Monthly Report September 2021

Fixed Income Portfolio Managers comments In September, the volatility in the financial markets increased due to concerns regarding the recovery in the global economy. In China, the problems continued for the real estate developer Evergrande, which is struggling with high leverage after many years of debt-financed growth. The company has defaulted on interest payments on […]

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Monthly report August 2021

Fixed Income Portfolio Managers comments Despite a slow start due to the holiday season, August became a busy month. The recovery in the global economy continued, supported by lifted restrictions, which contributed to increased consumption of goods and services. At the same time, there are a number of challenges that may threaten future economic growth, […]

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Monthly Report July 2021

Fixed Income Portfolio Managers comments Summer is here and the financial markets have shown that July can be an exciting month too. The delta variant of the coronavirus created some concern in mid-July when the spread increased in many countries, but at the same time the number of patients in intensive care units remains low […]

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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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