Funds
Investment strategy

DFJV’s strategy is to build up the technology marketplace in Vietnam by focusing investment in four sectors: Internet, telecommunications, media and clean energy. DFJV will invest in 2-3 anchor companies in each sector to create a network, user base and market share. By taking advantage of synergies between investee companies, DJFV will be well-placed to benefit from the convergence of the focus sectors over a 4-6 year time frame.

The investment focus of the fund will include:

  • Companies that replicate successful/proven business models.
  • Established ITC companies entering the Vietnamese market. 
  • State-owned companies undergoing privatization in ITC sector.
  • Companies with experienced entrepreneurs of Vietnamese descent, particularly those with ties to the overseas Vietnamese technology community.
Fund NAV NAVps*
VOF 768.8 m
(Mar 13)
2.79
VNL 498.5 m
(Mar 13)
1.03
VNI 196.2 m
(Mar 13)
0.51
* NAV per share.

Go to DFJV page on LSE site.

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