Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic market. The real estate companies are characterized by high quality, long-term perspective, and investments in various types of tangible assets that provide a business that offers predictable, stable and good earnings over time.

Simplicity Fastigheter is jointly managed by our equity and fixed income teams, where you as a unit holder get access to the fixed income management’s fundamental analysis and the managers’ long experience of investing in real estate companies. This is supplemented by the equity team’s data-driven analysis, which among other things captures the companies and stocks that perform best in relation to the risk we want.

The investment teams starting point is a broad exposure via the reputable Swedish real estate companies that we have known well for a long time, supplemented by the leading real estate companies in Norway, Denmark, and Finland. The goal is risk diversification between the various real estate segments, which means a portfolio consisting of a mix of different types of real estate such as residential and offices as well as warehouse, industrial, logistics and community properties. The fund is actively managed, which means that the allocation between the different companies will vary based on the market situation and the companies’ performance.

All real estate companies are carefully assessed based on their sustainability work, and the assessment is an important part of the selection process of companies for the portfolio. To measure and monitor the environmental and social impact, Simplicity has access to several different methods, services, and data sources. The fund has documented investment and sustainability processes that the managers follow. The managers have access to several different data sources, including Bloomberg and MSCI. The fund’s holdings are regularly screened with the help of MSCI. The person responsible for Simplicity’s risk function audits, independently of the managers, that the fund complies with established criteria.

Fund facts

  • 2020.12.11
  • 0,80%
  • 100 SEK
  • 5583-2018

Risk information

  • 0
  • High (6)
  • n/a
  • n/a

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested. The fund's value can fluctuate significantly due to its composition and fund management methods used by the Fund Management Company.

Performance of the fund

Holdings and distribution

Industry distribution

10 largest holdings

Geographical distribution

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