Our fund offering with a global mandate, which is focused on smaller companies globally.

Simplicity Småbolag Global is our latest addition to our fund offering. The Fund invests in small and medium-sized companies all over the world with a market value of less than USD 5 billion. Historically, small cap stocks have generated a higher return than large cap stocks. Thanks to a smaller size, smaller companies have greater potential to grow. They are often strong niche players or active in new technological areas and are often expanding to new markets. Often the founders of small companies are still in the business, which bodes well for continued growth and orderly management. The Fund has the whole world as its playing field, and thanks to the global orientation, greater diversification and lower volatility is achieved. Simplicity Småbolag Global is thus suitable for investors who want a global risk diversification and seek higher possible returns than traditional global funds.

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 Småbolag Global 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 and Sustainalytics. 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

  • 2018.02.28
  • 1,40%
  • 100 SEK
  • 5068-6666
  • 08:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • High (6)
  • 21,44%
  • 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

  • 1.46%
  • -1.06%
  • 5.38%
  • 9.46%
  • 28.84 %
  • 10.45 %
  • N/A
  • 27.51%
  • 26.99%

Holdings and distribution

Industry distribution

  • 29.0%
  • 22.0%
  • 14.0%
  • 12.0%
  • 8.0%
  • 7.0%
  • 3.0%
  • 2.0%
  • 2.0%
  • 1.0%

10 largest holdings

  • 20.8%
  • 2.8%
  • 2.3%
  • 2.2%
  • 2.2%
  • 2.0%
  • 1.9%
  • 1.9%
  • 1.9%
  • 1.8%

Geographical distribution

  • 55.0%
  • 17.0%
  • 16.0%
  • 5.0%
  • 5.0%
  • 4.0%
Copyright Simplicity AB 2021