VCBF Open-ended funds

Overview

Asset Category

Hybrid fund.

Investment Objective

Total return.

Asset Allocation

VCBF-TBF invests 50% (±25%) in listed equities and 50% (±25%) in fixed income assets. The asset allocation is adjusted based on the return/risk assessment of investment opportunities

For equity, VCBF-TBF invests  mostly in large and mid-cap stocks; For fixed income, VCBF-TBF invests in Vietnamese Government bonds, municipal bonds, government-backed bonds, listed corporate bonds with high credit quality and other fixed income assets.

Investment Strategy

Buy and hold

A combination of growth investing and value investing strategies.

Investment Process

01
Market Screening
02
In-depth Company Research
03
Portfolio Construction and Stock Selection
04
Investment Execution
05
Investment Monitoring
06
Portfolio Restructuring / Divestment
 

Benchmark

The average changes of VNIndex and 10-year Vietnamese government bond yield.

Historical Performance

Submit information
to get advice

You want to invest? Please fill the form:

* All information registered is protected by VCBF

.
Thank you.
Your information are sent successfully.
We will contact you shortly.
Please waiting...

 

back to top