ESG - Frontier and Emerging Markets - Long Only
Fund Portrait
The Fund invests in frontier (ex GCC) and early emerging markets with a special focus on countries with large and young populations. Focus is on economies coming from a low economic base, with structural growth expected for decades, driven by the growing middle class. The investment strategy is bottom-up and uses ESG criteria. This strategy is suitable for medium/long-term investors willing to accept volatility to access the high growth potential of frontier markets.
| INVESTMENT MANAGER | Tundra Fonder AB |
|---|---|
| LINKEDIN COMPANY PAGE | Tundra Fonder AB |
| FUND | Tundra Sustainable Frontier Fund |
| TYPE STRUCTURE | UCITS IV |
| DOMICILE | Sweden |
| LAUNCH DATE | April 2, 2013 |
| DISTRIBUTOR SWITZERLAND | OpenFunds Investment Services AG (Switzerland) |
| AUDITOR | PricewaterhouseCoopers AG |
| CUSTODIAN | SEB |
| REGULATOR | The Swedish Financial Supervisory Authority (Finansinspektionen) |
| PAYING AGENT SWISS | Bank Vontobel Ltd, Zurich |
| GEOGRAPHY | Frontier Markets, ex GCC |
| TARGET RETURN | MSCI Frontier Markets ex GCC Net |
| SHARE CLASSES | Retail and institutional |
| CURRENCY | SEK, USD, EUR |
| INITIAL CHARGES | Up to 5% |
| MINIMUM SUBSCRIPTION | EUR 100,000 |
| LIQUIDITY | Daily |
| MANAGEMENT FEE | 2.50% |
| PERFORMANCE FEE | 0% |
| FUND SIZE | EUR 176.8 m |
| MANAGER TRACK RECORD | Active in the space since 2011 |
| ISIN | SE0006 789 897 (EUR) other currencies on request |
