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
The VN Index increased a robust 4.6% in March in USD terms, surpassing its all-time high and further cementing Vietnam’s position as the best performing market in the region year to date. Much of this performance can be attributed to several large cap stocks, two of which were engaged in book building to sell stakes in their major holdings.