6
Dec
2019
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – NOVEMBER 2019
THE FUND In November, the Fund fell 3.2% (SEK), compared to the benchmark Index, which went down 2.2% (SEK). Our off-benchmark bets in Financials (namely Vietinbank & Sacombank) and Real...
Read more...
6
Dec
2019
Monthly updates, News, Vietnam
MONTHLY DATA VIETNAM – NOVEMBER 2019

SEK: Monthly Data Tundra Vietnam_ENG_2019-11 EUR: Monthly Data Tundra Vietnam_EUR_2019-11 USD: Monthly Data Tundra Vietnam_USD_2019-11

Read more...
7
Nov
2019
Monthly updates, News, Vietnam
MONTHLY COMMENT VIETNAM – OCTOBER 2019
THE FUND The Fund went down 2.6% (SEK) in October compared to the benchmark index, which went down 2.3% (SEK). The market remained lackluster amid lack of triggers and uncertainty...
Read more...
7
Nov
2019
Monthly updates, News, Vietnam
MONTHLY DATA VIETNAM – OCTOBER 2019

SEK: Monthly Data Tundra Vietnam_ENG_2019-10 EUR: Monthly Data Tundra Vietnam_EUR_2019-10 USD: Monthly Data Tundra Vietnam_USD_2019-10

Read more...
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...
Read more...
9
Oct
2019
Monthly updates, News, Vietnam
MONTHLY DATA VIETNAM – SEPTEMBER 2019

SEK: Monthly Data Tundra Vietnam_ENG_2019-09 EUR: Monthly Data Tundra Vietnam_EUR_2019-09 USD: Monthly Data Tundra Vietnam_USD_2019-09

Read more...
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...
Read more...
6
Sep
2019
Monthly updates, News, Vietnam
MONTHLY DATA VIETNAM – AUGUST 2019

SEK: Monthly Data Tundra Vietnam_ENG_2019-08 EUR: Monthly Data Tundra Vietnam_EUR_2019-08 USD: Monthly Data Tundra Vietnam_USD_2019-08

Read more...
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...
Read more...
6
Aug
2019
Monthly updates, News, Vietnam
MONTHLY DATA VIETNAM – JULY 2019

SEK:  Monthly Data Tundra Vietnam_ENG_2019-07 EUR: Monthly Data Tundra Vietnam_EUR_2019-07 USD: Monthly Data Tundra Vietnam_USD_2019-07

Read more...