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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9
Oct
2019
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – SEPTEMBER 2019
THE FUND The fund rose 0.7% in September, which was significantly less than the benchmark index MSCI Pakistan IMI Net TR (SEK), which rose 8.1%. Our underweights in the energy...
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6
Sep
2019
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – AUGUST 2019
THE FUND The fund rose 2.4% in August, compared to MSCI FMxGCC Net TR (SEK), which rose 1.5%. The largest relative contribution accrued from our allocation in Egypt (1.5%), stock...
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6
Sep
2019
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – AUGUST 2019
THE FUND The fund fell 1.2% during the month, compared to the MSCI Pakistan IMI Net TR (SEK) benchmark index, which fell 3.4%. In August, the main positive contribution accrued...
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