Our funds
Fixed income funds
We offer fixed income funds for those looking for returns at a lower risk. Our fixed income managers work according to a structured, fundamental analysis process in their management. We have been able to achieve a good risk-adjusted return through active management in all of our fixed income funds, and several of our funds have been awarded prizes.
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.
Equity funds
We offer six equity funds and one balanced fund which, based on our investment philosophy, is characterized by risk awareness and a focus on long-term risk-adjusted returns. We search for the top stocks and quality companies based on profitability, value, risk and positive performance. Our managers keep their focus on facts and measurable factors with attention directed to companies’ performance rather than subjective judgments.
Simplicity
Fastigheter
Simplicity Fastigheter invests in listed companies that own, manage, and build various types of real estate in the Nordic region.
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Palma
Our first actively managed mixed fund aims to achieve as high a risk-adjusted return as possible.
Simplicity
Green Impact
A global equity fund investing in companies that contribute to a sustainable development. The fund is classified as dark green (Article 9) under the EU Sustainable Finance Disclosure Regulation (SFDR).
Simplicity
Sverige
After several successful years managing Simplicity Norden we launched Simplicity Sverige, which only invests in stocks listed on the Stockholm Stock Exchange.
Simplicity
Småbolag Sverige
Simplicity Småbolag Sverige focuses on Swedish small-cap stocks. An investment fund for those who believe in the power of Swedish innovation and entrepreneurial spirit, which is anything but “Lagom”.
Simplicity
Norden
Simplicity Norden was launched in 2002 when Simplicity was founded. It has since then outperformed its benchmark index and was awarded with the prize as the best nordic equity fund at the Morningstar Fund Awards 2019.
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.
Fund performance
The NAV of the funds is published every day at 5 p.m. at the latest.
For Simplicity Green Impact and Simplicity Palma, the NAV is published the following day at 10.00 at the latest.