Eight investment funds that cover markets in more than 40 countries across the world.
At Simplicity we manage four equity funds and four fixed income funds which primarily focuses on the Nordic region and Sweden, complemented with global investments. Our goal is to generate long-term risk adjusted returns, where we over time deliver good return at a lower risk. This is achieved by a structured and disciplined investment process with a clear focus on investments in well-managed quality companies. Our fund managers have documented competence and experience, with a proven track record to generate good risk adjusted returns in different market climates.
Our first fund, Simplicity Norden, was launched in 2002 and we have since then complemented our equity funds offering with a traditional Swedish equity fund, Simplicity Sverige, which invests in large- to mid-cap companies listed on the Stockholm Stock Exchange. Investors seeking to invest in well-managed small-cap companies are offered a Swedish equities alternative in Simplicity Småbolag Sverige. Small-cap companies have historically, as a group, generated higher returns than large-cap companies, and in this fund, we capture the value creation and potential returns among Swedish small-cap companies. Based on the same philosophy as our Swedish small-cap fund we also offer Simplicity Småbolag Global to investors seeking small-cap investments, with a global mandate.
We offer four fixed income funds at different levels of risk, where all are currency hedged to the Swedish krona. Simplicity Likviditet offers a short duration exposure with a primary focus on bonds issued by Swedish companies. Our Nordic DNA can be found in Simplicity Företagsobligationer, and bonds issued by companies globally is offered via Simplicity Global Corporate Bond. With our latest fund offering, Simplicity High Yield, we offer investments within the high yield bond segment, where the majority of the funds holdings are bonds issued by sustainable Nordic companies.