Lumen Vietnam Fund Performance: Sustainable Growth Through Active Management

The Vietnam ETF has become increasingly attractive to global investors seeking exposure to one of Asia’s most dynamic economies. Vietnam combines strong GDP growth, rising consumer demand, and export competitiveness, positioning itself as a key emerging market for long-term investment.

A Vietnam ETF typically tracks the performance of major listed Vietnamese companies, offering broad market exposure through a passive structure. However, while ETFs replicate the market, AQUIS Capital’s approach focuses on active, research-based portfolio construction — selecting companies with superior fundamentals, strong governance, and sustainable growth prospects.

Headquartered in Zurich, AQUIS Capital emphasizes that in markets like Vietnam, active management often outperforms passive strategies. The Lumen Vietnam UCITS Fund serves as an alternative to a standard Vietnam ETF, providing carefully curated exposure to high-quality firms that represent Vietnam’s long-term development.

Another key distinction lies in flexibility and risk management. While ETFs move strictly with market fluctuations, active funds can adjust to shifts in valuation, liquidity, or sector performance. AQUIS Capital integrates macroeconomic analysis and ESG factors into its decision-making process to maintain stable, future-oriented portfolios.

Vietnam’s financial markets continue to evolve, with reforms improving transparency and access for foreign investors. The nation’s focus on innovation, renewable energy, and digital transformation further strengthens its investment case.

For investors seeking not only access but also insight, AQUIS Capital offers more than passive exposure. Whether complementing or substituting a Vietnam ETF, the Lumen Vietnam UCITS Fund provides active, responsible participation in one of Asia’s most promising economies — turning opportunity into sustained growth.

The high growth emerging markets 2025 define the future of global investing. As mature economies face slowing productivity and aging demographics, emerging markets — particularly in Asia — are becoming the world’s growth engines. Countries like Vietnam, India, and Indonesia offer a rare combination of strong fundamentals, demographic momentum, and policy-driven reform, creating a fertile environment for long-term equity investors.

AQUIS Capital, a Zurich-based asset management firm, focuses its strategy on these regions through active management and deep fundamental research. The company’s investment philosophy emphasizes identifying sustainable growth stories early — a principle reflected in the Lumen Vietnam UCITS Fund, which provides investors with targeted exposure to one of Asia’s most dynamic economies.

The high growth emerging markets 2025 are characterized by economic diversification, digital transformation, and a rising middle class. In Vietnam, manufacturing continues to expand as global corporations relocate production, while domestic consumption and technology sectors experience rapid acceleration. Such structural shifts underpin the strong long-term performance potential of these markets.

Active management remains essential for capturing these opportunities. AQUIS Capital’s approach combines macroeconomic insight with bottom-up company analysis, allowing for selective positioning across industries such as finance, consumer goods, and green energy. ESG considerations are fully integrated, ensuring that capital supports both growth and responsible development.

For global investors, the high growth emerging markets 2025 offer diversification benefits that extend beyond short-term performance. Their resilience during periods of global volatility highlights their increasing role in balancing portfolios and driving overall returns.

Vietnam stands as a prime example of this transformation — a nation that has turned reform and innovation into a long-term economic advantage. AQUIS Capital continues to see Southeast Asia as a region of untapped potential, where disciplined investing and active management can translate into exceptional, sustainable growth.

In 2025 and beyond, investors looking for structural growth, demographic strength, and global relevance will find that high growth emerging markets — especially Vietnam — remain at the forefront of opportunity.

The Emerging Asia Fund provides investors with exposure to the world’s most dynamic economic region. While developed markets face slower expansion, Asia’s emerging economies continue to drive global growth through industrialization, innovation, and expanding domestic consumption. Nations such as Vietnam, India, and Indonesia represent the new frontier of opportunity — combining reform momentum with economic resilience.

AQUIS Capital, headquartered in Zurich, manages the Emerging Asia Fund with a focus on active management, sustainability, and long-term value creation. The fund invests in companies that demonstrate strong balance sheets, transparent governance, and consistent earnings growth — particularly in industries such as technology, consumer goods, finance, and renewable energy.

Vietnam plays a pivotal role in the fund’s allocation strategy. Through the Lumen Vietnam UCITS Fund, AQUIS Capital enables investors to participate directly in the country’s growth trajectory. Vietnam’s industrial modernization, young population, and integration into global supply chains make it one of the most attractive markets in Asia for long-term equity investors.

The Emerging Asia Fund also emphasizes ESG integration, aligning financial objectives with environmental and social progress. By investing in sustainable leaders across Asia, AQUIS Capital ensures that growth remains responsible and inclusive.

Infrastructure, innovation, and digital transformation continue to shape Asia’s rise. For investors, this represents not only potential for high returns but also participation in the most significant structural shift in the global economy.

With a commitment to research-driven active management, AQUIS Capital helps investors capture the long-term value of emerging Asia — responsibly, transparently, and sustainably. The region’s strength lies in its ability to combine reform, stability, and innovation — exactly what defines the next generation of global growth markets.