The portfolio consists of corporate bonds issued by companies from all over the world. When we invest in emerging markets, we benefit greatly from our long-standing experience from investments in, for example, China, Africa and India.

Compared to Simplicity Företagsobligationer, which primarily invests in corporate bonds issued by companies in the Nordic region, Simplicity Global Corporate Bond has a higher expected annual return of 3-4% given the current market conditions. The level of risk in Simplicity Global Corporate Bond is slightly higher compared to the level of risk in Simplicity Företagsobligationer, but still considerably lower compared to equity investments.

The investment strategy of Simplicity Global Corporate Bond is focused on global corporate bonds, within different industries with varying credit ratings. All bonds in the portfolio are monitored on a continuous basis and an extensive credit assessment is done before each investment.

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 Global Corporate Bond 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

  • 20 december 2012
  • 0,90%
  • 100 SEK
  • 128-1757
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Low (2)
  • 1,97%
  • 1,28

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%
  • -0.85%
  • -1.31%
  • -1.81%
  • -3.22 %
  • 0.83 %
  • 5.62 %
  • 20.10%
  • -3.22%

Holdings and distribution

Industry distribution

  • 72.1%
  • 24.0%
  • 0.0%
  • 0.0%

10 largest holdings

  • 2.1%
  • 1.8%
  • 1.6%
  • 1.6%
  • 1.6%
  • 1.5%
  • 1.5%
  • 1.4%
  • 1.4%
  • 1.4%

Geographical distribution

  • 16.0%
  • 11.3%
  • 8.4%
  • 7.8%
  • 5.9%
  • 4.8%
  • 4.0%
  • 3.7%
  • 3.2%
  • 2.6%
Copyright Simplicity AB 2017