Sweden has a rich history of innovation and entrepreneurship.

Our small country, tucked away in northern Europe, has throughout the years nurtured a multitude of internationally recognized companies. The common denominator for all these companies is that they once started their journeys as small companies. Via Simplicity Småbolag Sverige we want to offer investors an opportunity to invest in the next Swedish success story. The fund is suitable for those who believe in Swedish innovation and entrepreneurship. Many smaller Swedish companies today are so called “born globals”, which means that they early on have an international presence, combined with tehnological advancements and cross border co-operation. Small cap companies have a higher expected return compared to large cap companies, but are often times harder to analyze and are more volatile than large cap companies, given a larger part of their market cap is attributable to future growth and expectations. Simplicity Småbolag Sverige is a good alternative for investors seeking higher returns whilst at the same time accept the increased risk compared to a standard Swedish equity fund.

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

  • 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

  • 0.26%
  • -0.35%
  • 5.99%
  • 13.59%
  • 15.30 %
  • 32.26 %
  • N/A
  • 46.76%
  • 28.47%

Holdings and distribution

Industry distribution

  • 34.4%
  • 26.7%
  • 8.1%
  • 7.7%
  • 7.5%
  • 7.2%
  • 4.3%
  • 1.0%
  • 0.1%

10 largest holdings

  • 3.4%
  • 3.3%
  • 3.2%
  • 3.2%
  • 3.0%
  • 3.0%
  • 2.9%
  • 2.9%
  • 2.9%
  • 2.7%

Geographical distribution

  • 97.0%
Copyright Simplicity AB 2017