Active fund management since 2002

News – 1 June

Monthly report May 2023

The reporting season has largely ended and the prevailing picture of strong earnings from companies is intact. The credit markets performed relatively strongly in May and all funds generated positive returns, while equity funds diverged. Summary of the market’s focus during the month:  Agreement on US debt ceiling in place After a period of intense […]

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News – 1 May

Monthly report April 2023

The market focused on strong corporate reporting during April, overshadowing concerns about persistent inflation and interest rate hikes. Despite the uncertain global environment, many companies continued to show strong growth, resulting in positive performance for almost all of our funds. Summary of market focus during the month: Strong corporate reporting Among the companies that delivered […]

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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.

Simplicity

Likviditet

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

Simplicity

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.
Simplicity

High Yield

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

Simplicity

Företagsobligationer

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

Simplicity

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.

Simplicity

Fastigheter

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

Simplicity

Palma

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

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).
Simplicity

Sverige

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

Simplicity

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”.

Simplicity

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.
Simplicity

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.

Fund performance

Click the fund for more detailed information.

Fund Date NAV 1 day 2023
Simplicity Norden A 2023-06-02 816.5 SEK 0.84% 4.59%
Simplicity Sverige 2023-06-02 196.01 SEK 1.92% 7.66%
Simplicity Norden B 2023-06-02 120.58 SEK 0.84% 4.98%
Simplicity Småbolag Sverige A 2023-06-02 184.27 SEK 2.66% 5.60%
Simplicity Småbolag Sverige B 2023-06-02 135.36 SEK 2.66% 5.57%
Simplicity Småbolag Global 2023-06-02 137.56 SEK 1.08% 3.91%
Simplicity Fastigheter A 2023-06-02 73.68 SEK 7.20% -14.27%
Simplicity Fastigheter B 2023-06-02 66.49 SEK 7.21% -14.31%
Simplicity Fastigheter C 2023-06-02 74.39 SEK 7.21% -14.12%
Simplicity Företagsobl A 2023-06-02 128 SEK 0.01% 2.96%
Simplicity Företagsobl B 2023-06-02 101.48 SEK 0.01% 2.96%
Simplicity Företagsobl C 2023-06-02 105.05 SEK 0.01% 3.07%
Simplicity Global Corp A 2023-06-02 119.98 SEK 0.10% 2.31%
Simplicity Global Corp B 2023-06-02 88 SEK 0.10% 2.28%
Simplicity Likviditet A 2023-06-02 115.68 SEK 0.03% 2.04%
Simplicity High Yield A 2023-06-02 108.41 SEK 0.00% 3.56%
Simplicity High Yield B 2023-06-02 94.91 SEK 0.00% 3.43%
Simplicity High Yield C 2023-06-02 109.73 SEK 0.00% 3.74%
Simplicity Palma A 2023-06-01 112.89 SEK 0.13% 0.79%
Simplicity Palma B 2023-06-01 115.7 SEK 0.14% 1.00%
Simplicity Green Impact A 2023-06-01 107.08 SEK 1.09% 11.51%
Simplicity Green Impact B 2023-06-01 101.71 SEK 1.08% 11.49%
Simplicity Nordic Corp Bond EUR 2023-06-02 100.53 EUR 0.02% 0.53%
Copyright Simplicity AB 2023