Edison issues report on VinaCapital Vietnam Opportunity Fund (VOF)

Summary by AI BETAClose X

Edison Investment Research has released a report on VinaCapital Vietnam Opportunity Fund (VOF), noting Vietnam's 7.9% GDP growth in the first nine months of 2025 and a recent equity rally. Despite this, VOF's NAV total return was 2.7% in sterling terms for the twelve months to end-November 2025, below the broader market, due to its avoidance of highly valued stocks and a $6.8m write-down in its private portfolio in FY25. However, VOF's ten-year NAV and share price total returns of 12.8% and 13.9% respectively remain broadly in line with the VN Index.

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