Asset allocation
Sector allocation
Currency exposure
- Number of holdings
- 245
Risk
4/7
Savings horizon
At least 5 years
Sustainability
8/9
Market
Global
Savings type
Multi-Asset
Our portfolio Intensity Crafted by Ruth is created with a focus on customers who want medium high 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. Through careful risk management, we can reduce risks while at the same time taking advantage of favourable market conditions.
Intensity 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.
* MSCI ACWI Index Total Return 80%, SIX Portfolio Return Index 20%
Exposure to sustainability risks and opportunities
Shows the fund's exposure to potential risks associated with environmental, social and governance aspects.
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 more
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
The companies in the fund's average proportion of independent board members.
80 %
Fund
77 %
Comparison
Datasource: MSCI
Shows the fund's exposure to climate-related transition risks and opportunities.
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 more
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
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
63 Tonnes CO2e
M Euro revenueComparison
116 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.
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 more
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 |
36.0% | 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
CIO
SAA/TAA
SAA/TAA
Global equities
Swedish equities
Swedish equities
Nordic credit
Nordic credit
Emerging markets equities
Emerging markets equities