Ruth Core
Nordic Small Cap B

About the fund

Ruth Core Nordic Small Cap is an actively managed fund that invests in small- and micro-cap companies on the Swedish and Nordic equity markets.

The investment strategy is based on fundamental company analysis with a focus on quality, value, and sustainability. The fund’s concentrated portfolio of approximately 40 holdings consists of stable quality companies complemented by investments in emerging technologies. At least 75 percent of the capital is invested in Swedish companies, while the remainder is allocated across the other Nordic countries.

The fund has sustainable investment as its objective, and each investment undergoes a thorough 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 aligned with the UN Sustainable Development Goals.

This fund is comprehensive enough to serve as the core building block for small- and micro-cap exposure in your portfolio and aims to outperform its benchmark index, Carnegie Small Cap Net Return, over the long term.

Key Information Document (KID)