- Number of holdings
- 0
RuthGlobal Change Equities
Risk
4/7
Savings horizon
At least 5 years
Market
Global
Savings type
Equity
Sustainability
Focused
About the fund
Ruth Global Change Equities is an actively managed global fund-of-funds that invests in equity funds with underlying companies that are deemed to contribute to a better world.
This fund is comprehensive enough to make up the entire savings for those with a relatively high risk preference. It can also be combined with a more defensive fund to reach a lower risk level.
The fund only invests in other funds where the asset managers share the belief that a strong focus on sustainability is the key to both changing the world and creating excess returns over time. The underlying investment strategies in the fund vary, resulting in a broad fund with a spread of risk across several regions, industries and company sizes.
Fakta om fonden
- Fund name
- Ruth Global Change Equities A
- Strategy
- Global Equity
- Benchmark
- MSCI ACWI Index Total Return
- NAV price
- SEK
- ISIN
- LU2744834669
- Dividend
- -
- Inception date
- 6/21/2016
- UCITS
- Yes
- Trading frequency
- Daily
- Net assets 6/30/2024
- 1 831 MSEK
- Yearly fee
- Management fee
- 0,75 %
- 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.
78 %
Fund
79 %
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
36 Tonnes CO2e
M Euro revenueComparison
114 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% 0.2% 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% 0.2% Boardmember gender distribution
The average share of female board members for the underlying companies in the fund
34.7% 34.3% 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 performance is compared to a portfolio consisting of 100 % MSCI ACWI Index.
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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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Per Haldén