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Global equity exposure with focus on long-term sustainability themes 

Simplicity Global Tema is an actively managed global equity fund. The fund invests in quality companies that benefit from thematic growth drivers with strong earnings growth.

The fund’s management is based on three primary megatrends:

  • Technological development

  • Green transition

  • Demographic changes

A megatrend is a long-term, structural force that reshapes the world. For companies that are well positioned within these megatrends, significant business opportunities arise along with a strong position for profitable growth over time. These three megatrends form the fund’s core themes.

The fund invests in a select number of carefully chosen “niches” where we see strong opportunities to invest in quality companies benefiting from the fund’s three growth themes. In addition, all selected niches are firmly aligned with the UN Sustainable Development Goals (SDGs), meaning the fund invests in companies supported by thematic drivers closely linked to sustainable development.

In the fund’s view, quality companies are those that deliver profitable earnings growth, as this ultimately shows a strong correlation with share price performance. The fund therefore invests in companies with durable competitive advantages and strong prospects for maintaining high and sustainable profitability over time.

Simplicity Global Tema is a dark green fund under Article 9 of the EU Sustainable Finance Disclosure Regulation (SFDR). This means that the fund has sustainable investment as its objective. fund’s investments in equities will be sustainable investments, and at least 90% of the fund’s assets will be invested in sustainable investments. Further information on the fund’s sustainability work is available in the fund documentation.

Key characteristics of Simplicity Global Tema:

  • A global component in your savings portfolio

  • A long-term equity investment in structural themes

  • Sustainability as a central part of the investment strategy

Important note: Please note that the Simplicity Green Impact fund became Simplicity Global Tema on 16th May 2025. Any references to the former name should be understood as referring to the new name.

Fund facts

  • 2022.05.23
  • 1,25 %
  • 1,31 %
  • 100 kr
  • 08:00 CET
  • 5859-6651

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Medium risk (4)
  • 16,18%
  • 0,36

Performance of the fund

Return

  • 0.90%
  • 0.73%
  • 2.61 %
  • 30.39 %
  • 32.70%
  • 6.46%

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

  • 59.5%
  • 21.4%
  • 7.6%
  • 5.7%
  • 2.0%
  • 1.5%
  • 1.2%
  • 0.9%

10 largest holdings

  • 4.5%
  • 4.5%
  • 3.6%
  • 3.4%
  • 3.4%
  • 3.2%
  • 3.2%
  • 3.1%
  • 3.0%
  • 2.9%

Geographical distribution

  • 52.4%
  • 11.3%
  • 8.6%
  • 7.1%
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