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
February 2020: The Storm before the Norm?
Unprecedented market turmoil has dominated the headlines, led by twin “black swan” events in recent weeks – first with the continuing upheaval from the global coronavirus outbreak, followed by in early March the oil price crash prompted by the fallout between Russia and Saudi Arabia. Our macroeconomic commentary that follows provides insight into the potential impact these events may have on Vietnam’s economy and growth for the coming year; on our website we have published additional thought pieces in recent weeks. We will focus on the market, our portfolio and the implications on our investment activities….