Ruth Core
Swedish Equities B

About the fund

Ruth Core Swedish Equities is an actively managed equity fund that invests in Swedish companies. The investments target quality companies with high long-term potential and attractive valuations.

The investment strategy combines quantitative assessment and fundamental analysis. By quantifying historical company data, the fund identifies businesses with strong quality and sustainable competitive advantages. The fundamental analysis involves a thorough evaluation of each company’s business model, growth opportunities, risks, and long-term outlook—with the aim of identifying the most attractive investment opportunities from a global perspective.

While the fund does not have sustainable investment as its objective, it promotes environmental and social characteristics by considering the impact of its underlying investments on the environment, climate, and social factors such as human rights, labor rights, gender equality, and sound governance practices.

This fund is comprehensive enough to serve as the core building block for Swedish equity exposure in your portfolio and aims to outperform its benchmark index, the SIX Portfolio Return Index, over the long term.

Key Information Document (KID)