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MONTHLY COMMENT SUSTAINABLE FRONTIER - AUGUST 2025
POSITIVE MONTH WITH VIETNAM WEIGHING ON RELATIVE PERFORMANCE In USD the fund rose 3.0% during the month (EUR: +0.7%), compared with MSCI...
Sep 910 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – JULY 2025
STRONG MONTH DRIVEN BY KEY HOLDINGS IN PAKISTAN AND BANGLADESH In USD the fund rose by 8.2% during the month (EUR: +11.0%), compared to...
Aug 73 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – JUNE 2025
STEADY GAINS IN JUNE In In USD the fund rose by 3.9% (EUR: +0.4%) during the month, compared with a gain of 5.7% for the MSCI FMxGCC Net...
Jul 83 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – MAY 2025
FOREIGN INVESTORS RETURN TO EMERGING AND FRONTIER MARKETS In USD the fund rose by 4.8% (EUR: +5.2%) during the month, compared to a 6.6%...
Jun 105 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – APRIL 2025
SELECTIVE STRENGTH AMID GLOBAL NOISE During what can only be described as an eventful month, the fund declined by 1.4% in USD (EUR:...
May 96 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – MARCH 2025
WEAK PERFORMANCE IN MARCH In USD the fund declined by 1.5% in March (EUR: -5.2%), compared with a 3.4% rise for the MSCI FMxGCC Net TR...
Apr 47 min read


Frontier Markets: Signs of Recovery
In an interview with HedgeNordic, our Chief Investment Officer Mattias Martinsson discusses the outlook for frontier markets. After a...
Mar 181 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – FEBRUARY 2025
CONTINUED CONSOLIDATION IN FEBRUARY The consolidation we saw in January continued into February. In USD the fund fell by 0.8% (EUR:...
Mar 78 min read


Mattias Martinsson on Pakistan & Counting
Our Chief Investment Officer, Mattias Martinsson, joins the first expert-led episode of Pakistan & Counting . In conversation with Junaid...
Feb 131 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – JANUARY 2025
BREATHER AFTER SEVERAL STRONG MONTHS In USD the fund declined by 0.9% (EUR: -0.5%) in January, compared to the MSCI FMxGCC Net TR (USD),...
Feb 75 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – DECEMBER 2024
STRONG FINISH TO THE YEAR In USD the fund increased by 3.9% (EUR: +5.4%) in December, compared to the MSCI FMxGCC Net TR (USD) index,...
Jan 107 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – NOVEMBER 2024
PAKISTAN LEADS THE WAY IN NOVEMBER In November, the fund gained 2.3% in USD terms (EUR: +5.2%), outperforming the MSCI FMxGCC Net TR...
Dec 11, 20245 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – OCTOBER 2024
FRONTIER MARKETS SHINE IN OCTOBER In USD, the fund rose 1.8% during October (EUR:+4.8%), compared to the MSCI FMxGCC Net TR (USD), which...
Nov 7, 20243 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – SEPTEMBER 2024
A MONTH OF CONSOLIDATION In USD, the fund fell 0.2% (EUR: -1.1%) during September compared to the MSCI FMxGCC Net TR (USD), which rose...
Oct 10, 20249 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – AUGUST 2024
GOOD STOCK SELECTION HELPED THE FUND IN AUGUST In USD, the fund rose 4.4% (EUR: +2.2%) during the month of August compared to MSCI FMxGCC...
Sep 6, 20245 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – JULY 2024
POSITIVE MONTH IN WHICH PAKISTAN AND VIETNAM LED THE WAY In USD, the fund rose 2.1% during the month of July (EUR: +0.8%) compared to the...
Aug 7, 20245 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – JUNE 2024
EGYPT AND VIETNAM LEAD THE WAY In USD, the fund rose 1.8% (EUR: +3.4%) during the month of June compared to the MSCI FMxGCC Net TR (USD),...
Jul 5, 20245 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – MAY 2024
VIETNAM AND PAKISTAN LED THE WAY DURING MAY In USD, the fund rose 6.0% (EUR: +4.4%) during the month of May, compared to MSCI FMxGCC Net...
Jun 5, 20245 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – APRIL 2024
A MONTH OF CONSOLIDATION In USD, the fund fell 3.8% (EUR: -2.8%) during the month compared to MSCI FMxGCC Net TR (USD), which fell 3.5%...
May 7, 20246 min read


MONTHLY COMMENT SUSTAINABLE FRONTIER – MARCH 2024
DAWN IN FRONTIER MARKETS In USD, the fund rose 3.3% (EUR: +3.6%) compared to MSCI FMxGCC Net TR (USD), which rose 4.2% (EUR: +4.6%), and...
Apr 5, 20246 min read
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