Listed Infrastructure continued its strong performance, further outperforming global equity markets. Especially, North American portfolio companies were able to stand out. In contrast, emerging market equities, specifically Brazil, were weak. Among other factors,...
Listed Private Equity could cement the double-digit year-to-date performance. Alternative asset managers and business development companies were the best performers. The largest increase in value was achieved by holding company Investment AB Kinnevik, which published...
The Vietnam Fund gained +0.8% in April with a NAV of USD 1,841.87, bringing the return since inception to +84.2%. This represents an annualized return of +12.1% p.a. The Ho Chi Minh City VN Index in USD lost −0.2%, while the Hanoi VH Index lost −0.1% (in USD terms)....
The Asia Frontier Fund USD A-shares declined −1.9% in April 2019. The fund outperformed the AFC Frontier Asia Adjusted Index (−3.9%), but underperformed the MSCI Frontier Markets Asia Net Total Return USD Index (−1.5%), the MSCI Frontier Markets Net Total Return USD...
After the December sell-off, the first quarter of the year was favorable for the Russian market and did not disappoint investors. Great assistance for the market was provided by growing oil prices (+27%) as well as the influx of investors while the geopolitical news...
