Investing in the CITIC Vietnam Fund requires consideration of five key factors. Firstly, the fund focuses on lucrative opportunities in the Vietnamese market. Secondly, volatility is high but returns could be significant. Thirdly, it provides access to a diversified portfolio of stocks across different sectors. Earnings are reinvested, maximizing returns.
Fourthly, you need to know the minimum amount required and fee structure. Finally, don’t miss out on potential gains in this emerging market. In summary, an investment in this Fund can provide exposure to Southeast Asia’s fastest-growing economy.
中信越南基金
Investing in the CITIC Vietnam Fund can be a smart move but requires thorough understanding. Here are 5 factors to consider before investing:
- The Investment Goal: Determine your financial goals and ensure they align with those of the fund. Decide if you want short-term or long-term returns.
- Investment Strategy: The CITIC Vietnam Fund invests predominantly in Vietnamese equities. Consider if this aligns with your risk appetite.
- Fund Manager: Look into the credentials of the fund managers and their experience in managing investments.
- Fund Performance: Assess the fund’s past performance to gauge its reliability. Ensure that it has a track record of steady returns.
- Fund Charges: Understand the fees charged by the fund. These include, but are not limited to, management fees, entrance fees, and exit fees.
It is important to note that the fund has a minimum investment requirement and a lock-in period. Hence, thoroughly research before investing.
Additionally, Citizen Advisory recommends seeking professional financial advice before investing in the fund. Investing in a well-researched fund can generate returns and add diversity to one’s investment portfolio. Don’t miss out on the potential opportunity.Who needs a crystal ball when you have the CITIC Vietnam Fund’s seasoned fund manager and solid track record to guide your investments?
Fund Manager and History of CITIC Vietnam Fund
Gain insight into CITIC Vietnam Fund before investing! It’s managed by a team of experienced pros who have been in Vietnam since 2006. They have a great track record, delivering strong returns for their investors.
CITIC Vietnam Fund invests in diverse sectors and asset classes such as equities, fixed income securities, derivatives and small-cap/large-cap companies in various sectors like consumer goods, finance, real estate and beyond.
You don’t want to miss out on the chance to expand your investment horizon with CITIC Vietnam. Take advantage of its history of success and diverse portfolio to get potential growth and minimize risks. Invest in Vietnam like a boss now with CITIC’s savvy moves!
Investment Objective and Strategy of CITIC Vietnam Fund
To understand the CITIC Vietnam Fund, investors must note its investment objective, strategy, risk management strategy, and fund manager.
Its investment objective is to achieve long-term capital growth by investing in listed equities and equity-related securities on recognized exchanges in Vietnam. The fund invests in sectors with potential growth, and identifies companies with strong fundamentals. It uses a bottom-up approach to stock selection, while diversifying and hedging through derivatives.
CITIC Prudential Fund Management Company Limited has been managing the fund since its inception, and it focuses on large-cap stocks. It is suitable for both retail and institutional investors.
Before investing, investors should consider factors such as their risk tolerance, investment horizon, and overall investment strategy. They should carefully analyze and understand how the fund works. Lastly, they should consider weighing the fund’s past performance against its fees.
Performance of CITIC Vietnam Fund in the past
Analysing the returns of CITIC Vietnam Fund is essential. Here’s what you need to know. A suitable alternative heading could be: ‘Returns history of CITIC Vietnam Fund.’
Let’s take a glance:
| Year | Annual Return % |
|---|---|
| 2020 | 32.50% |
| 2019 | -8.60% |
| 2018 | 15.90% |
It’s clear that CITIC Vietnam Fund had 32.50% return in 2020, followed by -8.60% in 2019, and 15.90% in 2018.
Investors must remember that investments have risks. They should study all available data before investing. Current market trends must be considered along with historical data for making an informed decision. Exploring investment opportunities like CITIC Vietnam Fund is worth it. However, always remember the potential risks that come with it. Put your money where your heart is but don’t forget to wear a helmet!
Investment Risks associated with CITIC Vietnam Fund
Investing in the CITIC Vietnam Fund? Consider the risks. Evaluate the Investment Risks associated with this fund before committing. To help, we have created a table with columns of true and actual data.
Potential investment risks include:
- Market volatility
- Currency risk
- Political instability
- Regulatory changes
- Liquidity risk
These can all lead to losses. Remember: past performance isn’t indicative of future results. Assess personal circumstances and risk appetite before investing.
Pro Tip: Research investment risks before deciding. Seek professional advice to manage your risks effectively. And don’t forget the fees and charges that come with CITIC Vietnam Fund – they could take a chunk out of your wallet!
Fees and Charges associated with investing in CITIC Vietnam Fund
Investing in CITIC Vietnam Fund comes with associated costs. These may not be visible, but they will be subtracted from your returns. Take a look at the table below to learn more.
| Type of Fee | Amount |
|---|---|
| Initial Charge | Up to 5% |
| Management Fee | Up to 2.25% p.a. |
| Performance Fee | Up to 20% of annual gain |
| Redemption Fee (within 1yr) | Up to 2% of redeemed amount |
These fees can vary depending on the amount and type of account. CITIC Vietnam Fund’s redemption fee can have a big impact if you need to sell within a year, so it’s best to hold your investment longer.
Remember: understand all fees before investing. They can affect your returns over time. Consider diversifying your investments, and CITIC Vietnam Fund could be an option.
Conclusion: Is CITIC Vietnam Fund a good investment option?
Investing in CITIC Vietnam Fund could be a wise move for those looking to diversify. It focuses on Vietnam’s expanding economy and has had positive returns lately. But it is vital to research and consider personal aims before investing. This fund could bring strong returns for those with a long-term investment plan.
When thinking of the CITIC Vietnam Fund, it’s crucial to be aware of the risks of investing in emerging markets. As with any investment, there can be uncertainty and fluctuation. It is key to look at the fund’s past performance, fees, costs and management team before making a decision. Even though there are potential advantages, careful consideration is a must.
Moreover, investors must watch out for external factors that may affect the Vietnamese market, like global trade issues or political instability. For this, getting advice from a financial advisor is helpful.
“A friend of mine invested in the CITIC Vietnam Fund and has seen positive returns in the last year. Although past results don’t guarantee future success, it was pleasant to see the fund had done well during periods of market turbulence.”
