VinaCapital Vietnam Opportunity Fund

VinaCapital Vietnam Opportunity Fund is a British investment trust dedicated to investments in capital markets, private equity, undervalued assets, privatised assets, property and private placements in Vietnam. It is managed by VinaCapital. After transferring from the Alternative Investment Market to a full listing in March 2016,^[1] the company went on to become a constituent of the FTSE 250 Index.^[2] The Chairman is Huw Evans and Khanh Vu is the Lead Portfolio Manager, assuming the role previously held by Andy Ho, who died in June 2024.^[3][4][5]

VinaCapital Vietnam Opportunity Fund

Company type	Public company
Traded as	LSE: VOF FTSE 250 component
Industry	Investment management
Founded	2003; 22 years ago (2003)
Headquarters	Ho Chi Minh City, Vietnam
Key people	Huw Evans (Chairman), Khanh Vu (Lead Portfolio Manager)
Products	investment trust
Total assets	$1,097.1 million (2024)
Website	vinacapital.com/investment-solutions/offshore-funds/vof/overview/

As of 2024^[update], VOF's net asset value was $1,097.1 million, with a market capitalization of $840.1 million.^[6]

Top Holdings

As of December 31, 2024, VOF's top ten holdings were:^[6]

Company name	Ticker	Percentage of net asset value
Asia Commercial Bank	HOSE: ACB	13.8%
FPT Corporation	HOSE: FPT	12.6%
Khang Dien House	HOSE: KDH	11.7%
Airports Corporation of Vietnam	UPCoM: ACV	7.4%
Hoa Phat Group	HOSE: HPG	7.2%
Tam Tri Hospital	Private Equity	4.5%
Phu Nhuan Jewelry	HOSE: PNJ	4.3%
Vietnam Prosperity Bank	HOSE: VPM	3.5%
IN Holdings	Private Equity	3.5%
Thu Cuc Hospital	Private Equity	3.4%