The SSI Sustainable Competitive Advantage Fund (SSI-SCA) had fully exited its Vingroup (VIC) position by the end of September, even though VIC had been its largest holding at nearly 11% at the end of August. At the end of September, the fund's net asset value was close to VND 1.3 trillion, with stocks making up 78.62% of assets and cash rising to 21%. Banks remained the core of the portfolio, with four of the top five holdings being TCB, HDB, VCB and MBB. The fund fell 3.1% in September, less than the 3.5% decline in the VN-Index, as the Vingroup group accounted for about 45% of the index's drop and market liquidity weakened, with average HoSE trading value falling to USD 633 million per session.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Một quỹ đầu tư bất ngờ bán sạch cổ phiếu Vingroup trong tháng 9
Related tickers and likely impact
VIC
▼ Likely negativeVinGroup
Relevance: medium
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Real Estate |
| Industry | Real Estate Holding & Development |
| Market cap | 1,687,621 bn VND |
| P/E | 79.2 |
| P/B | 9.87 |
| Close on 10/13/2026 | 222.00 |
| Change that session | +1.37% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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