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Simplicity Sverige is managed according to an active investment philosophy based on two core principles:

  • Positive trend

  • Low volatility

Investments characterized by low volatility and positive trend have historically generated superior returns compared to the index. Market participants frequently underestimate the strength of established, well-functioning companies and overestimate the potential for recovery in companies facing structural decline. Furthermore, stable companies are often systematically undervalued in favor of more volatile and speculative equities. The fund’s philosophy is based on the insight that strong companies are often better than expected, while weaker companies tend to be worse than anticipated.

The investment process is designed to be systematic, structured, and repeatable. All investment decisions are based on screening against a set of predetermined factors with a clear link to trend and volatility. Company visits and subjective assessments of interim or quarterly reports are not part of the process. Instead, the portfolio construction is guided by quantitative data and mathematical models, with the objective of identifying equities expected to generate superior long-term returns.

The efficient and data-driven nature of the process enables the fund to be offered at a fee significantly below the industry average for actively managed Swedish equity funds.

The investment philosophy prioritizes a lower risk profile in the portfolio construction. Low-volatility strategies are employed to achieve high expected absolute returns while contributing to reduced portfolio-level volatility. The fund primarily invests in established Swedish companies with stable financial performance while avoiding speculative or unprofitable companies.

Simplicity Sverige 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 Sverige:

  • Objective: to achieve long-term positive returns and higher value growth than the fund’s benchmark index.

  • Focus on equities with low volatility and positive trend (momentum).

  • Long-term equity savings in Swedish companies at a low fee.

Fund facts

  • 2015.12.16
  • 0,80%
  • 0,86%
  • 100 SEK
  • 769-5166
  • 14:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • Medium (4)
  • 12,01%
  • 1,00

Performance of the fund

Return

  • 1.42%
  • 1.76%
  • 16.22 %
  • 49.59 %
  • 184.58%
  • 13.03%

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

  • 40.4%
  • 32.9%
  • 5.1%
  • 4.9%
  • 4.7%
  • 4.2%
  • 2.8%
  • 2.2%
  • 0.7%

10 largest holdings

  • 9.6%
  • 7.6%
  • 6.1%
  • 4.6%
  • 4.5%
  • 4.2%
  • 3.9%
  • 3.6%
  • 3.5%
  • 3.2%

Geographical distribution

  • 90.6%
  • 4.2%
  • 2.1%
  • 0.5%
  • 0.3%
  • 0.2%
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