Asset allocation
Sector allocation
Currency exposure
- Number of holdings
- 311
IntensityCrafted by Ruth
About the fund
Intensity Crafted by Ruth is an actively managed multi-asset fund designed for investors seeking a comprehensive solution with a maximum focus on equities. The fund is managed through a carefully selected combination of internal and external managers, each with expertise in their respective areas.
The fund’s assets are invested in equities, including both large and small companies across global and Nordic markets. The investments may be complemented by alternative assets to further enhance diversification.
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.
Fakta om fonden
- Fund name
- Intensity Crafted By Ruth A
- Strategy
- Multi-Asset
- Benchmark
- Weighted index *
- NAV price 6/13/2025
- 413.30 SEK
- ISIN
- LU2744835047
- Dividend
- -
- Inception date
- 7/1/2024
- UCITS
- Yes
- Sustainability (SFDR)
- Article 8
- Trading frequency
- Daily
- Net assets 5/31/2025
- 21 045 MSEK
- Management fee
- 1,05 %
- Ongoing charges
- 2,10 %
- Performance fee
- 0,00 %
* MSCI ACWI Index Total Return 80%, SIX Portfolio Return Index 20%
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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.
The fund applies additional exclusions with thresholds higher than 5%. Read more in our Responsible Investment Policy.
Corporate governance
The companies in the fund's average proportion of independent board members.
80 %
Fund
77 %
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
35 Tonnes CO2e
M Euro revenueComparison
103 Tonnes CO2e
M Euro revenueDatasource: MSCI
Impact of the investment
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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.
0.1% 0.2% Boardmember gender distribution
The average share of female board members for the underlying companies in the fund
36.1% 33.8% 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
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Performance
- 1 day
- −0,10 %
- Month-to-date
- 0,33 %
- Year-to-date
- −5,75 %
- 1 year
- 0,04 %
- 3 year
- 27,12 %
- 5 year
- 67,50 %
Risk
- Risk
- 4
- Standard deviation 1 year
- 15,63 %
- Standard deviation 3 year
- 13,17 %
- Standard deviation 5 year
- 12,53 %
- Max drawdown
- 33,30 %
- Value at risk
- 8,46 %
The fund was launched on July 1, 2024, and is in effect a continuation of the merging fund Intensity Crafted by Ruth (SE0002278770). The receiving fund and the merging fund had similar investment objectives and policies, and they were managed by the same investment team. Since the merger did not impact the fund's performance, the historical data prior to July 1, 2024, is reported for the merging fund, Intensity Crafted by Ruth (SE0002278770).
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Legal documents
Portfolio managers
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Per Haldén
CIO
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Shoqat Bunglawala
SAA/TAA
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David Copsey
SAA/TAA
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Christoffer Johansson
Global equities
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Ola Brantmark
Swedish equities
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David Bergström
Swedish equities
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Henrik Rosencrantz
Nordic credit
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Mattias Martinsson
Emerging markets equities
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Mathias Althoff
Emerging markets equities