Single strategies

Our single strategies provide a focused set of building blocks for constructing an investment portfolio. Each fund has a clear, individual investment focus and can be combined to create a robust portfolio with good diversification. Our single strategies for Swedish and global equities, as well as Nordic credit, are managed by Ruth, while emerging markets and Nordic small caps are managed by two external partners. 

Core funds

Broader building blocks that can represent the full exposure to a specific market.

  • Ruth Core Emerging Markets A
    • Exposure to the potential of emerging markets.
    • The investment strategy is based on company analysis where the focus is on sustainability, growth and quality.

  • Ruth Core Global Equities A
    • A broad global equity fund with a strong and ambitious level of sustainability.
    • Sophisticated strategy based on optimization related to sustainability and risk factors.
    • Only invests in companies that are the most sustainable in their sector and region.

  • Ruth Core Nordic Small Cap A
    • Exposure to Nordic small companies with a strong and ambitious level of sustainability.
    • The investment strategy is based on company analysis where the focus is on sustainability, value and quality.
    • Has a base of stable quality companies with proven statistics, as well as some exposure towards newer technology with great potential.

  • Ruth Core Swedish Equities A
    • Invests in high‑quality Swedish growth companies.
    • Sophisticated strategy based on quantitative methods combined with fundamental analysis and controlled portfolio construction.
    • Sustainability is an important perspective in the selection of companies.

  • Ruth Core Nordic Credit A
    • Exposure to Nordic corporate bonds.
    • The investment strategy is based on company analysis where the focus is on sustainability, stable cash flows and strong owners.
    • A combination of bonds with both higher and lower credit risk.