Monthly reports February 2021
Equity funds Market commentary Cyclical companies were at theforefront of this month’s upswing. Banks, industrials, commodity companies and consumer discretionary companies were at among the top performers in all funds, except Simplicity Fastigheter for obvious reasons. In Simplicity Norden and Simplicity Sverige, capital goods companies Atlas Copco, Volvo and Epiroc were particularly influential together with […]
Läs vidareDividend information 2021
On april 21st 2021 the following funds managed by Simplicity AB will pay dividends: Simplicity Företagsobligationer share class B (SE0006963617) Simplicity Global Corporate Bond share class B (SE0007948237) Simplicity High Yield share class B (SE0014555231) Simplicity Småbolag Sverige share class B (SE0009161557) As a registered investor in any of the above mentioned funds you will […]
Läs vidareMonthly reports January 2021
Equity funds Management comments The year began with sprawling developments in the stock markets, both among sectors and among companies within the sectors. The big Nordic banks developed strongly through stable reporting and positive reactions to the joint cooperation to combat organized crime together with the Swedish police, which was formalized during the month. Both […]
Läs vidareMonthly reports December 2020
Equity funds Management comments December 2020 Stock markets ended the year with positive, albeit somewhat mixed, developments. Danske Bank, SEB and Swedbank were once again in the limelight as the FBI started investigations into money laundering and fraud at the banks. The large Nordic banks fell broadly during the month as Nordea and Handelsbanken also […]
Läs vidareMonthly reports November 2020
Equity funds Management comments November 2020 The rally in the stock markets continued during November. Both the positive news on vaccine development and the US presidential election boosted stock prices. Expectations of a strong 2021 are now high as it could be a year of both improved international relations (between the US and China, for […]
Läs vidareMonthly reports October 2020
Equity funds Global developments in brief Shares fell broadly during the month, which included earnings reports, increased virus spread, GDP figures and interesting political developments in the United States. At the end of the month, the markets were reminded that the pandemic is not over as several countries again imposed restrictions to prevent the spread […]
Läs vidareMonthly reports September 2020
Equity funds Simplicity Norden A positive September month in which the fund rose 4.4% compared to the 3.0% for index. Positive contributions came from the holdings in the stable consumer companies Axfood, ICA and Kesko (FI), all overperforming the market. Grocery sales in Sweden rose by 5% in August, while Kesko released a reverse profit […]
Läs vidareMonthly reports August 2020
Equity Funds Comments from the fund managers The stock market continued its positive development during August, driven by the report period, which continued in the same spirit as during the previous month with overall positive reports. This gave fuel to the risk-on market which we have seen since the bottom in March. Fed chairman, Jerome […]
Läs vidareMonthly report July 2020
Equity Funds Comments from the fund managers The stock market month of July was despite growing concern about a second virus wave characterized by positive news, largely supported by the company reports with mostly positive surprises, especially from the Swedish companies. Among the data, a better-than-expected job market stood out in the United States, where […]
Läs vidareMonthly Report June 2020
Equity Funds Comments from the fund managers The macro economic statistics reported in June indicate that the bottom is reached, although it will be some time before we are back to pre-Corona pandemic levels. In the United States, the month’s statistics included a better than expected job recovery and improved consumer confidence and increased retail […]
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