PHFM VNSHINE ETF is an exchange-traded fund that tracks the VNSHINE benchmark index. The portfolio consists of 15 to 30 stocks, strictly screened based on the “Vietnam Shareholder Interest Enhanced Index” rulebook issued by the Ho Chi Minh City Stock Exchange (HSX).
PHFM is one of the pioneers in Vietnam to implement the Smart Beta strategy, focusing on optimizing Shareholder Yield. By combining quantitative screening with fundamental analysis, we construct a financially robust portfolio with superior defensive capabilities, aiming for sustainable investment goals for our clients.
GENERAL INFORMATION
| Management Entity | PHFM |
| Asset Class | Securities |
| Ticker | FUEPHVNS |
| Exchange | HSX |
| Fund Type | Exchange-Traded Fund (ETF) |
| Management Fee | 0,75% NAV/year |
| Benchmark | VNSHINE |
| Creation Unit (Units/Lot) | 100.000 |
| Trading Frequency | Daily |
“SHAREHOLDER YIELD” INVESMENT STRATEGY
A truly high-quality business is defined not only by its ability to generate profits but also by its capacity to transform those profits into tangible value for shareholders. Our Smart Beta strategy focuses on three key pillars of defense and growth:
AUTHORIZED PARTICIPANTS AND DISTRIBUTION PARTNERS
Ho Chi Minh City Securities Corporation (HSC)
Mirae Asset Securities (Vietnam) Joint Stock Company
Vietcap Securities Joint Stock Company
Finhay Securities Joint Stock Company
Phu Hung Securities Corporation (PHS)
Bao Viet Securities Joint Stock Company (BVSC)
OCB Securities Joint Stock Company (OCBS)
FUND MANAGEMENT BOARD
Mr. Winston Lu
General Director
MBA (RSM), Financial Risk Manager Certification
With more than 20 years of experience in finance, Mr. Winston specializes in quantitative decision-making. He focuses on optimizing risk-adjusted returns and balancing exposure with potential alpha through rigorous risk management.
Ms. Ho Thuy Ai
Vice General Director
PhD in Economics, Lingnan University (Hong Kong SAR)
Master of Finance, ESCP Europe
Bachelor of Finance and Credit, Banking University of Ho Chi Minh City
Ms. Ho Thuy Ai possesses over 15 years of financial expertise to PHFM. She oversees Portfolio Management, Operations, and Compliance, ensuring sustainable growth through rigorous regulatory adherence and operational excellence.