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.

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.

Foundation Administration

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

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.

Aktuellt

News – 30 September

Press release 2026.09.30 – Acquisition of Norron’s Fund Management Business Completed

Simplicity has completed the acquisition of Norron’s fund management business. The acquisition represents an important step in Simplicity’s ambition to continue growing as one of Sweden’s largest independent asset managers.   On 30 September 2026, Simplicity AB (“Simplicity”) completed its acquisition of Norron AB’s (“Norron”) fund management business. Norron is part of the Aker ASA […]

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News – 22 July

Dividend Simplicity Maturity 2028 & 2029

On July 23rd, 2026, dividends will be paid from the following funds managed by Simplicity: Simplicity Maturity 2028 (Share class B) ISIN: SE0022726253 Simplicity Maturity 2028 (Share class E) ISIN: SE0022726287 Simplicity Maturity 2029 (Share class B) ISIN: SE0026142390 Simplicity Maturity 2029 (Share class E) ISIN: SE0026142424 All unitholders in the above funds on the […]

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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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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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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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Nordic Sustainable Corporate Bond

A sustainable Nordic fixed income fund with low risk and a focus on steady returns.

Simplicity

Global Corporate Bond

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

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Premium

Premium is an actively managed fixed income fund with a focus on sustainability that invests in Nordic fixed income instruments.

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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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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.

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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.

Equity funds

We offer seven 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.

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.

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.

Copyright Simplicity AB 2023