Simplicity Norden

Simplicity Norden is Simplicity's flagship. It is Simplicity's first fund and the fund was launched in September 2002. Since the fund was launched, the performance is among the best in its category.

Opportunities in Scandinavia
The Scandinavian stock markets are highly integrated. There are 800 public companies with a market value of 5000 billion SEK. Unlike a pure Sweden fund, you as an investor, have an exposure to sectors and companies that do not exist to the same extent on the stock exchange in Stockholm. Our investment model benefits from the large variety of stocks from different sectors and we hope thereby to find the shares that are performing better than others in the Scandinavian market.

About the Fund
The fund is among the best Scandinavian funds since fund start. The fund invests in shares linked to the stock exchanges in Denmark, Finland, Norway and Sweden. More than half of the fund's holdings are located in Sweden. The currency risk is therefore lower in Simplicity Norden than in our other equity funds from a Swedish investor perspective. Since the fund invests in the entire Scandinavian region, it is more diversified than a pure Sweden fund and therefore has lower country specific risk. The investments are made, like Simplicity's other equity funds, strictly according to our proprietary SimplicityTM investment model, which selects the best performing shares on the basis of quantitative analysis.