Performance of trust vs index over 10yrs
Trust
FACT BOX
MANAGER : Andy Ho / LAUNCHED : 30 / 09 / 2003 / DISCOUNT / PREMIUM : -16.2 % / OCF : 1.64 %
CROWN RATING
N / A
the region and we are increasingly hearing wealth managers discussing the same ,” they said . VinaCapital Vietnam Opportunity represents one of the few methods UK investors have of accessing Vietnam , with only two other trusts in the AIC universe focused on the country . While its ongoing charges figure looks relatively high , at 1.64 %, it can justify this with its performance figures : it is up 271.8 % over the past 10 years , compared with 43.5 % from the MSCI Vietnam index . One way in which it could be regarded as cheap is its discount , which stands at 16.2 %. “ We believe that the discount represents an attractive entry point ,” said the analysts at Numis .
Performance of trust vs index over 10yrs
VinaCapital Vietnam Opportunity ( 271.8 %)
MSCI Vietnam ( 43.5 %)
350 % |
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300 % |
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250 % |
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200 % |
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150 % |
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100 % |
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50 % |
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0 % |
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-50 % |
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May13 |
May14 |
May15 |
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May21 |
May22 |
Source : FE Analytics
Issue 95 - May 2023 / 49 /