12:22:14 PM | 11/19/2025
The PVI Opportunity Fund (POF), managed by PVI Asset Management (PVIAM), officially concludes its 10-year journey with remarkable achievements, affirming its leading position in Vietnam’s fixed-income investment segment.
Established in October 2015 with the mission of “channeling capital for the economy,” POF—funded 100% by institutional investors in the insurance and financial sectors—has served as an effective capital bridge for Vietnamese enterprises while delivering sustainable benefits to investors. The fund focuses on fixed-income assets (including bank bonds, guaranteed corporate bonds, valuable papers, and defensive equities), ensuring capital safety, stable cash flows, and long-term returns.
Key highlights over 10 years include fund size growth from VND 440 billion at inception to VND 2,000 billion by 2022. The average gross return reached 10.73% over 10 years, 11.05% over the past five years, and 10.5% over the past three years. Over its decade of operation, POF has paid out VND 1,125 billion in annual cash dividends to investors, maintaining an average dividend yield of 9.5% per year. This provides a distinctive advantage for insurance companies, offering not only attractive financial returns but also a steady annual cash flow that helps meet claim obligations and strengthen insurers’ risk buffers. The fund has invested in over 30 strategic transactions, channeling long-term capital from insurance institutions to businesses in need of growth funding, thereby contributing to Vietnam’s economic development.
At the closing ceremony, Mr. Nguyen Tuan Tu, CEO of PVI Holdings and representative of the fund’s investors, shared, “These results affirm PVIAM’s professional investment management capabilities, disciplined risk governance, and adaptive resilience across market cycles. They also demonstrate the effective coordination and trust of our investors. The success of POF underscores the pivotal role of insurance institutions in providing long-term capital to support enterprise growth, contributing to Vietnam’s sustainable economic development and creating positive value for the community.”
PVIAM’s strength – discipline, professionalism, flexibility
The success of POF is built upon investment discipline across market cycles and strict risk management, minimizing adverse market impacts, a professional and ethical investment team with deep expertise in credit assessment, asset valuation, and legal analysis, experienced in identifying and mitigating risks, and a value-based investment philosophy focusing on business fundamentals and flexible asset allocation strategies tailored to each cycle, optimizing returns while preserving capital. The achievements to date have reinforced PVIAM’s position as a leading asset management company in the fixed-income segment, fully meeting the rigorous standards required by institutional insurance investors. In 2026, PVIAM will build on this advantage by launching a member fund focused on the private debt capital market serving financial and insurance institutions, as well as introducing a public open-ended bond fund for retail investors, aiming to become the top-tier choice in Vietnam’s fixed-income investment market. These achievements reinforce PVIAM’s position as a leading fixed-income asset manager meeting the rigorous standards of institutional insurance investors.
“We believe that with its professional team and the technical support from HDI Global and Ampega, PVIAM has established itself as one of Vietnam’s leading asset management companies—meeting international standards in governance, operations, and investment product development. HDI and Ampega are committed to continuing our partnership with PVIAM—not only through capital but also through knowledge transfer, technology, and international best practices—to together write the next chapters in PVIAM’s journey and Vietnam’s financial market development,” said Mr. Duong Thanh Danh Francois, Vice Chairman of PVIAM’s Board of Directors and representative of strategic shareholder HDI Global.
LA (Vietnam Business Forum)
Vietnamese
