6
Aug
2019
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JULY 2019
THE FUND The fund rose 2.1% in July, compared to the fund's benchmark index MSCI FMxGCC Net TR (SEK), which rose 3.5%. The fund's underperformance was primarily due to the...
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6
Aug
2019
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – JULY 2019
THE FUND The fund rose 4.7% in July, compared to the fund’s benchmark FTSE Vietnam TR (SEK), which rose 6.7%. Negative contributions accrued from our underweight in Vingroup. Rumors of...
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6
Aug
2019
Africa, Monthly updates, News
MONTHLY COMMENT FRONTIER AFRICA – JULY 2019
THE FUND The fund fell 1.9% in July, worse than the benchmark index MSCI EFM Africa ex South Africa Net Total Return Index, which rose 1.1%. So far this year,...
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6
Aug
2019
Monthly updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – JULY 2019
THE FUND The fund fell 7% in July, compared to the benchmark index which fell 0.1%. About half of the underperformance could be attributed to our exposure to cyclical equities...
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4
Jul
2019
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JUNE 2019
THE FUND The fund fell 5.3% in June, compared to MSCI FMxGCC Net TR (SEK), which fell 0.3% and MSCI EM Net TR (SEK), which rose 3.5%. About 2.5% of...
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4
Jul
2019
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – JUNE 2019
THE FUND The fund fell 3.6% in June, outperforming the benchmark Index, which dropped 4% during the month. Our underweight in Real Estate (Vinhomes, Vingroup, Novaland) contributed positively to the...
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4
Jul
2019
Africa, Monthly updates, News
MONTHLY COMMENT FRONTIER AFRICA – JUNE 2019
THE FUND The fund fell 1.9% in June, worse than the benchmark index MSCI EFM Africa ex South Africa Net Total Return Index, which fell 0.3%. So far this year,...
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4
Jul
2019
Monthly updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – JUNE 2019
THE FUND The fund fell 12.9% in June, compared to MSCI Pakistan IMI Net TR (SEK), which fell 14.9%. The rupee’s depreciation versus the USD of around 10% was the...
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5
Jun
2019
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – MAY 2019
THE FUND The Fund fell 1.8% (SEK) in May, outperforming the benchmark index, which fell 2.3% (SEK). Positive contributions accrued from our underweight in Real Estate (mainly Vingroup stocks), Consumer...
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5
Jun
2019
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – MAY 2019
THE FUND The Fund fell 3.2% during the month, compared to our primary benchmark index MSCI FMxGCC Net TR (SEK), which rose 2.0% and MSCI EM Net TR (SEK), which...
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