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Equity exposure to stable and well-managed companies in one of the world’s strongest and most innovative regions.

The Nordic countries are known for stable economies, high innovation rates, and well-functioning institutions. A Nordic equity fund offers more investment opportunities and increase diversification potential compared to a pure Swedish fund – from Danish pharmaceuticals to Norwegian salmon and Finnish industry.

Simplicity Norden is an actively managed equity fund with no requirement or ambition to track its benchmark index, giving the fund manager full freedom to exploit the most attractive investment opportunities in the Nordic stock markets. Through active management and disciplined analysis, we create a fund portfolio that combines the growth potential of Nordic companies with a high degree of risk awareness.

The objective is to generate long-term positive returns and higher value growth than an index of Nordic companies.

Simplicity Norden is a light green fund under Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR). This means that the fund promotes environmental and/or social characteristics but does not have sustainable investment as its objective. At least 90% of the fund’s investments will promote environmental and/or social characteristics. Of these investments, 20% will be sustainable investments with an environmental or social objective. Further information on the fund’s sustainability work is available in the fund documentation.

Key characteristics of Simplicity Norden:

  • A long-term equity investment in Nordic listed companies

  • Exposure to a strong region

  • Focus on stable and high-performing companies

 

Morningstar Fund Awards 2019
Best Nordic Equity Fund. 

Fund facts

  • 2002.09.23
  • 1,6%
  • 1,63%
  • 100 kr
  • 14:00 CET
  • 5457-2839

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Medium (4)
  • 8,38%
  • 1,60

Performance of the fund

Return

  • 1.18%
  • 2.29%
  • 16.57 %
  • 53.19 %
  • 1 532.65%
  • 11.84%

Risk information
Past performance is no guarantee for future performance. Fund units may go up or down in value and investors may not get back the amount invested. The fund's result (return) is calculated after deduction of annual fees, in Swedish kronor and with dividends reinvested in the fund. No consideration has been given to inflation.

Holdings and distribution

Industry distribution

  • 48.8%
  • 31.0%
  • 8.6%
  • 3.2%
  • 2.8%
  • 1.7%
  • 1.2%
  • 1.0%

10 largest holdings

  • 7.1%
  • 5.6%
  • 5.3%
  • 4.5%
  • 4.0%
  • 3.6%
  • 3.2%
  • 2.9%
  • 2.9%
  • 2.9%

Geographical distribution

  • 56.8%
  • 18.5%
  • 11.7%
  • 8.6%
  • 2.8%
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