Changes to the Prospectus Take Effect
As of today, 10 April 2026, the following changes will come into effect:
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Reclassification under SFDR
The following funds will be reclassified from Article 9 to Article 8
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- Ruth Core Global Equities
- Ruth Core Global Small Cap
- Ruth Core Nordic Small Cap
- Ruth Core Nordic Credit
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Other sustainability-related changes:
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The share of the funds’ net assets to be invested in sustainable investments, with an environmental objective in economic activities that are not considered environmentally sustainable under the EU Taxonomy, or with a social objective, will be at least 20%. Through this update, all funds will have a uniform sustainability focus and profile.
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Previous sustainability models, such as the Sustainability Cube™ for Ruth Core Global Equities and Ruth Core Global Small Cap, will be removed.
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For Ruth Core Swedish Equities, the minimum level of investments that meet the fund’s promoted characteristics will be reduced from 90% to 80%.
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- Classifications of investment objectives and adjustments to investment policies
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The investment objectives for Ruth Core Global Equities, Ruth Core Global Small Cap, Ruth Core Nordic Small Cap, Ruth Core Nordic Credit, Ruth Core Emerging Markets, Intensity Crafted by Ruth, and Comfort Crafted by Ruth will be reformulated to create greater clarity and consistency. Time references to comparison periods will be replaced by a long-term perspective.
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The minimum investment level in the main asset class will be reduced to 80% for Ruth Core Global Equities, Ruth Core Global Small Cap, Ruth Core Swedish Equities, Ruth Core Nordic Small Cap, and Ruth Core Emerging Markets.
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- New benchmark indices
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The benchmark indices will be updated for Comfort Crafted by Ruth, Expansion Crafted by Ruth, and Balance Crafted by Ruth to better reflect each fund’s investment focus.
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- Changed method for calculating global exposure
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The method for calculating global exposure will be changed from “relative VaR” to the commitment approach for Intensity Crafted by Ruth, Comfort Crafted by Ruth, Expansion Crafted by Ruth, and Balance Crafted by Ruth.
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- Trading halt in Ruth Core Global Small Cap
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From today, 10 April, until 16 April 2026 at 11:00 a.m., Ruth Core Global Small Cap will be closed to trading. The merger with Ruth Core Global Equities will be carried out on 17 April 2026.
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Please find the updated prospectus below:
Prospectus
Contacts
If you have any questions, please contact:
Rikard Andersson, CEO
rikard.andersson@ruthassetmanagement.com
Linus Bergevi, Middle Office
linus.bergevi@ruthassetmanagement.com
Nicklas Hällsten, Middle Office
nicklas.hallsten@ruthassetmanagement.com