With strong GDP growth, a stable macroeconomic environment, increasing exports, and record levels of foreign direct investment, it is easy to see why Vietnam is considered among the world’s most exciting markets. Half of the population of 95 million is under age 35, and an expanding middle class has created a compelling domestic consumption story that has attracted the attention of companies from around the globe.

VOF gives investors access to a range of carefully selected investments in the listed and private companies that are participating in, benefitting from, and driving the sustainable growth Vietnam is experiencing today.

Latest commentary from our fund manager

June: The market turns ugly as China-US trade war ramps up

With the trade war between China and the US ramping up, June proved to be a particularly ugly month for emerging markets around the globe, and Vietnam was no exception. The VN Index fell 1.8% (in USD terms) to close the month at 960.8, its lowest point of the year thus far. The fund’s net asset value (NAV) per share declined 2.2% month-on-month (m-o-m) to USD5.39.

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