are important parts of our asset management. We have therefore chosen to sign UNPRI, the United Nations Responsible Investment Directive. We are also members of Swesif, a network for organizations working for or with sustainable investments in Sweden. Simplicity Företagsobligationer is a fossil free fund, and has in addition chosen to exclude companies whose sales are attributable by more than 5% from the production or sale of alcohol, tobacco, pornography, weapons or gambling. For more information on 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)
  • 1,29%
  • 2,41

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

  • -0.01%
  • -0.86%
  • -0.82%
  • -0.63%
  • -0.39 %
  • 3.43 %
  • 7.16 %
  • 23.78%
  • -0.40%

Holdings and distribution

Industry distribution

  • 63.7%
  • 32.7%
  • 0.7%
  • 0.0%

10 largest holdings

  • 1.7%
  • 1.5%
  • 1.3%
  • 1.3%
  • 1.3%
  • 1.1%
  • 1.1%
  • 1.1%
  • 1.1%
  • 1.0%

Geographical distribution

  • 61.9%
  • 13.9%
  • 9.0%
  • 6.9%
  • 4.9%
  • 3.4%
Copyright Simplicity AB 2017