Ten investment funds that cover markets in more than 40 countries across the world.
At Simplicity we manage six 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. On December 11th 2020 we launched a dedicated real estate equity fund, Simplicity Fastigheter. The fund is co-managed by our equity team and fixed income team, which makes the fund quite unique. The fixed income teams extensive experience in the real estate sector combined with their bottom-up fundamental analysis approach, combined with the equity teams proven track record in quantative oriented investment strategies makes Simplicity Fastigheter a really exciting real estate fund. In May 2022 we launched our first dark green fund, Simplicity Green Impact, whose goal is to invest in companies whom lead the way towards a sustainable future.
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.
Fixed Income funds
We offer four fixed income funds to investors seeking returns at a lower risk. Our fixed income managers use a structured fundamental analysis process in their management. Good risk adjusted returns have been achieved historically by active portfolio management in all fixed income funds. Our goal is to generate long term relationships with clients and partners alike by continued good results and continuity in the management processes.
Simplicity
Likviditet
Low risk at a competitive rate. Simplicity Likviditet invests in short-term interest-bearing financial instruments denominated in Swedish kronor.
Simplicity
Nordic Corporate Bond EUR
Simplicity Nordic Corporate Bond EUR is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
Simplicity
High Yield
Our latest fixed income offering which invests in Nordic bonds with slightly lower credit ratings, but higher possible returns.
Simplicity
Företagsobligationer
Simplicity Företagsobligationer is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
Simplicity
Global Corporate Bond
Simplicity Global Corporate Bond is an actively managed fixed income fund that invests in corporate bonds globally.
Equity funds
We offer six equity portfolios all based on our fundamental investment philosophy which is characterized by risk awareness and long-term risk adjusted returns. We seek to find prime equities and companies based on the broader market trends in combination with analysis of profitability, valuation, risk, and momentum. Our fund managers maintain their focus on facts and measurable factors and aim their attention towards company performance rather than subjective assessments.
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Fastigheter
Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic region.
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Palma
Our first actively managed mixed fund aims to achieve as high a risk-adjusted return as possible.
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Green Impact
A global equity fund investing in companies that contribute to a sustainable development. The fund is classified as dark green (Article 9) under the EU Sustainable Finance Disclosure Regulation (SFDR).
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Sverige
After several successful years managing Simplicity Norden we launched Simplicity Sverige, which only invests in stocks listed on the Stockholm Stock Exchange.
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Småbolag Sverige
Simplicity Småbolag Sverige focuses on Swedish small-cap stocks. An investment fund for those who believe in the power of Swedish innovation and entrepreneurial spirit, which is anything but “Lagom”.
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Norden
Simplicity Norden was launched in 2002 when Simplicity was founded. It has since then outperformed its benchmark index and was awarded with the prize as the best nordic equity fund at the Morningstar Fund Awards 2019.
Simplicity
Småbolag Global
Global diversification and higher expected returns for small- to mid cap equities. Simplicity Småbolag Global is our offering to investors seeking investments in small- to mid cap companies globally.
Fund performance
Click the fund for more detailed information.
Fund | Date | NAV | 1 day | 2024 |
---|---|---|---|---|
Simplicity Norden A | 2024-03-18 | 939.96 SEK | -0.70% | 10.39% |
Simplicity Norden B | 2024-03-18 | 139.76 SEK | -0.70% | 10.59% |
Simplicity Sverige | 2024-03-18 | 225.89 SEK | -1.17% | 6.83% |
Simplicity Småbolag Sverige A | 2024-03-18 | 193.63 SEK | -0.45% | 4.05% |
Simplicity Småbolag Sverige B | 2024-03-18 | 142.33 SEK | -0.45% | 4.07% |
Simplicity Småbolag Sverige C | 2024-03-18 | 173.16 SEK | -0.45% | 4.14% |
Simplicity Småbolag Global | 2024-03-18 | 160.24 SEK | 1.15% | 8.97% |
Simplicity Fastigheter A | 2024-03-18 | 90.64 SEK | -0.80% | -6.16% |
Simplicity Fastigheter B | 2024-03-18 | 81.9 SEK | -0.80% | -6.13% |
Simplicity Fastigheter C | 2024-03-18 | 91.79 SEK | -0.80% | -6.11% |
Simplicity Green Impact A | 2024-03-18 | 120.83 SEK | 0.73% | 7.96% |
Simplicity Green Impact B | 2024-03-18 | 114.72 SEK | 0.73% | 7.99% |
Simplicity Green Impact C | 2024-03-18 | 122.22 SEK | 0.73% | 8.12% |
Simplicity Green Impact D | 2024-03-18 | 120.88 SEK | 0.72% | 7.97% |
Simplicity Likviditet A | 2024-03-18 | 120.04 SEK | 0.02% | 1.27% |
Simplicity Likviditet B | 2024-03-18 | 108.92 SEK | 0.02% | 1.26% |
Simplicity Företagsobl A | 2024-03-18 | 136.45 SEK | 0.08% | 2.29% |
Simplicity Företagsobl B | 2024-03-18 | 108.19 SEK | 0.07% | 2.28% |
Simplicity Företagsobl C | 2024-03-18 | 112.38 SEK | 0.08% | 2.37% |
Simplicity Global Corp A | 2024-03-18 | 129.35 SEK | 0.11% | 1.95% |
Simplicity Global Corp B | 2024-03-18 | 94.81 SEK | 0.11% | 1.90% |
Simplicity Global Corp C | 2024-03-18 | 107.1 SEK | 0.11% | 2.01% |
Simplicity High Yield A | 2024-03-18 | 116.74 SEK | 0.17% | 2.65% |
Simplicity High Yield B | 2024-03-18 | 102.2 SEK | 0.17% | 2.63% |
Simplicity High Yield C | 2024-03-18 | 118.54 SEK | 0.17% | 2.71% |
Simplicity Nordic Corp Bond EUR | 2024-03-06 | 106.76 EUR | 0.03% | 1.72% |
Simplicity Palma A | 2024-03-18 | 124.71 SEK | -0.49% | 5.58% |
Simplicity Palma B | 2024-03-18 | 128.28 SEK | -0.49% | 5.68% |
Simplicity Maturity 2027 A | 2024-03-18 | 102.81 | 0.11% | 2.00% |