Simplicity Likviditet invests in interest-bearing securities with short maturities, issued in Swedish kronor. Most of the securities are issued by companies with high credit ratings, which means that the risk level in the fund is low. The fund can be used as a base for savings or as an alternative to riskier investments during uncertain times.

Simplicity Likviditet is an actively managed fund with a low fee of 0,15%, which provides good conditions to generate competitive returns. Investing your money in Simplicity Likviditet offers you the possibility to earn a cumulative return on your savings compared to when you deposit money in a bank account and only receive interest payments one time each year. As the fund actively invests at current interest rates, investors can expect a competitive return on the capital invested. Simplicity Likviditet primarily invests in securities with short maturities, issued in Swedish kronor by companies with high credit ratings from different industries. Simplicity Likviditet is traded on a daily basis without subscription- or redemption 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

  • October 31, 2006
  • 0,15%
  • 100 SEK
  • 5972-6141
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Low (1)
  • 0,23%
  • 5,48

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%
  • 0.05%
  • 0.20%
  • 0.42%
  • 0.64 %
  • 0.83 %
  • 1.56 %
  • 25.19%
  • 0.93%

Holdings and distribution

Industry distribution

  • 74.2%
  • 16.8%

10 largest holdings

  • 2.0%
  • 1.7%
  • 1.6%
  • 1.5%
  • 1.5%
  • 1.4%
  • 1.4%
  • 1.3%
  • 1.2%
  • 1.2%

Geographical distribution

  • 60.9%
  • 9.7%
  • 8.9%
  • 6.0%
  • 3.4%
  • 2.0%
  • 0.0%
Copyright Simplicity AB 2017