Portfolio Investment Analysis of Vietfund
FOREIGN TRADE UNIVERSITY
Finance & Banking Faculty
YEAR 2012
~~~~~~*~~~~~~
Portfolio Management
Assignment
TOPIC:
Portfolio investment analysis of Vietfund
Management – VF1
Guiding lecturer: Msc. Le Phuong Lan
Student:
Trinh Mai Chi - 0953040014
Pham Huong Giang – 0953040026
Nguyen Quynh Loan – 0953040049
Le Thi Thu Trang – 0953040089
Pham Huong Van - 0953040095
Class:
A2 - High quality class – K48 – F&B
-0Ha Noi – 10/2012
Group 3 – A2 HQC F&B – Vinafund VF1
PORTFOLIO MANAGEMENT
ASSIGNMENT
TOPIC:
Portfolio investment analysis of Vietfund Management – VF1
Guiding teacher:
Student:
Msc. Le Phuong Lan
Trinh Mai Chi – 0953040014
Pham Huong Giang – 0953040026
Nguyen Quynh Loan – 0953040049
Le Thi Thu Trang – 0953040089
Pham Huong Van – 0953040095
Class:
Course:
A2 – CLC TCNH
K48
Ha Noi – 2012
-1-
APPENDIX
A. INTRODUCTION .................................................................................................... 1
B. SPECIFIC CONTENTS ........................................................................................... 2
Chapter I: Introduction about Vietfund Management and VF1 ............................. 2
1. Vinafund .............................................................................................................. 2
2. VF1 ...................................................................................................................... 3
Chapter II: Portfolio Management Analysis of VF1 ................................................. 5
1. Overview of investment portfolio......................................................................... 5
2. Portfolio management and return measurement ................................................... 7
3. Evaluation of portfolio........................................................................................ 14
3.1. Treynor’s measure
Finance & Banking Faculty
YEAR 2012
~~~~~~*~~~~~~
Portfolio Management
Assignment
TOPIC:
Portfolio investment analysis of Vietfund
Management – VF1
Guiding lecturer: Msc. Le Phuong Lan
Student:
Trinh Mai Chi - 0953040014
Pham Huong Giang – 0953040026
Nguyen Quynh Loan – 0953040049
Le Thi Thu Trang – 0953040089
Pham Huong Van - 0953040095
Class:
A2 - High quality class – K48 – F&B
-0Ha Noi – 10/2012
Group 3 – A2 HQC F&B – Vinafund VF1
PORTFOLIO MANAGEMENT
ASSIGNMENT
TOPIC:
Portfolio investment analysis of Vietfund Management – VF1
Guiding teacher:
Student:
Msc. Le Phuong Lan
Trinh Mai Chi – 0953040014
Pham Huong Giang – 0953040026
Nguyen Quynh Loan – 0953040049
Le Thi Thu Trang – 0953040089
Pham Huong Van – 0953040095
Class:
Course:
A2 – CLC TCNH
K48
Ha Noi – 2012
-1-
APPENDIX
A. INTRODUCTION .................................................................................................... 1
B. SPECIFIC CONTENTS ........................................................................................... 2
Chapter I: Introduction about Vietfund Management and VF1 ............................. 2
1. Vinafund .............................................................................................................. 2
2. VF1 ...................................................................................................................... 3
Chapter II: Portfolio Management Analysis of VF1 ................................................. 5
1. Overview of investment portfolio......................................................................... 5
2. Portfolio management and return measurement ................................................... 7
3. Evaluation of portfolio........................................................................................ 14
3.1. Treynor’s measure
References: management has reached USD 200 Millions (in 2010). We also plan to mobilize new capitals through new financial products and services applying new updated legal which attracts various domestic and over-sea individual and institutional investors. The initial chartered capital of VND300 billion was raised within 10 days in April, 2004