13
Jan
2020
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – DECEMBER 2019
THE FUND In December, the Fund fell 2.7% compared to MSCI FMxGCC Net TR (SEK), which fell 0.7% and MSCI EM Net TR (SEK), which rose 5.4%. We lost about...
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13
Jan
2020
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – DECEMBER 2019
THE FUND The Fund rose 2.5% during the last month of the year, compared to MSCI Pakistan IMI Net TR (SEK) which rose 1.9%. The largest contribution (0.4%) was received...
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13
Jan
2020
Monthly Updates, News, Vietnam
MONTHLY COMMENT VIETNAM – DECEMBER 2019
THE FUND The Fund rose 7.8% (SEK) in 2019 compared to the benchmark which rose 12% (SEK). A majority of the negative attributions came from the Real Estate sector where...
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6
Dec
2019
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – NOVEMBER 2019
THE FUND The Fund rose 6.8% in November, compared to MSCI FMxGCC Net TR (SEK), which fell 1.4% and MSCI EM Net TR (SEK), which fell 1.2%. About half of...
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6
Dec
2019
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – NOVEMBER 2019
THE FUND The Fund rose 16.6% during the month, compared to the Fund's benchmark index MSCI Pakistan IMI Net TR (SEK), which rose 14.1%. Good stock selection was the main...
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6
Dec
2019
Monthly Updates, News, Vietnam
MONTHLY COMMENT VIETNAM – NOVEMBER 2019
THE FUND In November, the Fund fell 3.2% (SEK), compared to the benchmark Index, which went down 2.2% (SEK). Our off-benchmark bets in Financials (namely Vietinbank & Sacombank) and Real...
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7
Nov
2019
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – OCTOBER 2019
THE FUND The Fund fell 0.1% during the month, which was better than MSCI FMxGCC Net TR (SEK) which fell 1.1%. Our overweights and stock selection in Pakistan and Sri...
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7
Nov
2019
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – OCTOBER 2019
THE FUND The Fund rose 4.4% in October, less than the benchmark index MSCI Pakistan IMI Net TR (SEK) which rose 4.7%. Our off-benchmark bets in Materials, Information technology, and...
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7
Nov
2019
Monthly Updates, News, Vietnam
MONTHLY COMMENT VIETNAM – OCTOBER 2019
THE FUND The Fund went down 2.6% (SEK) in October compared to the benchmark index, which went down 2.3% (SEK). The market remained lackluster amid lack of triggers and uncertainty...
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9
Oct
2019
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – SEPTEMBER 2019
THE FUND The fund fell 0.4% in September, compared to MSCI FMxGCC Net TR (SEK), which rose 0.4%. Negative contributions accrued from Egypt (0.8%) in connection with the temporary political...
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