Monthly Report June 2021

Fixed Income Portfolio Managers comments During the G7 summit in the UK, the G7 leaders emphasized the importance of strengthened international cooperation and that financial policy stimulus is important to maintain the economic recovery. Although some of the economic figures released, did not meet market expectations, it is clear that we are in a recovery […]

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Trading information: Simplicity Småbolag Global closed for trading on 2021-07-05

Since the US markets are closed Monday 5th of July, so is Simplicity Småbolag Global. The fund will open for trading again on Tuesday the 6th of July.

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Monthly reports March 2021

Equity funds Market commentary Rising interest rates and relatively low valuations contributed to banks and investment companies being at the top of Simplicity’s equity funds and contributed to the positive performance of all funds during the month. Svolder, Ratos and Bure performed strongly in Simplicity Småbolag Sverige together with SEB, Investor and EQT as well […]

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Monthly reports February 2021

Equity funds Market commentary Cyclical companies were at theforefront of this month’s upswing. Banks, industrials, commodity companies and consumer discretionary companies were at among the top performers in all funds, except Simplicity Fastigheter for obvious reasons. In Simplicity Norden and Simplicity Sverige, capital goods companies Atlas Copco, Volvo and  Epiroc were particularly influential together with […]

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Dividend information 2021

On april 21st 2021 the following funds managed by Simplicity AB will pay dividends: Simplicity Företagsobligationer share class B (SE0006963617) Simplicity Global Corporate Bond share class B (SE0007948237) Simplicity High Yield share class B (SE0014555231) Simplicity Småbolag Sverige share class B (SE0009161557) As a registered investor in any of the above mentioned funds you will […]

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Monthly reports January 2021

Equity funds Management comments The year began with sprawling developments in the stock markets, both among sectors and among companies within the sectors. The big Nordic banks developed strongly through stable reporting and positive reactions to the joint cooperation to combat organized crime together with the Swedish police, which was formalized during the month. Both […]

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Monthly reports December 2020

Equity funds Management comments December 2020 Stock markets ended the year with positive, albeit somewhat mixed, developments. Danske Bank, SEB and Swedbank were once again in the limelight as the FBI started investigations into money laundering and fraud at the banks. The large Nordic banks fell broadly during the month as Nordea and Handelsbanken also […]

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Monthly reports November 2020

Equity funds Management comments November 2020 The rally in the stock markets continued during November. Both the positive news on vaccine development and the US presidential election boosted stock prices. Expectations of a strong 2021 are now high as it could be a year of both improved international relations (between the US and China, for […]

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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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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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