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.

Risk management is a central part of Simplicity’s management process and it is therefore important that sustainability risks are considered and monitored just like other types of risks. Simplicity Företagsobligationer is a fund that promotes environmental and social characteristics. The fund does not invest in companies that produce or distribute weapons, alcohol, tobacco, gambling, pornography, and fossil fuels. The fund also does not invest in companies that systematically violate international standards.

To measure and monitor the environmental and social impact, Simplicity has access to several different methods, services, and data sources. The fund has documented investment and sustainability processes that the managers follow. The managers have access to several different data sources, including Bloomberg, Sustainalytics, Capital IQ and analysis from several analyst firms and banks. The fund’s holdings are regularly screened with the help of Sustainalytics. The person responsible for Simplicity’s risk function audits, independently of the managers, that the fund complies with established criteria.

Read more about the fund’s sustainable investments in the fund’s prospectus and on our page for responsible investments.

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)
  • 6,30%
  • 0,33

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%
  • 0.40%
  • 1.16%
  • 2.48%
  • 7.37 %
  • 3.98 %
  • 5.36 %
  • 31.29%
  • 2.22%

Holdings and distribution

Industry distribution

  • 68.0%
  • 32.0%

10 largest holdings

  • 1.4%
  • 1.2%
  • 1.1%
  • 1.1%
  • 1.1%
  • 1.1%
  • 1.0%
  • 1.0%
  • 1.0%
  • 0.9%

Geographical distribution

  • 58.3%
  • 16.1%
  • 8.0%
  • 7.2%
  • 4.8%
  • 2.5%
  • 1.7%
  • 1.5%
Copyright Simplicity AB 2021