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SE Category: Global Security Fund
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Monthly newsletter October 2021
Read more: Monthly newsletter October 2021A strong reporting season has contributed to the positive price development on the stock market and the Global Security Fund, which were up 1.54 percent and 1.50 percent respectively...
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Monthly newsletter September 2021
Read more: Monthly newsletter September 2021The stock market was somewhat weaker in September, which affected the Global Security Fund, which was down 1.47 percent and 1.45 percent respectively for share classes R and...
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August – strong month for the Global Security Fund
Read more: August – strong month for the Global Security FundAfter almost twenty years of occupation, NATO and its allies withdrew from Afghanistan. It is a historically significant security event and will have…
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July: Strong month for Global Security Fund – cyber security companies benefit from increased investment focus
Read more: July: Strong month for Global Security Fund – cyber security companies benefit from increased investment focusIt was a strong month for the Global Security Fund, which was up 3.3 percent and 3.4 percent respectively for share classes R and S. Cyber security companies…
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The Kaseya attack the tip of an iceberg
Read more: Kaseya attack the tip of an icebergFortinet and Crowdstrike are among the five largest holdings in the global equity fund Global Security Fund and two companies whose products may have…
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June: Strong month for Global Security Fund – cyber security sector performs best
Read more: June: Strong month for Global Security Fund – cyber security sector performs bestIt was a strong month for the Global Security Fund, which was up 3.1 percent and 3.2 percent respectively for the R and S share classes. Again…
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Investments in security, space and cyber
Read more: Investments in security, space and cyberOn June 15th, we held a live webinar on the topic of security, space and cyber security as investments. Tor Sinclair went through what drives…
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May: Another strong month for the Global Security Fund
Read more: May: Another strong month for the Global Security FundIt was a good month for the Global Security Fund, which was up 1.7 percent and 1.6 percent respectively for the R and S share classes. The…
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The beginning of the rotation towards value stocks? There is reason to believe in a rising inflationary trend
Read more: The beginning of the rotation towards value stocks? There is reason to believe in a rising inflationary trendCentral banks have been confident that signs of rising inflation will be transitory, but inflation figures from the past week cast doubt on that claim.…
