Monthly 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 […]
Läs vidareSimplicity High Yield – New fund launching on August 14th
On August 14th, 2020 we launch our next fixed income fund – Simplicity High Yield. The fund will primarily focus on investments in bonds issued by companies from the Nordic region. The companies in which the fund invests will have slightly lower credit ratings compared to the majority of companies in which our current fixed […]
Läs vidareMonthly Report May 2020
Equity Funds Comments from the fund managers The spring sun warmed the stock markets considerably during May as more and more countries began to ease restrictions in connection with the pandemic. For example, Germany decided to lift parts of the travel restrictions this summer, which contributed to rising prices for shares related to tourism and […]
Läs vidarePostponement of trading in funds shares
On March 20, Simplicity has decided to postpone trading of shares in all funds that invest in corporate bonds. The reason for the decision is that the spread of Covid 19 – the new corona virus – has created extreme uncertainty and volatility in financial markets and the pricing of corporate bonds is currently uncertain. […]
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