Active fund management since 2002
News – 1 August

Monthly report July 2023

Despite intense news flow with company reports, interest rate announcements from central banks and economic statistics, activity in the financial markets fell during the month when the usual summer lull arrived. All our fixed income funds performed well in this climate, and for the equity funds, Simplicity Fastigheter developed very positively after good company reporting […]

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News – 4 July

Monthly report June 2023

A eventful and volatile June, which saw continued interest rate hikes to combat inflation, resulted in mixed performance for our equity funds. All bond funds performed positively driven by the funds’ continued high interest rates. Summary of the market’s focus during the month:  Continued uncertainty about the economic outlook The uncertainties surrounding the economic development […]

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Welcome to Simplicity

Simplicity AB is a fund company authorized by the Financial Supervisory Authority since 2002 and actively manages 2,2 billion SEK in equity and bond funds.

We also manage discretionary portfolio assignments and offer a complete service for foundations.

Simplicity has offices in Varberg, Stockholm and Gothenburg.

Our funds

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.

Copyright Simplicity AB 2023