Simplicity Green Impact – a fund for you that seek high risk-adjusted return and who want to invest in companies that contribute with a sustainable development.

Sustainable companies have experienced substantial growth in recent years. The focus on climate change and environmental issues continue to increase, which presents several interesting investment opportunities and indicates further strong growth in the area. The green transition will be driven by rising demand for sustainable products and services, and by even more investors seeking to finance future solutions for global challenges. We believe that sustainable companies are building the future, and that the future winners are companies that are at the forefront in terms of climate change, environmental impact, and resource efficiency.

The fund invests in companies that are assessed to have environmentally sustainable economic activities in line with the EU taxonomy and in companies that are assessed to contribute to the UN’s sustainable development goals. Particular attention is placed on sustainable energy, consumption, and production, on combating climate change, climate adaptation, and preservation and utilization of our environment in a sustainable way. The goal is to invest in several different industries around the world, which provides increased diversification.

Investors in the fund get access to the fund managers’ long experience of equity investing. The sustainability analysis is supplemented with a structured and disciplined investment process to identify stocks that are expected to have a high risk-adjusted return. The goal of our investment strategy is to identify quality companies at attractive valuations with emphasis on risk analysis. Investment decisions are based on analysis of the underlying company performance as well as fundamental and qualitative factors. In accordance with our investment strategy, the investment decisions consider neither weight nor size of stocks in the index. The fund is actively managed, which means that the profiles of the companies in the fund may vary over time based on the market situation and the performance of the stocks.

Risk management is a central part of Simplicity’s management process, and it is therefore important that sustainability risks are considered and monitored just like other types of risks. Besides having sustainable investments as an objective, Simplicity Green Impact also promotes social characteristics and good governance. The fund does not invest in companies that produce or distribute weapons, alcohol, tobacco, gambling, pornography, fossil fuels, coal, uranium, and GMO. The fund also does not invest in companies that systematically violate international standards.

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

  • 2022.05.23
  • 1,25%
  • 100 SEK
  • 08:00 CET

Risk information

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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.

Copyright Simplicity AB 2021