SUSTAINABLE FRONTIER

Tundra Sustainable Frontier Fund invests in emerging and frontier markets, with a particular focus on low-income and lower-middle-income countries such as Vietnam, Pakistan, Egypt, Sri Lanka, and Indonesia. These are countries where development is driven by a young population with increased opportunities for education, better working conditions, and a higher standard of living. Our vision is to create good financial returns and planetary relief through long-term sustainable investments.

Low-income and lower-middle-income countries today make up 50% of the world’s population. According to the UN’s population forecasts, in 50 years they will make up nearly two-thirds. Today, their per capita emissions are about 1/10 of the world’s richest countries. Everyone understands that our earth cannot afford a scenario where their emissions reach the level that the world’s richest countries are showing today. Creating financial returns through sustainable business models will therefore be an absolute necessity to become a successful and profitable company. It is these companies we are trying to find to generate financial returns for our unitholders. We call it investing for the future. To work towards our vision, we primarily start from the 17 global goals (SDGs) within the framework of Agenda 2030 meaning that the fund selects companies that have a positive impact on the society in which they operate. Tundra’s absolute focus is to help our portfolio companies with their integration into the world economy and make them more attractive to foreign investors. We believe this approach is beneficial both to our unitholders, the societies in which we invest, and the world at large. Read more about Tundra’s sustainability work under Sustainability and Sustainability-related disclosures.

6
Sep
2024
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – AUGUST 2024
GOOD STOCK SELECTION HELPED THE FUND IN AUGUST In USD, the fund rose 4.4% (EUR: +2.2%) during the month of August compared to MSCI FMxGCC Net TR (USD), which rose...
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7
Aug
2024
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JULY 2024
POSITIVE MONTH IN WHICH PAKISTAN AND VIETNAM LED THE WAY In USD, the fund rose 2.1% during the month of July (EUR: +0.8%) compared to the MSCI FMxGCC Net TR...
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5
Jul
2024
Monthly updates, News, Sustainable
MONTHLY COMMENT SUSTAINABLE FRONTIER – JUNE 2024
EGYPT AND VIETNAM LEAD THE WAY In USD, the fund rose 1.8% (EUR: +3.4%) during the month of June compared to the MSCI FMxGCC Net TR (USD), which rose 0.1%...
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Fund Nav Currency 1D % 3M % YTD % 1Y % 3Y % START Date
Tundra Sustainable A 333.13 SEK 2.0 14.8 35.0 34.2 17.9 233.1 20 Dec 2024
Tundra Sustainable C 28.97 EUR 1.7 13.9 30.8 29.7 5.9 130.1 20 Dec 2024
Tundra Sustainable D 29.09 USD 1.7 5.9 22.5 22.3 -2.6 53.8 20 Dec 2024
Tundra Sustainable E 346.98 NOK 2.4 15.0 38.8 36.3 25.0 121.4 20 Dec 2024
Tundra Sustainable F 28.97 EUR 1.7 13.9 30.8 29.7 6.0 85.1 20 Dec 2024

Risk information

Capital invested in a fund may either increase or decrease in value and it is not certain that you will be able to recover all of your investment. Historical return is no guarantee of future return.

The Full Prospectus, KIID etc. can be found at Buy/Sell and the Annual and semi-annual reports can be found at Annual Reports. You can also contact us to receive the documents free of charge. Please contact us if you require any further information:+46 8-55 11 45 70.

FACTS

Launch date: 2 Apr 2013 (Class A)
Management fee (ann): 2.5%
Entry fee/Exit fee: 0%/0%
Risk level: see KIID for details
Manager: Mattias Martinsson & Mathias Althoff
Benchmark index: MSCI Frontier Markets x GCC Net Total Return Index
Bank account: SEB 5851-1078355
ISIN: SE0004211282
PPM: 861229

PORTFOLIO MANAGERS

Mattias Martinsson
mattias.martinsson@tundrafonder.se
Lead Portfolio Manager

Mathias Althoff
mathias.althoff@tundrafonder.se
Portfolio Manager

The Full Prospectus, KIID etc. are available here. You can also contact us to receive the documents free of charge.

Please contact us if you require any further information:+46 8-55 11 45 70

Disclosure of notification regarding the marketing of shares in Tundra Sustainable Frontier Fund in another EEA country, click here.