- Advertisement -
- Advertisement -

Related

FMG lanserar Mongolia Fund

Report: Alternative Fixed Income

- Advertisement -

Stockholm (HedgeFonder.nu) – FMG, specialist på tillväxtmarknadsinvesteringar, har lanserat en ny fond med fokus på Mongoliet – världens snabbast växande ekonomi.

De flesta bedömare rankar Mongoliet som den snabbast växande ekonomin de kommande åren.  Den har enorm potential och drivs av stora naturtillgångar som dessutom gynnas av att finnas alldeles intill den största konsumenten av dem alla, Kina.

 Fonden har huvudsakligen exponering mot lokalt listade mongoliska bolag (MSE).  Fonden investerar i 10-20 aktier, företrädelsevis de med störst omsättning. De viktigaste sektorerna den mongoliska ekonomin är gruv-, konsument- och konstruktion.  Landet anses ha världens största fyndigheter av kol, koppar, guld, uran och järn.

Sektorallokering: Finans 4%, Fastigheter 5%, Entreprenad 10%, Konsument 39%, Gruvindustri  42%.
De fem största innehaven är  APU, Remicon, Sharyn Gol, Tavan Tolgoi, Talkh Chikher.

London Stock Exchange (LSE) har anlitats för att bistå i uppgraderingen av den mongoliska börsen, som kommer att få samma standard som London inom tre år. LSE räknar med att MSE kommer att öka från ca USD3bn till USD45bn inom 10 år.

Bild: (C) shutterstock—Zadorozhnyi

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

HedgeNordic Editorial Team
HedgeNordic Editorial Team
This article was written, or published, by a member of the HedgeNordic editorial team.

Latest Articles

Industriens Pension Appoints Marselis CIO as Head of Real Assets

Industriens Pension has named Peter Mikkelsen as its new Head of Real Assets. Mikkelsen, who has served as co-owner and Chief Investment Officer at...

Inflation, Not Trump, Should be the Real Concern

After delivering a passionate speech at Carmignac’s annual investor and media event – earning a hug from founder Edouard Carmignac – Head of Cross...

Atlant Fonder Strengthens Credit Expertise

Hedge fund boutique Atlant Fonder has strengthened its portfolio management team with the appointment of Carl Johan Lagercrantz as a fixed-income portfolio manager. Lagercrantz...

Danske Bank AM Expands Quant Offering

Stockholm (HedgeNordic) – Danske Bank Asset Management’s Quant & Overlay team, known for managing several quant-focused hedge funds, has announced the launch of a...

Laura Wickström Refines Diversification Strategy at Veritas

In late 2024, Laura Wickström concluded her first annual planning cycle as Chief Investment Officer at Veritas Pension Insurance Company, which shaped the investment...

LGT CP Appoints Ingrid Albinsson to Advisory Board

Stockholm (HedgeNordic) – LGT Capital Partners, a global specialist in alternative investing, has announced the appointment of Ingrid Albinsson, the former Deputy CEO and...

Allocator Interviews

In-Depth: Megatrends

Voices

Request for Proposal

- Advertisement -