James Carthew: If it’s too late to hide, how about trust bargain hunting?
A couple of weeks ago, I was discussing the possible impact of tariffs on Vietnam. If you recall, the managers of VinaCapital Vietnam Opportunity Fund (VOF) were fairly sanguine about the prospect, reasoning that the US would see Vietnam as an ally in the region and recognise that it was making an effort to address the sizeable trade imbalance, […]
Discount Delver: the 10 cheapest trusts on 4 April 2025
Investment trusts, due to their closed-ended structure, offer investors the chance of picking up a potential bargain. Such an opportunity arises when a trust’s share price is lower than the underlying investments held by the trust (the net asset value, or NAV). However, a trust trading on a discount to NAV is not necessarily a […]
UK stocks count the cost of American tariffs
Duties were not as steep as expected for the UK, but the impacts will reverberate beyond the hardest-hit countries. Read more: Investor’s Chronicle | UK stocks count the cost of American tariffs
James Carthew: Trump is not too much trouble for my Vietnam trust
James Carthew says he is sticking with VinaCapital Vietnam Opportunity and may even add to the £624m trust, after an update from the managers on the effect of the Trump administration. Read more: CityWire | James Carthew: Trump is not too much trouble for my Vietnam trust
VinaCapital Vietnam trust names new lead manager
VinaCapital Vietnam Opportunity Fund (VOF) has named Khanh Vu as lead manager. The appointment follows the death of former manager Andy Ho last June. Brook Taylor, VinaCapital’s head of asset management, had taken charge of the trust in the interim. Read more: CityWire | VinaCapital Vietnam trust names new lead manager
VinaCapital Vietnam Opportunity appoints lead manager following interim leadership period
The VinaCapital Vietnam Opportunity fund has promoted Khanh Vu as its lead manager, taking over Andy Ho’s mandate. Read more: Investment Week | VinaCapital Vietnam Opportunity appoints lead manager following interim leadership period
This trust is ready to take advantage of the trade war
There are a handful of funds that invest in trade war beneficiary Vietnam – but one in particular looks promising. Read more: Investor’s Chronicle | This trust is ready to take advantage of the trade war
The best ways to invest in Vietnam – Asia’s communist dynamo
Investors complain that complex planning rules thwart infrastructure projects. Administrative bloat is blamed for burdening the state budget. Sound like Britain? It’s not. This is Vietnam, and the government is responding in a decidedly non-Whitehall way. The one-party communist state is going all-out for growth, announcing sweeping reforms dubbed a “bureaucratic revolution”. Read more: MoneyWeek […]
Top 20 best performing Investment Trusts for your ISA
With the ISA deadline approaching, the Association of Investment Companies (AIC) has published a list of the 20 best performing investment trusts over ten years for investors who are looking for ideas. Read more: The Armchair Trader | Top 20 best performing Investment Trusts for your ISA
Top 20 best performing investment trusts for your ISA
With the ISA deadline approaching, the Association of Investment Companies (AIC) has published a list of the 20 best performing investment trusts over ten years for investors who are looking for ideas. Read more: The Association of Investment Companies | Top 20 best performing investment trusts for your ISA