Aug
2018
MONTHLY COMMENT PAKISTAN – JULY 2018
THE FUND: During the month, the fund fell by 1.7% as compared to the benchmark’s MSCI Pakistan Net (SEK)’s return of -0.6%. Pakistan’s broader Index almost touched a new near-term…
Aug
2018
MONTHLY COMMENT FRONTIER AFRICA – JULY 2018
THE FUND: The fund lost 6% in July, worse than the benchmark, MSCI EFM Africa ex South Africa Net Total Return Index which lost 3.8%. The fund’s large overweights in…
Jul
2018
Tundra Case: Access Bank PLC, Nigeria
This publication includes an analysis of Access Bank PLC and its sustainability efforts. Tundra invests in Access Bank through the Tundra Sustainable Frontier Fund and the Tundra Frontier Africa Fund….
Jul
2018
MONTHLY DATA VIETNAM – JUNE 2018
SEK: Monthly Data Tundra Vietnam_ENG_2018-06 EUR: Monthly Data Tundra Vietnam_EUR_2018-06 USD: Monthly Data Tundra Vietnam_USD_2018-06
Jul
2018
MONTHLY DATA SUSTAINABLE FRONTIER – JUNE 2018
SEK: Monthly Data Tundra Sustainable Frontier_ENG_2018-06 EUR: Monthly Data Tundra Sustainable Frontier_EUR_2018-06 USD: Monthly Data Tundra Sustainable Frontier_USD_2018-06
Jul
2018
MONTHLY DATA PAKISTAN – JUNE 2018
SEK: Monthly Data Tundra Pakistan_ENG_2018-06 EUR: Monthly Data Tundra Pakistan_EUR_2018-06 USD: Monthly Data Tundra Pakistan_USD_2018-06
Jul
2018
MONTHLY DATA FRONTIER AFRICA – JUNE 2018
SEK: Monthly Data Tundra Frontier Africa_ENG_2018-06 EUR: Monthly Data Tundra Frontier Africa_EUR_2018-06 USD: Monthly Data Tundra Frontier Africa_USD_2018-06
Jul
2018
MONTHLY COMMENT VIETNAM – JUNE 2018
THE FUND: The fund decreased 2.3%(SEK) in June compared to the benchmark index that increased 0.2% (SEK). Our natural underweights in Vingroup (VIC) and Vinamilk (VNM) were the key contributors…
Jul
2018
MONTHLY COMMENT SUSTAINABLE FRONTIER – JUNE 2018
THE FUND: During June, the fund dropped 0.6% while the fund’s benchmark MSCI FMxGCC Net TR (SEK) fell 4.0%. The lack of Argentinian holdings was the main reason for the…
Jul
2018
MONTHLY COMMENT PAKISTAN – JUNE 2018
THE FUND: During June, the Fund went down by 6.9%% as compared to the benchmark’s MSCI Pakistan Net (SEK) return of 5.9%. The equity market continued to experience uncertainty stemming…