FUND INFORMATION
Fund Name
Phu Hung Vietnam Select Investment Fund
Fund Type
Open-ended fund
Investment Objectives
The Fund’s investment objective is to obtain stable asset appreciation for the Investors in the medium and long term. Most of the Fund’s investment will be focused on securities currently and to be listed on the Vietnamese stock market.
Investment Strategy
The Fund will allocate assets into two types of position.
1) Long-term core holdings: We seek to invest in companies with long-term sustainable competitive advantages which includes cost advantage, customer switching cost, efficient scale, intangible asset and network effect.
2) Tactical satellite positions: We also invest in companies benefit from secular trends/companies with attractive valuations/companies with high earnings qualities.
In addition to stock selections (bottom up analysis) that most traditional asset managers focus, we also emphasize top-down analysis, portfolio construction, and risk management. Quantitative techniques will be utilized throughout the whole investment process.
Asset Allocation
Authorized Service Providers
Custodian Bank | Bank for Investment and Development of Vietnam JSC (BIDV) |
Transfer Agent | Vietnam Securities Depository |
Auditor | |
Distributors | VNDirect Securities Corporation and Phu Hung Fund Managent JSC, |
Board Of Fund Representatives
Ms. Tsai, Hsiu-Li | Independent member – Chairman of the Board of Representatives of the Fund |
Ms. Lan, Wan-Chen | Independent members |
Ms. Nguyen Thi Trang | Independent members |
Fund Managers
Mr. Nguyen Hoai Son | Director of Investment Department |
Ms. Ho Thuy Ai | Head of Investment Department |