Dec
2018
MONTHLY COMMENT VIETNAM – NOVEMBER 2018
THE FUND: The fund fell 3.1% (SEK) in November compared to the benchmark index which gained 1%. The fund’s underweight in the index heavy Real Estate sector (primarily Vingroup, Vinhomes,…
Nov
2018
MONTHLY DATA VIETNAM – OCTOBER 2018
SEK: Monthly Data Tundra Vietnam_ENG_2018-10 EUR: Monthly Data Tundra Vietnam_EUR_2018-10 USD: Monthly Data Tundra Vietnam_USD_2018-10
Nov
2018
MONTHLY COMMENT VIETNAM – OCTOBER 2018
THE FUND: The fund lost 9.1% in October compared to a 7.7% decline in the benchmark index (FTSE Vietnam). Our overweight in Financials (HDBank, Saigon Securities, VNDirect Securities), Consumer Discretionary…
Oct
2018
MONTHLY DATA VIETNAM – SEPTEMBER 2018
SEK: Monthly Data Tundra Vietnam_ENG_2018-09 EUR: Monthly Data Tundra Vietnam_EUR_2018-09 USD: Monthly Data Tundra Vietnam_USD_2018-09
Oct
2018
MONTHLY COMMENT VIETNAM – SEPTEMBER 2018
THE FUND: The fund increased 4% (SEK) in September, outperforming the benchmark index which gained 0.5 % (SEK). Our overweight in Consumer Discretionary (Da Nang Rubber, Dry Cell & Storage…
Sep
2018
MONTHLY DATA VIETNAM – AUGUST 2018
SEK: Monthly Data Tundra Vietnam_ENG_2018-08 EUR: Monthly Data Tundra Vietnam_EUR_2018-08 USD: Monthly Data Tundra Vietnam_USD_2018-08
Sep
2018
MONTHLY COMMENT VIETNAM – AUGUST 2018
THE FUND: The fund increased 8.4% in August outperforming the benchmark index which gained 6.3%. The fund’s overweight in Financials, Information Technology, and Consumer Discretionary was the prime reason for…
Aug
2018
MONTHLY DATA VIETNAM – JULY 2018
SEK: Monthly Data Tundra Vietnam_ENG_2018-07 EUR: Monthly Data Tundra Vietnam_EUR_2018-07 USD: Monthly Data Tundra Vietnam_USD_2018-07
Aug
2018
MONTHLY COMMENT VIETNAM – JULY 2018
THE FUND: The fund decreased 2.98% Net (SEK) in July compared to the benchmark index which fell 1.98% Net (SEK). Our underweight in Consumer Staples (HAGL, Hoang Anh), Industrials (Hoang…
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