Vietnam Enterprise Investments (VEIL) is the largest and longest-established Vietnamese equities closed-end fund. The last quarter of 2019 and most of 2020 marked a period of portfolio repositioning for the fund. The team sold 14 holdings, and bought two, making the portfolio more focused (28 stocks at end 2020 versus 41 at end Q319) but better balanced by market cap as well as domestic and international business exposure. Over H220 the performance has picked up, with NAV total return of 28% ver ....
22 Jan 2021
Vietnam Enterprise Investments - The Vietnam growth story continues
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Vietnam Enterprise Investments - The Vietnam growth story continues
Vietnam Enterprise Investments Ltd Red.Shs (VEIL:LON) | 564 -62 (-1.9%) | Mkt Cap: 1,116m
- Published:
22 Jan 2021 -
Author:
Victoria Chernykh -
Pages:
10
Vietnam Enterprise Investments (VEIL) is the largest and longest-established Vietnamese equities closed-end fund. The last quarter of 2019 and most of 2020 marked a period of portfolio repositioning for the fund. The team sold 14 holdings, and bought two, making the portfolio more focused (28 stocks at end 2020 versus 41 at end Q319) but better balanced by market cap as well as domestic and international business exposure. Over H220 the performance has picked up, with NAV total return of 28% ver ....