Small Cap companies are often found in growth sectors such as environment, energy and IT solutions, making them grow at a faster rate compared to Large Cap companies. Swedish Small Cap companies usually have a large part of their revenues stemming from sales in the Nordic region and northern Europe. This segment has seen a strong development during recent years, compared to the rest of Europe. At the same time, the segment has managed to withstand the financial turbulence that the region has seen lately. As a group, Small Cap stocks present a higher expected return compared to Large Cap stocks. The drawback presents itself in the difficulty to analyze this sector, seeing how a large part of the increase in the stock prices depends on continued growth and future expectations. Simplicity Småbolag Sverige targets investors who seeks higher returns and are willing to take higher risks, compared to the risks associated with a common Swedish equities fund.

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 Småbolag 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

  • 2016.10.31
  • 0,80%
  • 100 SEK
  • 5147-7115
  • 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

  • -0.38%
  • -0.70%
  • -8.64%
  • -5.01%
  • 2.72 %
  • 17.26 %
  • N/A
  • 16.64%
  • 1.89%

Holdings and distribution

Industry distribution

  • 43.6%
  • 17.6%
  • 14.8%
  • 12.7%
  • 7.4%
  • 1.7%
  • 0.3%

10 largest holdings

  • 5.8%
  • 5.0%
  • 5.0%
  • 4.6%
  • 4.1%
  • 4.0%
  • 3.8%
  • 3.6%
  • 3.6%
  • 3.2%

Geographical distribution

  • 98.1%
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