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), highlighting a 12-month NAV total return in sterling terms of 5.4% to end-February 2026, with five- and 10-year annualised returns at 7.5% and 12.2% respectively. The report notes that VOF's manager has improved private deal origination, securing rights to four privately negotiated and pre-IPO investments valued at over $70 million in the six months to end-2025, which have positively impacted returns as of end-March 2026. Additionally, VOF has made progress in restructuring private investments affected by the 2022 property crisis.

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Edison Investment Research Limited
Edison issues report on VinaCapital Vietnam Opportunity Fund (VOF)

02-Apr-2026 / 12:43 GMT/BST
The issuer is solely responsible for the content of this announcement.


 

London, UK, 2 April 2026

 

Edison issues report on VinaCapital Vietnam Opportunity Fund (VOF)

Edison issues report on VinaCapital Vietnam Opportunity Fund (LSE: VOF)

VinaCapital Vietnam Opportunity Fund (VOF) posted a 12-month NAV total return (TR) in sterling terms to end-February 2026 of 5.4%, bringing its annualised five- and 10-year returns to 7.5% and 12.2%, respectively. The VN Index’s return of 33.8% in the 12 months to end-February 2026 remains distorted by the exceptionally strong return of stocks related to the Vingroup conglomerate. VOF’s manager highlights that recent team changes led to improved private deal origination, allowing VOF to secure rights to four privately negotiated deals and pre-IPO investments (worth over $70m) in the six months to end-2025, all of which have added to returns as of end-March 2026. VOF also made progress in restructuring some of its private investments that defaulted amid the 2022 property crisis.

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