Seven funds covering markets in over 40 countries worldwide.
We manage four equity funds with geographical focus on the nordic markets. Our first equity fund, Simplicity Norden, was launched in 2002 when Simplicity was founded. In recent years we have broadened the offering with additions for our clients seeking global equity exposures through Simplicity Småbolag Global. For exposure to Swedish equities, we offer both a traditional Swedish fund and an exciting version that focuses on Swedish small cap companies.
Our three award-winning fixed income funds vary in focus from short-term SEK denominated interest bearing securities through Simplicity Likviditet to bonds issued by global companies through Simplicity Global Corporate Bond. Our Nordic DNA is also found among the fixed income funds through Simplicity Företagsobligationer.
Regardless of which fund you choose to invest in, our motto will always be present: High risk-adjusted returns before high risky returns.
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 short-term interest-bearing financial instruments denominated in Swedish kronor.
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 was launched in 2002 when Simplicity was founded. It has since then outperformed its benchmark index and was awarded with the prize as the best nordic equity fund at the Morningstar Fund Awards 2019.
After several successful years managing 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.
Focused on small to mid cap companies, with a global mandate.