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FWD INVESTMENT LINKED FUND

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CURRENT FUND PERFORMANCE

Fund name
Fund manager
Fund manager
SSIAM
VCBF
Latest Valuation dateUnit price (VND)
Increase/Decrease (%) compared to
Latest Valuation date
Increase/Decrease (%)
Increase (%)
Decrease (%)
Fund manager
Latest Valuation date
Unit price (VND)0
Increase/Decrease (%) compared to
Latest Valuation date
0%
Next Valuation date:

Valuation date is scheduled on Tuesday and Thursday every week (except Luna New Year and holidays).

The unit price is updated before 21:00 at the same day on the FWD Investment Linked Fund Page.

The unit price is used in transactions to buy or sell the Fund unit.

Our FWD Investment linked products and
FWD investment linked funds as below

Fund name
FWD Double assets
FWD Elevating success
FWD Double assets 2.0
FWD Elevating success 2.0
FWD Assured Wealth
FWD Double assets
FWD Elevating success
FWD Double assets 2.0
FWD Elevating success 2.0
FWD Assured Wealth

Historical Fund Performance Chart

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11/08/2022 - 

10/10/2024

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FWD INVESTMENT LINKED FUND PERFORMANCE reports

Year 2024
Year 2021
Year 2022
Year 2023
Year 2024

FWD INVESTMENT LINKED FUND INTRODUCTION

SSIAM
SSIAM
VCBF
Risk and expected returns
High
Aggressive fund
Growth fund
Equity
(80% - 100%)
Equity
(80% - 100%)
Strategic fund
Equity
(80% - 100%)
Progressive fund
Equity
(35%- 65%)
Bond, term deposit, certificate of term deposit
(35% - 65%)
Mixed fund
Equity
(At most 40%)
Bond, term deposit, certificate of term deposit
(At least 60%)
Conservative fund
Accumulative fund
Bond, term deposit, certificate of term deposit
(80% - 100%)
Bond, term deposit, certificate of term deposit
(75% - 100%)
Low
Flexibility to choose among various investment funds, managed by 2 reputable & experienced fund management companies: SSIAM and VCBF.
Our funds are set up with different investment strategies, ranging from conservative to aggressive, catering to your expected return and risk appetite.
All funds are evaluated twice a week in order to:
  • Quickly grasp market changes, optimizing investment opportunities.
  • Shorten waiting time for closing trading prices (additional investment, change in investment rate, swap funds, withdraw money).

THE EQUITY PORTFOLIO

FWD’s 3 equities are designed with 3 special strategies to maximize investment opportunities and diversify investment portfolio.

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Aggressive fund with Sector-based equity

Focused on 3 industries with high and stable growth potential: Real estate, Banking & Finance, and Consumer goods.
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Growth fund with Mid-cap growth strategy

Focused on investing in mid-cap growth stocks companies with stable to high growth potential in medium and long terms.
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Strategic fund with High dividend strategy

Focused on stocks with high dividend, satisfying investors’ goal to earn dividend or reinvest for compound interest.

THE OTHER INVESTMENT PORTFOLIO

FWD's 4 funds are designed to grow your profit with low to moderate risk.

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Progressive fund with portfolio of equity, bond, term deposit, certificate of term deposit

Focused on portfolio with high capital growth potential and stable income investment assets.
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Mixed fund with portfolio of equity, bond, term deposit, certificate of term deposit

Focused on portfolio with stable income and medium & long-term capital growth.
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Conservative fund with portfolio of bond, term deposit, certificate of term deposit

Focused on portfolio with stable income and capital preservation.
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Accumulative fund with portfolio of bond, term deposit, certificate of term deposit

Focused on portfolio with stable income and capital preservation.

Why should you invest with professional investors

Access to many investment forms and opportunities

Invested by a team of experienced experts

Diversify your portfolio without the need for large capital

Manage professionally with activities are constantly updated

FUND MANAGER INTRODUCTION

SSI ASSET MANAGEMENT (SSIAM)
  • Established in 2007, a member of SSI Securities Joint Stock Company, as one of the leading securities companies in Vietnam
  • Providing diversified investment products and asset management services in Vietnam to domestic and foreign institutional and individual investors
  • Total assets under management: 641 million USD (updated 31 Jan 2023, SSIAM)
Vietcombank Fund Management Company Limited (“VCBF”)
  • VCBF is a joint venture between the Joint-Stock Commercial Bank for Foreign Trade of Vietnam ("Vietcombank") and Franklin Templeton Investments ("FTI").
  • Providing asset management services in Vietnam to domestic and foreign institutional investors
  • Total assets under management: 178 million USD (updated 31 Jan 2023, VCBF)
SSIAM
SSI ASSET MANAGEMENT (SSIAM)
Vietcombank Fund Management Company Limited (“VCBF”)
SSI ASSET MANAGEMENT (SSIAM)
  • Established in 2007, a member of SSI Securities Joint Stock Company, as one of the leading securities companies in Vietnam
  • Providing diversified investment products and asset management services in Vietnam to domestic and foreign institutional and individual investors
  • Total assets under management: 641 million USD (updated 31 Jan 2023, SSIAM)