Welcome to Simplicity.

Authorized and independent asset manager

Simplicity is a Swedish fund company based in Varberg, on the Swedish west coast. The company was founded in 2002 when we launched our first equity fund, Simplicity Norden, which since inception has been highly ranked among its peers and have outperformed its benchmark index. Today Simplicity consists of eight equity funds spanning markets from Sweden to Asia, India and Africa and three fixed income funds which cover asset classes ranging between SEK-denominated money market securities to global corporate bonds. We are authorized by the Swedish financial supervisory authority.

Fixed Income Funds

Our fixed income fund offering consist of one money market fund, Simplicity Likviditet, and two corporate bond funds, Simplicity Företagsobligationer and Simplicity Global Corporate Bond. The three different fixed income portfolios cover asset types ranging from SEK-denominated money market securities with high credit ratings, to high yield global corporate bonds.

Equity funds

All of our equity funds at Simplicity share the same investment strategy, whilst all being individually managed at the same time. Our model based strategy consists of a multitude of different models continually scanning markets ranging from the Nordic region all the way to India and Africa. The end goal is to find well-managed companies at attractive valuations. This strategy has kept our first fund, Simplicity Norden, highly ranked among its peers and well above its benchmark index for more than 15 years.

Fund performance

Click the fund for more detailed information.

Fund Date NAV 1 day 2018
Simplicity Indien 2018-05-25 300.64 SEK 2.13% 2.84%
Simplicity Norden 2018-05-25 613.7 SEK -0.29% 6.48%
Simplicity Sverige 2018-05-25 137.62 SEK 0.20% 7.87%
Simplicity Småbolag Sverige A 2018-05-25 121.47 SEK 0.41% 6.11%
Simplicity Småbolag Sverige B 2018-05-25 115.38 SEK 0.41% 6.08%
Simplicity Småbolag Sverige C 2018-05-25 105.97 SEK 0.41% 5.97%
Simplicity Småbolag Global 2018-05-25 110.72 SEK 0.56% 10.72%
Simplicity Europa 2018-05-25 107.3 SEK -0.52% 4.23%
Simplicity Afrika 2018-05-25 130.6 SEK -0.39% 2.34%
Simplicity Kina 2018-05-25 175.19 SEK 0.10% 13.32%
Simplicity Företagsobligationer A 2018-05-25 124.65 SEK 0.01% 0.30%
Simplicity Företagsobligationer B 2018-05-25 115.52 SEK 0.01% 0.27%
Simplicity Företagsobligationer C 2018-05-25 100.43 SEK 0.01% 0.43%
Simplicity Global Corporate Bond A 2018-05-25 122.67 SEK 0.00% -1.15%
Simplicity Global Corporate Bond B 2018-05-25 112.07 SEK 0.00% -1.16%
Simplicity Global Corporate Bond C 2018-05-25 99.02 SEK 0.00% -0.98%
Simplicity Likviditet A 2018-05-25 110.92 SEK 0.01% 0.25%
Simplicity Likviditet B 2018-05-25 100.26 SEK 0.01% 0.26%
Copyright Simplicity AB 2017