In 2015 we launched a fund that invests exclusively in shares listed on the Stockholm Stock Exchange which builds on the same investment principles as Simplicity Norden, that fund is Simplicity Sverige.

Using the same investment principles and strategy as its older sibling Simplicity Norden, Simplicity Sverige invests exclusively in equities listed on Stockholm Stock Exchange. The portfolio of Simplicity Sverige is structured using the same techniques as we use in all our equity funds; a structured and disciplined technique that uses a mix of stock trends as well as both qualitative and quantitative data to find well managed companies at attractive valuations. In accordance to our investment strategy, the investment decisions does not take into consideration the weight or size of the stocks in the underlying index. Simplicity Sverige is a great supplement to a broad fund portfolio and is suitable for investors who sees future growth in the Swedish stock market.

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 Sverige 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

  • 2015.12.16
  • 0,80%
  • 100 SEK
  • 769-5166
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • High (5)
  • N/A
  • N/A

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

  • -0.48%
  • -1.08%
  • -8.05%
  • -7.20%
  • 0.96 %
  • 19.83 %
  • N/A
  • 29.68%
  • 1.65%

Holdings and distribution

Industry distribution

  • 58.3%
  • 19.6%
  • 11.8%
  • 9.3%
  • 5.7%
  • 5.6%
  • 1.8%

10 largest holdings

  • 5.3%
  • 5.1%
  • 5.0%
  • 5.0%
  • 5.0%
  • 4.9%
  • 4.9%
  • 4.9%
  • 4.9%
  • 4.8%

Geographical distribution

  • 112.0%
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