2025-03-27

Dividend 2025

On April 14, 2025, dividends will be paid out for the following funds managed by Simplicity:

Fixed income funds
Simplicity Företagsobligationer Class B (SE0006963617)
Simplicity Global Corporate Bond Class B (SE0007948237)
Simplicity High Yield Class B (SE0014555231)
Simplicity Maturity 2027 B (SE0021147303)
Simplicity Maturity 2027 C (SE0021147311)
Simplicity Maturity 2027 E (SE0021147337)
Simplicity Maturity 2028 B (SE0022726253)
Simplicity Maturity 2028 E (SE0022726287)
Equity funds
Simplicity Småbolag Sverige Class B (SE0009161557)
Simplicity Fastigheter Class B (SE0015243282)
Simplicity Green Impact Class B (SE0017767627)

As a unit holder in the above funds on the record date, April 10, 2025, you will be entitled to receive the dividend.

Dividend amounts:

The dividend amounts for the fixed income funds are as follows:
Simplicity Företagsobligationer B: 6.14 SEK per unit
Simplicity Global Corporate Bond B: 5.27 SEK per unit
Simplicity High Yield B: 7.33 SEK per unit
Simplicity Maturity 2027 B: 1.49 SEK per unit
Simplicity Maturity 2027 C: 7.53 SEK per unit
Simplicity Maturity 2027 E: 1.50 SEK per unit
Simplicity Maturity 2028 B: 2.68 SEK per unit
Simplicity Maturity 2028 E: 2.69 SEK per unit

For the equity funds, the dividends will be based on the unit price as of April 10, 2025:
Simplicity Småbolag Sverige B: 5.00% of the unit price
Simplicity Fastigheter B: 5.00% of the unit price
Simplicity Green Impact B: 5.00% of the unit price

We are available for any questions or inquiries. You can reach us most easily by phone at +46 340 21 95 00 or via email at kundservice@simplicity.se.

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10 January

Monthly report Dec 2024

The financial markets concluded 2024 on a relatively turbulent note, marked by volatile stock markets, rising bond yields, and a stronger dollar. The climate contributed to mixed performance during the month, with all fixed-income funds delivering positive returns, while equity funds showed both gains and losses.  The most significant events during the month: Global Economic […]

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5 June

The Simplicity funds will be closed for trading on June 6, 2024.

Due to Sweden’s National Day, all funds will be closed for trading on June 6, 2024. If you have any questions regarding your fund transactions or holdings, please contact our customer service at 0340 – 21 95 00 or via email at kundservice@simplicity.se. We are available from 8:00 AM to 5:00 PM to assist you.

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