QuotedData Retail - QuotedData (QD) Investment Companies Roundup - May 2021

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QuotedData Retail

Shonil Chande

Investment Companies Roundup - May 2021

It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following a relatively subdued few months. UK smaller company funds remained very popular, with the ongoing success of the vaccine rollout emphasised by no apparent ill-effects, to date, from the re-opening measures carried out. Elsewhere, the very unfortunate spiralling in cases across India saw capital removed from that country.

11/05/2021 EN

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QuotedData

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Shonil Chande

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Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms to support very ambitious GDP growth targets. VNH’s portfolio has been repositioned to take advantage of the expected acceleration in GDP growth, with increased weightings in banking and retail, for example, which are already paying off. Foreign investor flows have not suited VNH’s portfolio, bu...

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Investment Companies Roundup - May 2021

Real Estate Roundup - May 2021

Economic & Political Roundup - May 2021

Investment Companies Roundup - May 2021

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Montanaro UK Smaller Companies – High growth, bigger yield

GCP Infrastructure – Consolidate and capitalise

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