Expansion
Crafted by Ruth

Risk

3/7

Savings horizon

At least 5 years

Market

Global

Savings type

Multi-Asset

Sustainability

Enhanced

About the fund

Our portfolio Expansion Crafted by Ruth is created with a focus on customers who want medium risk. We understand that not everyone wants, can or has the time to build their own portfolio, so we help you on the way.

The portfolio is actively managed and when we have assembled the portfolio we have taken diversification, risk management and sustainability into account. We spread your investments across different asset classes, such as equities, bonds and other alternative investments. Through careful risk management, we can reduce risks while at the same time taking advantage of favourable market conditions.

Expansion Crafted by Ruth is thus created for customers who want to invest their money broadly and sustainably. We want you to be able to sleep well knowing that your money is being professionally managed by knowledgeable and dedicated experts who are passionate about continuously maximizing both your portfolio and your investment results.

Fakta om fonden

Fund name
Expansion Crafted By Ruth A
Strategy
Multi-Asset
Benchmark
Weighted index *
NAV price 7/22/2024
143.05 SEK
ISIN
LU2744835393
Dividend
-
Inception date
9/1/2023
UCITS
Yes
Trading frequency
Daily
Net assets 6/30/2024
2 073 MSEK
Yearly fee
1,80 %
Management fee
0,95 %
Performance fee
0,00 %

* MSCI ACWI Index Total Return 30%, "MSCI ACWI Index Total Return (currency-hedged in SEK) " 30%, SIX Portfolio Return Index 15%, Bloomberg Global Aggregate Total Return Index Hedged SEK 20%, Solactive SEK IG Credit 5%

  • Asset allocation
    Sector allocation
    Fixed income
    Equity
    Number of holdings
    593
    • Basic
    • Enhanced
    • Focused
    • Impact

    Exposure to sustainability risks and opportunities

    • 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.

      7 Comparison 7 Fund

      Datasource: Sustainability CubeTM score.
      Read more

      Exclusions

      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.

      87 %

      Fund

      77 %

      Comparison

      Datasource: MSCI

    • 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.

      6 Comparison 7 Fund

      Datasource: Sustainability CubeTM score.
      Read more

      Climate 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.

      Low High

      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

      7 Tonnes CO2e

      M Euro revenue

      Comparison

      117 Tonnes CO2e

      M Euro revenue

      Datasource: 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.

      6 Comparison 6 Fund

      Datasource: Sustainability CubeTM score.
      Read more

      Main 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

      50.0% 33.2%

      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 Fund's equity and fixed income holdings. The Fund's sustainability performance is compared to a portfolio consisting of 60 % MSCI ACWI Index, 20 % SIX Portfolio Return Index, 10 % MSCI Emerging Net Total Return SEK Index and 10 % MSCI World Small Cap Net Total Return SEK Index.

  • Performance

    1 day
    0,10 %
    Month-to-date
    1,84 %
    Year-to-date
    9,21 %
    1 year
    3 year
    5 year

    Risk

    Risk
    3
    Standard deviation 1 year
    Standard deviation 3 year
    Standard deviation 5 year
    Max drawdown
    Value at risk

Portfolio managers

  • Per Haldén

  • Shoqat Bunglawala

  • David Copsey

  • Christoffer Johansson

  • Ola Brantmark

  • Henrik Rosencrantz

  • Eric Sunnegårdh

  • Mattias Martinsson

  • Mathias Althoff