6
Dec
2018
Monthly data, News, Vietnam
MONTHLY DATA VIETNAM – NOVEMBER 2018

SEK: Monthly Data Tundra Vietnam_ENG_2018-11 EUR: Monthly Data Tundra Vietnam_EUR_2018-11 USD: Monthly Data Tundra Vietnam_USD_2018-11

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6
Dec
2018
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – NOVEMBER 2018

THE FUND: The fund fell 3.1% (SEK) in November compared to the benchmark index which gained 1%. The fund’s underweight in the index heavy Real Estate sector (primarily Vingroup, Vinhomes,…

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6
Nov
2018
Monthly data, News, Vietnam
MONTHLY DATA VIETNAM – OCTOBER 2018

SEK: Monthly Data Tundra Vietnam_ENG_2018-10 EUR: Monthly Data Tundra Vietnam_EUR_2018-10 USD: Monthly Data Tundra Vietnam_USD_2018-10

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6
Nov
2018
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – OCTOBER 2018

THE FUND: The fund lost 9.1% in October compared to a 7.7% decline in the benchmark index (FTSE Vietnam). Our overweight in Financials (HDBank, Saigon Securities, VNDirect Securities), Consumer Discretionary…

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4
Oct
2018
Monthly data, News, Vietnam
MONTHLY DATA VIETNAM – SEPTEMBER 2018

SEK: Monthly Data Tundra Vietnam_ENG_2018-09 EUR: Monthly Data Tundra Vietnam_EUR_2018-09 USD: Monthly Data Tundra Vietnam_USD_2018-09

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4
Oct
2018
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – SEPTEMBER 2018

THE FUND: The fund increased 4% (SEK) in September, outperforming the benchmark index which gained 0.5 % (SEK). Our overweight in Consumer Discretionary (Da Nang Rubber, Dry Cell & Storage…

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5
Sep
2018
Monthly data, News, Vietnam
MONTHLY DATA VIETNAM – AUGUST 2018

SEK: Monthly Data Tundra Vietnam_ENG_2018-08 EUR: Monthly Data Tundra Vietnam_EUR_2018-08 USD: Monthly Data Tundra Vietnam_USD_2018-08

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5
Sep
2018
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – AUGUST 2018

THE FUND: The fund increased 8.4% in August outperforming the benchmark index which gained 6.3%. The fund’s overweight in Financials, Information Technology, and Consumer Discretionary was the prime reason for…

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9
Aug
2018
Monthly data, News, Vietnam
MONTHLY DATA VIETNAM – JULY 2018

SEK: Monthly Data Tundra Vietnam_ENG_2018-07 EUR: Monthly Data Tundra Vietnam_EUR_2018-07 USD: Monthly Data Tundra Vietnam_USD_2018-07

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9
Aug
2018
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – JULY 2018

THE FUND: The fund decreased 2.98% Net (SEK) in July compared to the benchmark index which fell 1.98% Net (SEK). Our underweight in Consumer Staples (HAGL, Hoang Anh), Industrials (Hoang…

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