- Number of holdings
- 0
Ruth CoreSwedish Equities
Risk
4/7
Savings horizon
At least 5 years
Market
Sweden
Savings type
Equity
Sustainability
Focused
About the fund
Ruth Core Swedish Equities is an actively managed fund that invests in Swedish equities. The fund works excellently as a stand-alone exposure to the Swedish stock market in your portfolio.
The investment strategy is based on two parts, which together form a unique combination of sustainability, return potential and risk management. The first part is the three-dimensional sustainability model Sustainability CubeTM, which assesses companies' sustainability scores based on their greenhouse gas emissions, ESG ranking and their contribution to meeting the UN's Sustainable Development Goals. The second part of the strategy is trend-based and selects companies with the most positive price trend.
With this two-step strategy at its core, the fund aims to outperform the fund's benchmark market.
Fakta om fonden
- Fund name
- Ruth Core Swedish Equities A
- Strategy
- Swedish Equity
- Benchmark
- OMX Stockholm Benchmark GI
- NAV price
- SEK
- ISIN
- LU2744834313
- Dividend
- -
- Inception date
- 10/18/2021
- UCITS
- Yes
- Trading frequency
- Daily
- Net assets 6/30/2024
- 2 076 MSEK
- Yearly fee
- Management fee
- 0,70 %
- Performance fee
- 0,00 %
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- Basic
- Enhanced
- Focused
- Impact
Exposure to sustainability risks and opportunities
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Shows the fund's exposure to potential risks associated with environmental, social and governance aspects.
ESG Leadership Score
How well the companies in the fund are positioned to manage ESG-related risk
Measures exposure to risk and its management.
Datasource: Sustainability CubeTM score.
Read moreExclusions
Which controversial sectors the fund does not invest in.
Exkluderingar med tröskelvärden på 5 % appliceras vilket kan innebära investeringar i bolag som har upp till fem procent av den oönskade verksamheten, enligt gällande praxis.
Fonden gör ytterligare exkluderingar med högre tröskelvärden än 5 %, läs mer i vår exkluderingspolicy
Corporate governance
The companies in the fund's average proportion of independent board members.
83 %
Fund
80 %
Comparison
Datasource: MSCI
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Shows the fund's exposure to climate-related transition risks and opportunities.
Climate transition score
How well companies are positioned to address the challenges posed by climate change.
Measures, among other things, companies' carbon dioxide emissions, companies' emission reduction targets and progress towards targets.
Datasource: Sustainability CubeTM score.
Read moreClimate risk exposure
How companies are exposed to physical and transition-related climate risks.
Measures the vulnerability of companies based on, among other things, emissions, the type of activity and its geographical location.
Datasource: MSCI
Emissions
Measures the carbon intensity of the portfolio based on the ratio of the underlying company's emissions to revenues as a weighted average - WACI.
Fund
15 Tonnes CO2e
M Euro revenueComparison
23 Tonnes CO2e
M Euro revenueDatasource: MSCI
Impact of the investment
-
Shows the fund's exposure to companies that contribute to solving global challenges and impact on sustainability factors.
UN Global Goals score
How well the companies in the fund contribute to the UN Sustainable Development Goals.
Measures how well the companies' activities, revenues, products and services contribute to individual objectives.
Datasource: Sustainability CubeTM score.
Read moreMain negative consequences on sustainability *
Showcases a few of the funds actual or potential negative impact on sustainability, measured through a few criteria for social and personnel questions.
Fund Comparison Company breaches of UNGC norms
The share of companies in the fund that have breached at least one of the 10 principles set by FN Global Compact (UNGC) measured as serious breaches.
0.0% 0.0% Company breaches of OECD norms
The share of companies in the fund that have breached at least one of the principles set by OECD measured as serious breaches.
0.0% 0.0% Boardmember gender distribution
The average share of female board members for the underlying companies in the fund
40.0% 37.9% Datasource: MSCI
* In the investment process for the funds the fund company assesses selected negative consequences for sustainable development. All factors are not assessed for all funds and are not relevant for all underlying investments in the funds. Read more in the Policy for Due Diligence of the fund
The fund's sustainability figures are based on the entire portfolio. The fund's sustainability figures are compared to a portfolio consisting of 100 % OMX Stockholm Benchmark.
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Performance
- 1 day
- Month-to-date
- Year-to-date
- 1 year
- 3 year
- 5 year
Risk
- Risk
- Standard deviation 1 year
- Standard deviation 3 year
- Standard deviation 5 year
- Max drawdown
- Value at risk
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Legal documents
Portfolio managers
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Ola Brantmark
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Christoffer Johansson