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VinaCapital Vietnam Opportunity Fund (VOF)

Business description

VOF aims to generate capital growth over the medium to long term from investment in Vietnam but it may also have exposure to Cambodia, Laos and Southern China. The investments encompass listed and unlisted companies, debt instruments, private equity and real estate. The principal sector focus is on financial services, property investment, hospitality management and retailing.

Stock data

Market cap.US$528.4m
Last closeUS$2.50
High / Low (52 weeks)US$2.7 / US$2.2
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Investment summary

VinaCapital Vietnam Opportunity Fund (VOF) is one of the oldest and largest Vietnam specialist investment companies and is now a FTSE 250 index constituent. Investing across asset classes – listed and unlisted equity, private equity and real estate – VOF’s approach is differentiated by its focus on private deal sourcing, where its investment team has extensive experience. In sterling terms, VOF’s NAV total returns have been strong over the last three years. While lagging the Vietnamese stock market over one year, VOF’s NAV held up well during the 2018 market correction. The US-China trade dispute has weighed on market sentiment, but the manager believes that fundamentals remain strong and the current market level presents an opportunity for investors taking a medium-term view.

Last updated on 17/09/2018

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Vietnam Opportunity Fund (VOF)

Key management

Andy Ho, Investment Manager
Steven Bates, Chairman of the board

Company address

VinaCapital Investment Management Representative Office
17th floor, Sunwah Tower
115 Nguyen Hue, District 1
Ho Chi Minh City
Vietnam
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