Ruth Core
Global Equities B

About the fund

Ruth Core Global Equities is an actively managed global equity fund that invests in long-term sustainable companies with strong earning potential.

The fund's management is based on a quantitative and systematic investment process where thorough analysis and effective risk control create the best conditions for solid long-term returns. Each investment decision is grounded in in-depth analysis using objective and quantitative models that have been developed over time. Risk budgeting ensures that only risks with the greatest potential to contribute to higher expected returns are taken.

The fund has sustainable investment as its objective, and each investment undergoes a rigorous sustainability analysis to ensure it contributes to environmental or social goals and does not cause significant harm. This means that each underlying investment must contribute to either an environmental or social goal based on the UN's Sustainable Development Goals.

Through a combination of thorough analysis, risk control, and adaptability, the fund builds a portfolio that not only withstands market fluctuations but also capitalizes on them when opportunities arise.

This fund is comprehensive enough to serve as the core building block for global equities in your portfolio and aims to outperform its benchmark index, MSCI World, over the long term.

Key Information Document (KID)