Welcome to Simplicity
Investing in our funds is easy. You can open both a fund depository or an investment savings account (ISK) directly with us at Simplicity. We are also available on the majority of Sweden’s fund markets and trading platforms, and of course you can invest with us via your bank.
As a direct customer of Simplicity, you get access to personal service, where all the people you are in contact with are under one roof. You also have the opportunity to follow the value development of your own, your family’s or your company’s fund holdings with us via a personal login to Simplicity.se.
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.
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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.
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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.
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Likviditet
Low risk at a competitive rate. Simplicity Likviditet invests in short-term interest-bearing financial instruments denominated in Swedish kronor.
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High Yield
Our latest fixed income offering which invests in Nordic bonds with slightly lower credit ratings, but higher possible returns.
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Företagsobligationer
Simplicity Företagsobligationer is an actively managed fixed income fund that primarily invests in corporate bonds issued by companies in the Nordic region.
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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.
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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).
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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.
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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.
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Småbolag Sverige
An actively managed Swedish small-cap fund that invests in stable stocks with positive momentum.
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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.
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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.