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Our fund offering with a global mandate, which is focused on smaller companies globally.

Simplicity Småbolag Global is our latest addition to our fund offering. The Fund invests in small and medium-sized companies all over the world with a market value of less than USD 5 billion. Historically, small cap stocks have generated a higher return than large cap stocks. Thanks to a smaller size, smaller companies have greater potential to grow. They are often strong niche players or active in new technological areas and are often expanding to new markets. Often the founders of small companies are still in the business, which bodes well for continued growth and orderly management. The Fund has the whole world as its playing field, and thanks to the global orientation, greater diversification and lower volatility is achieved. Simplicity Småbolag Global is thus suitable for investors who want a global risk diversification and seek higher possible returns than traditional global funds.

Simplicity Småbolag Global 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.

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

  • 2018.02.28
  • 1,40%
  • 1,43%
  • 100 SEK
  • 5068-6666
  • 08:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Medium High (4)
  • 13,87%
  • 1,13

Performance of the fund

Return

  • 1.26%
  • 3.87%
  • 21.66 %
  • 76.07 %
  • 141.20%
  • 22.36%

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

  • 26.5%
  • 22.2%
  • 12.3%
  • 11.9%
  • 10.0%
  • 5.5%
  • 4.2%
  • 3.4%

10 largest holdings

  • 1.4%
  • 1.3%
  • 1.3%
  • 1.2%
  • 1.2%
  • 1.2%
  • 1.2%
  • 1.2%
  • 1.2%
  • 1.2%

Geographical distribution

  • 58.3%
  • 6.3%
  • 6.3%
  • 4.0%
  • 2.8%
  • 2.7%
  • 2.5%
  • 1.9%
  • 1.6%
  • 1.3%
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