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

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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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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Nordic Corporate Bond EUR

Simplicity Nordic Corporate Bond EUR is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
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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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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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Green Impact

A global equity fund investing in companies that contribute to a sustainable development. The fund is classified as dark green (Article 9) under the EU Sustainable Finance Disclosure Regulation (SFDR).
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Sverige

After several successful years managing Simplicity Norden we launched Simplicity Sverige, which only invests in stocks listed on the Stockholm Stock Exchange.

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Småbolag Sverige

Simplicity Småbolag Sverige focuses on Swedish small-cap stocks. An investment fund for those who believe in the power of Swedish innovation and entrepreneurial spirit, which is anything but “Lagom”.

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Norden

Simplicity Norden was launched in 2002 when Simplicity was founded. It has since then outperformed its benchmark index and was awarded with the prize as the best nordic equity fund at the Morningstar Fund Awards 2019.
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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.

Copyright Simplicity AB 2023