Nordic Sustainable Corporate Bond

Nordic Sustainable Corporate Bond

Nordic Sustainable Corporate Bond is an actively managed fixed income fund that primarily invests in Nordic corporate bonds, government bonds, and covered bonds with an average maturity of up to three years. The fund has a low risk profile and aims to outperform the return on Treasury bills by 2 percentage points over time.

Nordic Sustainable Corporate Bond is classified as a dark green fund under the EU Sustainable Finance Disclosure Regulation (SFDR Article 9). This means that the fund has sustainable investments as its objective. All of the fund’s investments in fixed income instruments must qualify as sustainable investments, and at least 80% of the fund’s assets must be invested in sustainable investments. The sustainable investment objective is designed to contribute to the 17 United Nations Sustainable Development Goals and the UN 2030 Agenda for Sustainable Development. Further information on the fund’s sustainability work is available in the fund documentation.

Who is the fund suitable for?

The fund is suitable for investors seeking a sustainable fixed income investment with a low level of risk and an investment horizon of at least three years. It can serve as a more stable component in a diversified portfolio or as an alternative to traditional fixed income savings, with the potential to generate a higher return than Treasury bills.

How do I invest in the fund?

Please contact us at +46 340 21 95 00 or customer.service@simplicity.se, and we will be happy to tell you more.

Fund facts

• Fund inception date2011-02-01
• Fixed management fee0,50 %

Risk information

• Risk level
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• Risk categoryA low risk category (2)
• Total risk (3 years)2,2 %
• Sharpe Ratio (3 years)1,1

Documents