Authorized and independent asset managers
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 five equity funds spanning all major markets and three fixed income funds which cover asset classes ranging between SEK-denominated money market securities to global corporate bonds. Our fixed income funds received prestigious awards from Morningstar and Thomson Reuters in 2018. Among those awards Simplicity was recognized as the best fixed income house in Sweden by Morningstar. We are authorized by the Swedish financial supervisory authority.
Important information regarding our fixed income funds
All fixed income funds were postponed for trading on Friday the 20th of March 2020. This decision was made as a result of the major market turmoil and the risk of mispricing in the market. On Monday the 23rd, all fixed income funds were re-opened and orders registered for NAV date 2020-03-20 were re-registered for settlement on Monday the 23rd. All payments for orders initially received for NAV date on the 20th were also sent as express payments so that none of our customers would receive late payments due to the postponed trading.
For current status reports and news, please see below. And as always, please let us know if you have any questions or concerns.
Status report Fixed Income – 2020-03-24
News report Fixed Income – 2020-03-23
Best Nordic Equity Fund – Simplicity Norden!
We are happy to announce that Simplicity Norden was awarded “Best Nordic Equity Fund” at the Morningstar Fund Awards 2019.
Simplicity was also, for the second year, nominated in the prestigious category “Best Fund House: Fixed Income, Sweden”.
In 2018 Simplicity was awarded “Best Fund House: Fixed Income, Sweden” at the Morningstar Fund Awards.
The same year Simplicity Global Corporate Bond was awarded as the “Best SEK Bond Fund, Sweden”.