About our fund management
Simplicity offers a carefully selected range of funds covering multiple asset classes and geographic markets. Our fund offering includes a broad selection of equity funds and fixed income funds, as well as a balanced fund. A common denominator across our funds is that they are managed with commitment, long-term focus, and risk awareness.
Our managers are specialists in the equity and fixed income markets and work with a shared goal of creating long-term value for our clients.
Awards & Recognitions
Since Simplicity launched its first fund in 2002, the company has received numerous nominations and awards. We are very proud that our fund management is recognized and highly valued.
Responsible investments
At Simplicity, responsible investing and sustainability are central elements of our fund management. We invest in well-managed companies that conduct their operations in a responsible and sustainable manner. This is an important factor in generating high risk-adjusted returns for our clients.
Easy to get started
Investing in our funds is very simple. You can invest in our funds by opening a fund account or an ISK directly with Simplicity, or invest through your bank, fund platform, or pension savings.
Equity funds
Simplicity
Global Tema
An actively managed global equity fund that invests in high-quality companies benefiting from thematic drivers. The fund is Dark Green (Article 9).
Simplicity
Fastigheter
Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic region.
Simplicity
Palma
Our first actively managed mixed fund aims to achieve as high a risk-adjusted return as possible.
Simplicity
Sverige
A Swedish equity fund that invests in companies demonstrating a positive trend and low volatility. The fund’s efficient and data-driven investment process enables us to provide active management at a low fee.
Simplicity
Småbolag Sverige
An actively managed Swedish small-cap fund that invests in stable stocks with positive momentum.
Simplicity
Norden
The fund invests broadly across the Nordic region, thereby combining the stability of the Nordic market with the flexibility to select the most attractive companies regardless of sector or country.
Simplicity
Småbolag Global
Global diversification and higher expected returns for small- to mid cap equities. Simplicity Småbolag Global is our offering to investors seeking investments in small- to mid cap companies globally.
Fixed income funds
Simplicity
Maturity 2029
A new bond fund aims to generate recurring income while preserving the invested capital over the portfolio's lifespan. Similar to an investment in an individual bond, the fund follows a fixed-term strategy and provides, among other things, quarterly distributions.
Simplicity
Maturity 2028
A new bond fund aims to generate recurring income while preserving the invested capital over the portfolio's lifespan. Similar to an investment in an individual bond, the fund follows a fixed-term strategy and provides, among other things, quarterly distributions.
Simplicity
Likviditet
Low risk at a competitive rate. Simplicity Likviditet invests in short-term interest-bearing financial instruments denominated in Swedish kronor.
Simplicity
High Yield
Our latest fixed income offering which invests in Nordic bonds with slightly lower credit ratings, but higher possible returns.
Simplicity
Företagsobligationer
Simplicity Företagsobligationer is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
Simplicity
Global Corporate Bond
Simplicity Global Corporate Bond is an actively managed fixed income fund that invests in corporate bonds globally.