Asset management since 2002

Fund Management

Simplicity has provided award-winning fund management since 2002. Our fund offering consists of a broad selection of equity funds and fixed income funds, as well as a mixed-asset fund.

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Portfolio Management

Our portfolio management service offers discretionary portfolios for foundations, institutions, corporations, and high-net-worth individuals. We also provide advisory management for those who wish to take an active role in their investment decisions.

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Foundation Administration

SiSimplicity offers a customized, comprehensive solution for foundations covering asset management, administration, accounting, board administration, and grant application management.

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Welcome to Simplicity

With offices in Varberg, Stockholm, Gothenburg, and Palma, Simplicity offers fund management, discretionary portfolio management, and investment advisory services for institutional clients, corporations, and private individuals. In addition, we provide tailored solutions for foundations and other organizations.

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Aktuellt

News – 27 March

Dividend 2025

On April 14, 2025, dividends will be paid out for the following funds managed by Simplicity: Fixed income funds Simplicity Företagsobligationer Class B (SE0006963617) Simplicity Global Corporate Bond Class B (SE0007948237) Simplicity High Yield Class B (SE0014555231) Simplicity Maturity 2027 B (SE0021147303) Simplicity Maturity 2027 C (SE0021147311) Simplicity Maturity 2027 E (SE0021147337) Simplicity Maturity 2028 […]

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News – 10 January

Monthly report Dec 2024

The financial markets concluded 2024 on a relatively turbulent note, marked by volatile stock markets, rising bond yields, and a stronger dollar. The climate contributed to mixed performance during the month, with all fixed-income funds delivering positive returns, while equity funds showed both gains and losses.  The most significant events during the month: Global Economic […]

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Our funds

Fixed income funds

We offer fixed income funds for those looking for returns at a lower risk. Our fixed income managers work according to a structured, fundamental analysis process in their management. We have been able to achieve a good risk-adjusted return through active management in all of our fixed income funds, and several of our funds have been awarded prizes.

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Maturity 2029

A new bond fund aims to generate recurring income while preserving the invested capital over the portfolio's lifespan. Similar to an investment in an individual bond, the fund follows a fixed-term strategy and provides, among other things, quarterly distributions.
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Maturity 2028

A new bond fund aims to generate recurring income while preserving the invested capital over the portfolio's lifespan. Similar to an investment in an individual bond, the fund follows a fixed-term strategy and provides, among other things, quarterly distributions.
Simplicity

Likviditet

Low risk at a competitive rate. Simplicity Likviditet invests in short-term interest-bearing financial instruments denominated in Swedish kronor.

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High Yield

Our latest fixed income offering which invests in Nordic bonds with slightly lower credit ratings, but higher possible returns.

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Företagsobligationer

Simplicity Företagsobligationer is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.

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Global Corporate Bond

Simplicity Global Corporate Bond is an actively managed fixed income fund that invests in corporate bonds globally.

Equity funds

We offer six equity funds and one balanced fund which, based on our investment philosophy, is characterized by risk awareness and a focus on long-term risk-adjusted returns. We search for the top stocks and quality companies based on profitability, value, risk and positive performance. Our managers keep their focus on facts and measurable factors with attention directed to companies’ performance rather than subjective judgments.

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Global Tema

An actively managed global equity fund that invests in high-quality companies benefiting from thematic drivers. The fund is Dark Green (Article 9).
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Fastigheter

Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic region.

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Palma

Our first actively managed mixed fund aims to achieve as high a risk-adjusted return as possible.
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Sverige

A Swedish equity fund that invests in companies demonstrating a positive trend and low volatility. The fund’s efficient and data-driven investment process enables us to provide active management at a low fee.
Simplicity

Småbolag Sverige

An actively managed Swedish small-cap fund that invests in stable stocks with positive momentum.
Simplicity

Norden

The fund invests broadly across the Nordic region, thereby combining the stability of the Nordic market with the flexibility to select the most attractive companies regardless of sector or country.
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Småbolag Global

Global diversification and higher expected returns for small- to mid cap equities. Simplicity Småbolag Global is our offering to investors seeking investments in small- to mid cap companies globally.

Easy to get started

Investing in our funds is very simple. You can invest in our funds by opening a fund account or an ISK directly with Simplicity, or invest through your bank, fund platform, or pension savings.

Open a Fund Account / ISK

A fund account or ISK account directly with us is suitable for both private individuals and legal entities. Register easily and conveniently using Mobile BankID.

Get started with fund investing at Simplicity

Invest via your bank or fund platform

We understand that it is convenient to gather all your investments, accounts, and loans in one place. Therefore, you will find our funds at almost all Swedish banks and investment platforms. For technical reasons, our monthly reporting is not automatically included if you invest through your bank, but if you contact our customer service, we will of course arrange this. Below is a selection of platforms where our funds are available.

Current NAV

The current NAV of the funds is published every day at 5 p.m. at the latest.

NAV
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