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Stick with Vietnam Opportunity for further strong returns

VinaCapital Vietnam Opportunity Fund (VOF) 362p

Gain to date: 28.4%

Original entry point: Buy at 282p, 30 March 2017

Our adventurous ‘buy’ call on VinaCapital Vietnam Opportunity Fund (VOF) has paid off. A share price surge has taken the fund into the ranks of the FTSE 250 and our trade is 28.4% in the money.

The rise and rise of VinaCapital-managed ‘VOF’, which focuses on the booming South East Asian economy, reflects its strong performance.

Recent investments include Ba Huan JSC, Vietnam’s largest poultry company, as well as HDBank, one of the country’s fastest growing retail banks.

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