Ruth Core
Global Small Cap B

About the fund

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

The fund is managed through a quantitative and systematic investment process, where thorough analysis and effective risk control create the best conditions for strong long-term returns. Each investment decision is based on in-depth analysis using objective and quantitative models developed over time. Risk budgeting ensures that only those risks with the greatest potential to enhance 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 objective based on the UN Sustainable Development Goals.

By combining careful analysis, risk control, and adaptability, the fund builds a portfolio that not only withstands market volatility but also takes advantage of it when opportunities arise.

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

Key Information Document (KID)