Vietnam Enterprise Investments

Vietnam Enterprise Investments is a closed-end fund managed by Dragon Capital Management Limited. The investment objective of Co. is to seek medium to long term capital appreciation of its assets by investing directly or indirectly in publicly or privately issued securities of companies, projects and enterprises issued by Vietnamese entities, whether inside or outside Vietnam.
  • TickerVEIL
  • ISINKYG9361H1092
  • ExchangeLondon Stock Exchange
  • SectorEquity Investment Instruments
  • CountryCayman Islands

Vietnam Enterprise Investments - Well positioned for recovery and long-term growth

Vietnam Enterprise Investments (VEIL) is the largest and longest-established closed-end fund focused on investing in Vietnamese equities. The fund has a solid long-term performance track record (see chart below), delivering annualised NAV total returns of 10% and 8% over five and 10 years respectively. Vietnam appears to be managing the spread of the COVID-19 virus well, and is advanced in the resumption of normal economic activity. Its GDP growth of 7.0% in 2019 was one of the fastest rates globally, and while growth will be disrupted this year, economic prospects remain bright. Vietnam’s e...

Vietnam Enterprise Investments - Robust growth underpins long-term opportunities

Vietnam Enterprise Investments (VEIL) is the largest and longest-established closed-end fund focused on investing in Vietnamese equities. The fund aims to deliver long-term capital growth through employing a rigorous bottom-up approach to investing in a relatively concentrated portfolio of 35–40 high-conviction stocks. Over the past 10 years, VEIL has generated annualised NAV and share price returns of 10.3% and 14.0%, respectively. Better than expected Q319 GDP growth of 7.3% suggests Vietnam’s economy is relatively resilient in an environment of slowing global economic growth, which has ...

Vietnam Enterprise Investments - Executive Interview

Vietnam Enterprise Investmentst (VEIL) was launched in 1995 and is the largest closed-ended fund focused on Vietnam. In July 2017, it became a member of the FTSE 250. VEIL aims to generate long-term capital growth by following a bottom-up approach, unconstrained by the benchmark, to find high-quality companies that are attractively valued. The fund is managed by Dragon Capital, Vietnam’s largest and longest established investment manager. In this webcast, Dominic Scriven, chairman and founder of Dragon Capital, introduces the company and discusses why we should invest in Vietnam, and why no...

Vietnam Enterprise Investments - Long-established expertise in Vietnam

Vietnam Enterprise Investments (VEIL) was launched in 1995 and is the largest closed-ended fund focused on Vietnam. In July 2017, it became a member of the FTSE 250. VEIL aims to generate long-term capital growth by following a bottom-up approach, unconstrained by the benchmark, to find high quality companies that are attractively valued. Although the fund’s NAV total return has lagged the VN Index over one year, VEIL has a strong longer-term performance track record, delivering annualised NAV growth of c 26% and 20% over three and five years respectively. The manager believes sustained econ...

Vietnam Enterprise Investments - Correction presents long-term opportunities

Vietnam Enterprise Investments (VEIL) was launched in 1995 and became a member of the FTSE 250 in July 2017. It is the largest and longest established closed-ended fund focused on investing in Vietnam equities. The fund’s objective is to generate long-term capital growth through applying a rigorous, bottom-up approach to selecting companies that can benefit from the underlying secular drivers of the country’s growth. Unconstrained by benchmark weightings, the portfolio of 35–40 highconviction stocks often differs meaningfully from the VN Index. VEIL has generated strong absolute gains ov...

A director maiden bought 36,423 shares at 482p and

A director at Vietnam Enterprise Investments maiden bought 36,423 shares at 482p and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Vietnam Enterprise Investments - Well positioned for recovery and long-term growth

Vietnam Enterprise Investments (VEIL) is the largest and longest-established closed-end fund focused on investing in Vietnamese equities. The fund has a solid long-term performance track record (see chart below), delivering annualised NAV total returns of 10% and 8% over five and 10 years respectively. Vietnam appears to be managing the spread of the COVID-19 virus well, and is advanced in the resumption of normal economic activity. Its GDP growth of 7.0% in 2019 was one of the fastest rates globally, and while growth will be disrupted this year, economic prospects remain bright. Vietnam’s e...

Vietnam Enterprise Investments - Robust growth underpins long-term opportunities

Vietnam Enterprise Investments (VEIL) is the largest and longest-established closed-end fund focused on investing in Vietnamese equities. The fund aims to deliver long-term capital growth through employing a rigorous bottom-up approach to investing in a relatively concentrated portfolio of 35–40 high-conviction stocks. Over the past 10 years, VEIL has generated annualised NAV and share price returns of 10.3% and 14.0%, respectively. Better than expected Q319 GDP growth of 7.3% suggests Vietnam’s economy is relatively resilient in an environment of slowing global economic growth, which has ...

Vietnam Enterprise Investments - Executive Interview

Vietnam Enterprise Investmentst (VEIL) was launched in 1995 and is the largest closed-ended fund focused on Vietnam. In July 2017, it became a member of the FTSE 250. VEIL aims to generate long-term capital growth by following a bottom-up approach, unconstrained by the benchmark, to find high-quality companies that are attractively valued. The fund is managed by Dragon Capital, Vietnam’s largest and longest established investment manager. In this webcast, Dominic Scriven, chairman and founder of Dragon Capital, introduces the company and discusses why we should invest in Vietnam, and why no...

Vietnam Enterprise Investments - Long-established expertise in Vietnam

Vietnam Enterprise Investments (VEIL) was launched in 1995 and is the largest closed-ended fund focused on Vietnam. In July 2017, it became a member of the FTSE 250. VEIL aims to generate long-term capital growth by following a bottom-up approach, unconstrained by the benchmark, to find high quality companies that are attractively valued. Although the fund’s NAV total return has lagged the VN Index over one year, VEIL has a strong longer-term performance track record, delivering annualised NAV growth of c 26% and 20% over three and five years respectively. The manager believes sustained econ...

Vietnam Enterprise Investments - Correction presents long-term opportunities

Vietnam Enterprise Investments (VEIL) was launched in 1995 and became a member of the FTSE 250 in July 2017. It is the largest and longest established closed-ended fund focused on investing in Vietnam equities. The fund’s objective is to generate long-term capital growth through applying a rigorous, bottom-up approach to selecting companies that can benefit from the underlying secular drivers of the country’s growth. Unconstrained by benchmark weightings, the portfolio of 35–40 highconviction stocks often differs meaningfully from the VN Index. VEIL has generated strong absolute gains ov...

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