VinaCapital Vietnam Opportunity Fund (VOF)

Investor Update

Andy Ho

Managing Director

Chief Investment Officer

January 2021

Vietnam's unique opportunity

97 MILLION

6.5% GDP

#1 FDI

STABILITY

POPULATION YOUNG,

2021 FORECAST,

NEXT WAVE OF FDI,

STABLE, PRUDENT

UPWARDLY MOBILE,

FASTEST GROWING IN

FACTORY RELOCATIONS

GOVERNMENT, ANTI-

SPENDING

REGION

OUT OF CHINA

CORRUPTION EFFORTS

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Source: VinaCapital research, 2021

VinaCapital's Mission

To enable our investors to prosper by capitalising on

Vietnam's rich opportunities.

About VinaCapital

  • Founded in 2003, today is one of Vietnam's largest independent asset managers.
  • USD3.3 billion under management, across alternative and traditional assets.
  • Team of 70+ investment professionals, with 70+ support and middle office staff.
  • Single-countryfocus, invested in over 200 business in Vietnam since inception.
  • VinaCapital Vietnam Opportunity Fund (VOF), USD1.1 billion London Stock Exchange, FTSE 250 listed investment company.

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Classified: Public

Contents

1.

MACROECONOMIC OUTLOOK

Michael Kokalari

Chief Economist

2.

MARKET OUTLOOK

Ismael Pili

Head of Research

3.

INVESTMENT STRATEGY

Andy Ho

Chief Investment Officer

4.

PORTFOLIO UPDATE

Khanh Vu

Deputy Managing Director

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Classified: Public

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Disclaimer

VinaCapital Vietnam Opportunity Fund Ltd. published this content on 21 January 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 January 2021 02:29:03 UTC