Our funds
Eleven funds covering markets in over 40 countries worldwide.
We manage seven equity funds with geographical focus on the nordic markets. Our first equity fund, Simplicity Norden, was launched in 2002 when Simplicity was founded. In recent years we have broadened the offering with additions for our clients seeking global equity exposures through Simplicity Småbolag Global. For exposure to Swedish equities, we offer both a traditional Swedish fund and an exciting version that focuses on Swedish small cap companies. On December 11th 2020 we launched a dedicated real estate equity fund, Simplicity Fastigheter. The fund is co-managed by our equity team and fixed income team, which makes the fund quite unique. In may 2022 we started our first dark green fund (article 9) under the EU Substainable Finance Disclosure Regulation (SFDR).
Our four fixed income funds vary in focus from short-term SEK denominated interest bearing securities through Simplicity Likviditet to bonds issued by global companies through Simplicity Global Corporate Bond. Our Nordic DNA is also found among the fixed income funds through Simplicity Företagsobligationer.
Regardless of which fund you choose to invest in, our motto will always be present: High risk-adjusted returns before high risky returns.
Fixed Income Funds
Our fixed income fund offering consist of one money market fund, Simplicity Likviditet, and three corporate bond funds, Simplicity Företagsobligationer, Simplicity Global Corporate Bond and Simplicity High Yield. Our strategy for our corporate bond funds is to combine macroeconomic forecasts and extensive bottom-up credit analysis, including a comprehensive risk assessment, in order to actively identify investment opportunities and seek to generate attractive, risk-adjusted returns.
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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
All of our equity funds at Simplicity share the same investment strategy, whilst all being individually managed at the same time. Our model based strategy consists of a multitude of different models continually scanning all the major global markets. The end goal is to find well-managed companies at attractive valuations. This strategy has kept our first fund, Simplicity Norden, highly ranked among its peers and well above its benchmark index over 20 years.
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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.