4
Jan
2018
Monthly updates, Vietnam
MONTHLY COMMENT VIETNAM – DECEMBER 2017
THE FUND The fund advanced 2.9% in December, compared to the benchmark index which increased 7.2%. Our natural underweight in most heavy-weight index names such as Vinamilk (VNM), Masan Group (MSN),...
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4
Jan
2018
Monthly updates, Vietnam
Monthly Data Vietnam – December 2017

SEK: Monthly Data Tundra Vietnam_ENG_2017-12 EUR: Monthly Data Tundra Vietnam_EUR_2017-12 USD: Monthly Data Tundra Vietnam_USD_2017-12

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5
Dec
2017
Monthly updates, Vietnam
MONTHLY COMMENT VIETNAM – NOVEMBER 2017
THE FUND The fund gained 12.7% Net (SEK) in November, over performing the benchmark index which increased 11.5% Net (SEK). The fund’s overweight in Financials, Information Technology and Consumer Discretionary...
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4
Dec
2017
Monthly updates, Vietnam
Monthly Data Vietnam – November 2017

SEK: Monthly Data Tundra Vietnam_ENG_2017-11 EUR: Monthly Data Tundra Vietnam_EUR_2017-11 USD: Monthly Data Tundra Vietnam_USD_2017-11

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27
Nov
2017
News, Reports, Sustainable, Vietnam
Why Index Investing in Frontier Markets is Not Always a Good Idea
FLC Faros Construction JSC (ROS) is a new blue chip stock in Vietnam with a market cap of USD 3.8bn that has run close to 1,800% since its listing debut...
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2
Nov
2017
Monthly updates, Vietnam
MONTHLY COMMENT VIETNAM – OCTOBER 2017

THE FUND The fund gained 0.5% Net during October, compared to the benchmark index which increased 7.4%. The strong price run up in FLC Faros (87% in October) is the…

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2
Nov
2017
Monthly updates, Vietnam
Monthly Data Vietnam – October 2017

SEK: Monthly Data Tundra Vietnam_ENG_2017-10 EUR: Monthly Data Tundra Vietnam_EUR_2017-10 USD: Monthly Data Tundra Vietnam_USD_2017-10

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3
Oct
2017
Monthly updates, Vietnam
Monthly Comment Vietnam – September 2017
THE FUND The fund gained 5.9% Net (SEK) during September, compared to the benchmark which increased 5.4%. Our off benchmark bets in Consumer Discretionary and bounce back in Materials (especially...
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3
Oct
2017
Monthly updates, Vietnam
Monthly Data Vietnam – September 2017

SEK: Monthly Data Tundra Vietnam_ENG_2017-09 EUR: Monthly Data Tundra Vietnam_EUR_2017-09 USD: Monthly Data Tundra Vietnam_USD_2017-09

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8
Sep
2017
Monthly updates, Vietnam
Monthly comment Vietnam – August 2017
MARKET Vietnam market performed in line with the Frontier markets in August with 1.4% gain for FTSE Vietnam Net (SEK), compared to 1.2% return of MSCI FM xGCC Net (SEK)...
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