Simplicity Balans

One of the greatest difficulties for investors and asset managers is to handle the volatility in the market. The challenge lies in creating a positive return in an upgoing market and preserve the capital in a longterm market decline.
Our fund, Simplicity Balans, accepts the challenge. 

About the fund

For many investors, the main question is to find a diversified portfolio, but also when to increase the investment in the stock market. Against this background, we have now launched a new fund, Simplicity Balans. The fund is quantitative driven and selects the proportion of shares to be invested in the fund, which market or markets to invest in and which shares to be included in the portfolio. The ambition is to create a positive return through increased equity exposure in an upgoing market and invest in Swedish money market instruments in a longterm market decline.    

Simplicity Balance suits those who want to have an increasing exposure to the stock market in a positive market environment and gradually exit the stock market when the market declines. The objective of the fund is to provide a higher long term risk-adjusted annual return than an equal investment in our equity funds. The investment horizon should be at least three to five years.