Global Security Manager Tor Sinclair talks about the fund and how the fund's holdings went in the first quarter of 2021. With a strong start to the year, the fund was up 8.65 and 8.95 percent for the quarter. The largest positive contributions were from Flir, General Dynamics, Fortinet, Boeing and Huntington Ingalls Industries. Crowdstrike, FireEye, Leidos, Booz Allen and Science Applications International were the worst performing holdings.
Det var en bra månad för Global Security Fund som var upp 1,8 procent respektive 1,7 procent för andelsklassarna R och S.