Simplicity

Asset management since 2002

Welcome to Simplicity

Simplicity has been an authorized fund management company by the Swedish Financial Supervisory Authority since 2002 and actively manages 32 billion SEK.

With offices in Varberg, Stockholm, Gothenburg, and Palma, Simplicity offers asset management, advisory services, and investment management for institutional clients, companies, and individuals.

Additionally, we can provide tailored solutions for foundations and other organizations.

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.

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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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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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).

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Sverige

After several successful years managing Simplicity Norden we launched Simplicity Sverige, which only invests in stocks listed on the Stockholm Stock Exchange.

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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”.

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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.

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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.