On August 14th, 2020 we launch our next fixed income fund – Simplicity High Yield. The fund will primarily focus on investments in bonds issued by companies from the Nordic region. The companies in which the fund invests will have slightly lower credit ratings compared to the majority of companies in which our current fixed income funds invests in. This translates into higher risk, but also higher possible returns over the long term.
We will exclude non-renewable companies within the energy sector, such as oil, coal, and gas, just as we do in the rest of our funds. This decision is based on our belief that such companies will face challenges in the current transition towards a sustainable society. As we exclude certain industries as we deem un-fit, we will also seek to invest in companies which through their operations contribute towards this sustainable transition. We intend to invest a certain part of the funds capital in so called green and social bonds.
Simplicity High Yield will be our fixed income fund associated with the highest risk. Investors should therefore have an investment horizon of at least three years. Our aim is that Simplicity High Yield will be the fund that generates the highest returns amongst our fixed income funds, with a yield of 5-6% given the current market environment.
- 100 SEK
- Medium (4)
Historisk avkastning är inte en garanti för framtida avkastning. De pengar som placeras i fonden kan både öka och minska i värde och det är ingen garanti att du får tillbaka hela det insatta kapitalet.