Vietnam Fonds: New Opportunities in a Dynamic Market Environment

In a rapidly changing world where geopolitical tensions, technological innovation, and the rise of emerging consumer markets are redefining the global investment landscape, Vietnam Fonds are increasingly gaining attention among international investors. Vietnam’s dynamic economy, combined with long-term structural advantages, makes the country a promising component of modern, diversified portfolios.

A Country in Transformation – with Long-Term Potential
Vietnam is among the fastest-growing economies in Asia. For over a decade, its gross domestic product (GDP) has consistently grown by more than 6% annually, despite global challenges. For 2025, growth rates between 6.5% and 7.5% are forecast. Key drivers of this growth include:
– A young, tech-savvy population—over 70% of the population is under the age of 40
– Rising domestic consumption—currently over 55% of GDP
– Targeted industrial policy and infrastructure investment
– Strategic integration into global supply chains via the "China+1" strategy
– More than a dozen free trade agreements (e.g., CPTPP, EVFTA)

These fundamentals create ideal conditions for Vietnam Fonds that attract long-term oriented capital in search of real growth.

Why Active Fund Strategies Are Crucial
In contrast to passive ETFs that closely track indices like the MSCI Vietnam or FTSE Vietnam, actively managed Vietnam Fonds offer access to undervalued, lesser-known companies—particularly in the small- and mid-cap segment. These companies benefit disproportionately from domestic market growth, often demonstrate higher margins, and respond more quickly to market changes.

One example is the Lumen Vietnam UCITS Fund by Aquis Capital, which follows an active, fundamental bottom-up approach with a local analyst team based in Ho Chi Minh City. The fund focuses on high-growth, sustainably managed companies with sound governance and attractive valuations. Such strategies have historically outperformed benchmarks over the long term while providing better risk management.

Technological Transformation and ESG as Growth Catalysts
Vietnam is heavily investing in digitalization, e-commerce, and green energy. This creates new investment opportunities—from digital payments and sustainable agriculture to solar and wind energy projects. At the same time, the government is strengthening ESG disclosure, corporate governance, and regulatory transparency—an advantage for investors with a sustainable focus.

Leading Vietnam Fonds are already actively integrating ESG criteria into their investment process. This not only improves risk management but also fosters long-term value creation aligned with sustainable economic practices.

Stability in a Multipolar World
In a geopolitically fragmented environment, Vietnam positions itself as a neutral, stable partner with sound fiscal policy and growing influence in Asia. The currency (VND) has remained relatively stable against the US dollar, foreign exchange reserves are solid, and inflation remains within target.

Vietnam is leveraging this stability to further open its capital markets—with a declared goal of achieving an upgrade from frontier to emerging market status with MSCI by 2026. Such a step would trigger substantial institutional capital inflows and significantly strengthen the position of Vietnam Fonds.

Conclusion: Vietnam Fonds as a Strategic Allocation for the Future
Vietnam Fonds offer investors a rare combination of growth, stability, ESG alignment, and market liberalization. They provide access to an economy that not only holds attractive return potential but is increasingly meeting global standards. At a time when traditional markets are reaching their growth limits, Vietnam can make a decisive contribution to global portfolio construction—provided investors rely on experienced active managers with local expertise.