Simplicity's systematic investment models continually scan markets in over 40 countries, searching for high performing stocks at attractive valuations. We manage both equity and fixed income funds with geographical scopes varying from the Nordic region to the rest of the world. Simplicity is a pioneer on the Swedish fund market, opening up new markets for Swedish Investors since 2002.
Today we offer investors five different equity funds and three fixed income funds, covering all the major markets.
Fixed Income Funds
Our fixed income fund offering consist of one money market fund, Simplicity Likviditet, and two corporate bond funds, Simplicity Företagsobligationer and Simplicity Global Corporate Bond. Our strategy for our corporate bond funds is to combine macroeconomic forecasts and extensive bottom-up credit analysis, including a comprehensive risk assessment, in order to actively identify investment opportunities and seek to generate attractive, risk-adjusted returns.
Very low risk at a competitive rate. Simplicity Likviditet invests in Swedish short-term interest-bearing financial instruments.
Simplicity Företagsobligationer is an award winning actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
Global Corporate Bond
Simplicity Global Corporate Bond is an actively managed fixed income fund that invests in corporate bonds issued by well managed companies globally.
All of our equity funds at Simplicity share the same investment strategy, whilst all being individually managed at the same time. Our model based strategy consists of a multitude of different models continually scanning all the major global markets. The end goal is to find well-managed companies at attractive valuations. This strategy has kept our first fund, Simplicity Norden, highly ranked among its peers and well above its benchmark index for more than 15 years.
Simplicity Norden is the flagship of our fund family, and it has since its inception in 2002 been top performing in terms of returns in its category.
After several successful years with Simplicity Norden, we created a fund that invests exclusively in shares listed on the Stockholm Stock Exchange.
Simplicity Småbolag Sverige focuses on small cap Swedish equities. A fund for those who believe in Swedish innovation and entrepreneurship.
Invest in the, soon to be, largest economy in the world.
Focused on small to mid cap companies, with a global mandate.