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, Vietnam
MONTHLY COMMENT VIETNAM – SEPTEMBER 2019
THE FUND The fund rose 1.6% (SEK) in September compared to the benchmark, which rose 1.4% (SEK). The fund’s overweight in Financials (SSI Securities, Military Bank, VietinBank, VNDirect), Information Technology...
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9
Oct
2019
Africa, Monthly updates, News
MONTHLY COMMENT FRONTIER AFRICA – SEPTEMBER 2019
THE FUND The fund rose 0.6% in September, better than the benchmark index MSCI EFM Africa ex South Africa Net Total Return Index, which rose 0.1%. So far this year,...
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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, Vietnam
MONTHLY COMMENT VIETNAM – AUGUST 2019
THE FUND The fund rose 3% (SEK) in August, compared to the benchmark rising 1.4%. The fund’s off-benchmark bets in Consumer Discretionary (Danang Rubber, Phu Nhuan Jewelry), Information Technology (FPT...
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6
Sep
2019
Africa, Monthly updates, News
MONTHLY COMMENT FRONTIER AFRICA – AUGUST 2019
THE FUND The fund rose 1.6% in August, worse than the benchmark index MSCI EFM Africa ex South Africa Net Total Return Index, which rose 4.6%. So far this year,...
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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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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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