6
Mar
2020
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – FEBRUARY 2020
THE FUND The Fund fell 5.9% during the month, compared to MSCI FMxGCC Net TR (SEK) which fell 6.1% and MSCI EM Net TR (SEK) which fell 4.3%. The largest...
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6
Mar
2020
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – FEBRUARY 2020
THE FUND The Fund fell 6.8% during the month, in line with the Fund's benchmark index MSCI Pakistan IMI Net TR (SEK) which fell 6.6%. Minor negative contributions (0.4%) were...
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11
Feb
2020
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JANUARY 2020
THE FUND The Fund rose 3.6% in January, compared to MSCI FMxGCC Net TR (SEK) which rose 3.3%. It was primarily the stock-picking in Pakistan that contributed positively. The sub-portfolio...
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11
Feb
2020
Monthly Updates, News, Pakistan
MONTHLY COMMENT PAKISTAN – JANUARY 2020
THE FUND The Fund rose 5.5% during the month, compared to MSCI Pakistan IMI Net TR (SEK), which rose 4.9%. It was a quiet month in Pakistan with relatively small...
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11
Feb
2020
Monthly Updates, News, Vietnam
MONTHLY COMMENT VIETNAM – JANUARY 2020
THE FUND The Fund fell 1.7% (SEK) in January compared to the benchmark index (FTSE Vietnam Index Total Return, SEK), which fell 1.1%. Vietnam remained positive throughout the month, but...
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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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