The earnings call highlighted Vietnam's strong economic growth prospects and the fund's impressive returns, driven by domestic growth and strategic investments. However, challenges in the real estate market, governance concerns, and potential trade risks with the US present notable challenges.

Company Guidance

During the Vinacapital Investor Presentation, several key metrics and insights were highlighted. Vinacapital manages approximately $3.7 billion with a multi-asset class platform, including equities, fixed income, private equity, venture capital, real estate, energy, and carbon. The Vietnam Opportunity Fund (VOF) has delivered a 67% return to investors over a five-year period, averaging an 11% annualized return, with its portfolio comprising 80% publicly listed and 20% private companies. The fund has returned over £530 million to investors through buybacks and dividends since 2011. Vietnam’s GDP growth is anticipated to reach 7-8% in 2025, driven by domestic factors such as a burgeoning middle class and infrastructure development. The fund's focus remains on sectors like financials, real estate, consumer staples, and healthcare, which collectively represent about 90% of the portfolio. The economic environment in Vietnam is supported by favorable demographics and a stable political landscape, positioning it as a strong candidate for future growth in both private and public markets.

Significant Growth in Assets Managed

Vinacapital currently manages about $3.7 billion, showcasing substantial growth and a strong presence in Vietnam's financial landscape.

Strong Vietnam Economic Prospects

Vietnam's economy is bolstered by a young demographic, increasing urbanization, and a government that is pro-growth and pro-stability, with manufacturing making up 25% of GDP and expected to grow.

High Returns on Investment

The Vietnam Opportunity Fund has delivered a 67% return to investors over a five-year period, translating to an annualized return of about 11%.

Robust Domestic Growth

The Vietnamese government has announced plans to increase infrastructure spending by almost 40%, with a focus on real estate and infrastructure projects.

Strong Portfolio Returns

The fund's portfolio has a high Sharpe ratio due to high returns and low volatility, with a focus on financials, real estate, consumer sectors, and technology.

VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:VOF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q4)	- / -	0.295	―	―	―
Mar 31, 2025	2025 (Q2)	- / 0.13	―	―	―	―
Oct 24, 2024	2024 (Q4)	- / 0.29	0.708	-58.33% (-0.41)	―	―
Mar 26, 2024	2024 (Q2)	- / 0.07	-0.84	108.93% (+0.91)	―	―
Oct 24, 2023	2023 (Q4)	- / 0.71	-0.894	179.19% (+1.60)	―	―
Mar 24, 2023	2023 (Q2)	- / -0.84	0.381	-320.47% (-1.22)	―	―
Oct 26, 2021	2021 (Q4)	- / 1.32	-0.06	2303.33% (+1.38)	―	―
Oct 27, 2020	2020 (Q4)	- / -0.06	0.168	-135.71% (-0.23)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:VOF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 31, 2025	419.12p	416.16p	-0.71%
Oct 24, 2024	448.44p	444.55p	-0.87%
Mar 26, 2024	439.70p	444.03p	+0.99%
Oct 24, 2023	428.00p	423.73p	-1.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) report earnings?

VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) is schdueled to report earning on Oct 28, 2025, Before Open (Confirmed).

What is VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) earnings time?

VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) earnings time is at Oct 28, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of VinaCapital Vietnam Opportunity Fund Limited AccumUSD stock?

The P/E ratio of VinaCapital Vietnam Opportunity Fund Limited AccumUSD is N/A.

What is GB:VOF EPS forecast?

Currently, no data Available

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