Edison Releases Report on VietNam Holding's Performance

On April 23, 2025, Edison Investment Research Limited issued its latest report on VietNam Holding (VNH). In 2024, VNH achieved a notable net asset value (NAV) per share growth of 16.5%. This impressive figure surpasses the Vietnam All-Share Index's (VNAS) increase of 10.2% for the same period. The fund's consistent outperformance over time attests to the effective stock selection strategy employed by its managers.

Despite recent political challenges, such as the impact of US tariff announcements, VNH remains resilient. The Vietnam All-Share Index faced a sharp decline of 17% within a week, yet VNH's dynamic investment strategy positions the fund to potentially exploit arising opportunities. As of now, VNH shares are trading at a 7% discount, reflecting the already reduced NAV.