Balance
Crafted by Ruth B

About the fund

Balance Crafted by Ruth is an actively managed multi-asset fund designed for investors seeking a comprehensive solution that includes both fixed income and equity investments. The fund is managed through a carefully selected combination of internal and external managers, each with expertise in their respective areas.

Equity exposure accounts for approximately 55% of the fund’s assets and includes both large and small companies across global and Nordic markets. The fund’s fixed income exposure consists of global fixed income securities and Nordic corporate bonds. The portfolio is further diversified through the inclusion of alternative investments.

The fund promotes environmental and social characteristics. Environmental characteristics are considered by favoring investments in companies with low carbon emissions relative to their sector peers, or those transitioning to lower-carbon business models. Social characteristics are promoted by excluding companies that do not meet international human rights standards and by favoring companies with strong performance in gender equality.

By regularly rebalancing and allocating assets, we ensure that the fund’s risk level remains consistent over time.

Key Information Document (KID)