Sustainable investments in equity and fixed income funds

News – 10 November

Monthly reports October 2020

Equity funds Global developments in brief Shares fell broadly during the month, which included earnings reports, increased virus spread, GDP figures and interesting political developments in the United States. At the end of the month, the markets were reminded that the pandemic is not over as several countries again imposed restrictions to prevent the spread […]

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News – 14 October

Monthly reports September 2020

Equity funds Simplicity Norden A positive September month in which the fund rose 4.4% compared to the 3.0% for index. Positive contributions came from the holdings in the stable consumer companies Axfood, ICA and Kesko (FI), all overperforming the market. Grocery sales in Sweden rose by 5% in August, while Kesko released a reverse profit […]

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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.

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.

Equity funds

We offer four 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.

Fund performance

Click the fund for more detailed information.

Fund Date NAV 1 day 2020
Simplicity Norden A 2020-11-25 685.86 SEK -0.04% -4.30%
Simplicity Norden B 2020-11-25 99.27 SEK -0.04% -3.63%
Simplicity Sverige 2020-11-25 169.7 SEK -0.20% 1.04%
Simplicity Småbolag Sverige A 2020-11-25 174.46 SEK 0.05% 4.63%
Simplicity Småbolag Sverige B 2020-11-25 149.52 SEK 0.05% 4.62%
Simplicity Småbolag Sverige C 2020-11-25 153.85 SEK 0.05% 5.05%
Simplicity Småbolag Global 2020-11-25 98.49 SEK -0.41% -17.22%
Simplicity Företagsobligationer A 2020-11-25 127.42 SEK 0.05% -0.86%
Simplicity Företagsobligationer B 2020-11-25 111.27 SEK 0.04% -0.82%
Simplicity Företagsobligationer C 2020-11-25 103.65 SEK 0.05% -0.45%
Simplicity Global Corporate Bond A 2020-11-25 123.55 SEK 0.07% -0.78%
Simplicity Global Corporate Bond B 2020-11-25 103.74 SEK 0.08% -0.76%
Simplicity Global Corporate Bond C 2020-11-25 100.79 SEK 0.08% -0.38%
Simplicity Likviditet A 2020-11-25 112.26 SEK 0.01% 0.48%
Simplicity Likviditet B 2020-11-25 101.73 SEK 0.01% 0.57%
Simplicity High Yield A 2020-11-25 103.22 SEK 0.05% 3.22%
Simplicity High Yield B 2020-11-25 103.22 SEK 0.05% 3.22%
Simplicity High Yield C 2020-11-25 103.34 SEK 0.05% 3.34%
Copyright Simplicity AB 2017