Overview

Open-ended funds

Balanced open-ended fund

Investment Objective

Long-term growth derived from stock price appreciation and income from dividends and interest.

Asset Allocation

50% +/- 25% allocated to stocks listed on HOSE, HNX, and UPCOM, mainly large and mid-cap stocks, and 50% +/- 25% allocated to fixed income assets (deposits, certificates of deposit, government bonds, government-guaranteed bonds, local government bonds, corporate bonds with good credit quality).

The allocation changes depending on investment opportunities and the investment team's assessment of the risks and returns of those opportunities.

Investment Strategy

Buy and hold

A combination of growth investing and value investing strategies.

Our Equity 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

Average changes of VNIndex and 10-year Vietnamese government bond yields.

Fund Performance Over the Years

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