9
Dec
2022
Monthly Updates, Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – NOVEMBER 2022
INFLATION, RATE HIKES, CURRENCY WEAKNESS – A TOUGH MONTH The fund rose 2.8% in USD (-2.1% in EUR) in November, underperforming our benchmark MSCI Frontier Markets ex GCC Index move...
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8
Nov
2022
News, Sustainable, Tundra in the news
Funds Europe: Sri Lanka default puts China’s Belt and Road Initiative under scrutiny
"Economic turmoil in Sri Lanka signals that China’s Belt and Road Initiative (BRI) will have to redefine its aims and create a plan that is more financially realistic. Sri Lanka...
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3
Nov
2022
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – OCTOBER 2022
THE FUND HELD UP WELL DURING A WEAK MONTH In USD the fund fell 2.2% (EUR: -3.4%) during the month, compared to MSCI FMxGCC Net TR (USD) which fell 4.5%...
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19
Oct
2022
Afrika, News, Sustainable, Tundra in the news
The Africa Report: Could China’s BRI regain momentum in Africa?
"Mathias Althoff is a Vice Chief Investment Officer and Partner at Tundra Fonder, a Stockholm-based asset manager that specialises in frontier markets. He says determining whether BRI investment in Africa...
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11
Oct
2022
Afrika, News, Sustainable, Tundra in the news
The Africa Report: Nigeria – Dangote refinery can’t make up for Buhari failures, Tundra Fonder says
"When Swedish frontier markets investor Tundra Fonder started up in 2011, Nigeria was intended to provide the fund’s largest African exposure. The record of President Muhammadu Buhari has left the...
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6
Oct
2022
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – SEPTEMBER 2022
GLOBAL CONCERNS WEIGHED ON MARKETS DURING SEPTEMBER In USD the fund fell 7.8% (EUR: -5.6%), compared to MSCI FMxGCC Net TR (USD) which fell 10.3% (EUR: -8.2%) and MSCI EM...
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4
Oct
2022
Afrika, News, Sustainable, Tundra in the news
The Africa Report: Egypt’s education, tourism can drive post-Ukraine recovery – Tundra Fonder
"A long-term Egyptian recovery in place since currency devaluation in 2016 can resume after the war between Russia and Ukraine ends, Mathias Althoff, partner at Swedish frontier markets investor Tundra...
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7
Sep
2022
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – AUGUST 2022
A STRONG COME-BACK FOR THE FUND In USD the fund rose 6.7% (EUR: +8.4%) during the month, compared to our benchmark MSCI FMxGCC Net TR (USD) which rose 2.0% (EUR:...
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5
Sep
2022
News, Sustainable
TUNDRA SUSTAINABLE FRONTIER FUND REPLACES THE SWAN WITH THE EU’S REGULATIONS FOR SUSTAINABILITY

In connection with the new EU regulation under the Sustainable Finance Disclosure Regulation (SFDR), new requirements are applied to funds’ sustainability work as of March 2021. Tundra has therefore decided…

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5
Aug
2022
Monthly Updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JULY 2022
PAKISTAN AND VIETNAM WEIGHED ON FUND PERFORMANCE DURING JULY In USD the fund fell 3.5% (EUR: -1.1%) during the month, compared to our benchmark MSCI FMxGCC Net TR (USD) which...
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