Asian Investment Shifts from Urbanization to AI Infrastructure... VI Asset Management Changes Fund Name

A leading Asian investment fund is getting a new look. This move reflects the rapid shift in the Asian investment paradigm from "physical urban development" to "digital and AI-driven industrial advancement."

On January 12, VI Asset Management announced that it will change the name of its fund, which has been managed for 18 years as "VI Asia Blue-Chip Companies in Urbanization," to "VI Asia Next Infra."

The background for the name change lies in the transformation of Asian countries' economic structures. The core theme at the time of the fund's launch, "early-stage urbanization," is now considered to have reached maturity in most Asian countries.

The next step for the Asian market is industrial advancement based on artificial intelligence (AI) and the construction of next-generation infrastructure to support it. VI Asset Management decided to change the name, recognizing that the term "urbanization" no longer adequately reflects the current investment targets and future vision.

The fund's portfolio has already undergone a transformation. The investment focus has shifted from traditional infrastructure companies, such as those in roads and ports, to companies driving industrial advancement, including those in the AI value chain, data centers, and smart grids.

Although the name is changing, the stability of fund management will remain unchanged. The same management team will continue to lead the fund, and the benchmark index (MSCI AC Asia Pacific ex Japan 90% + Call 10%) will also remain the same. This will allow existing investors to track fund performance without confusion.

A representative from VI Asset Management stated, "Changing the fund name is not just about rebranding; it clearly shows where the growth axis of the Asian economy is shifting." The representative added, "In line with the name 'Asia Next Infra,' we will identify key Asian companies leading AI and technological innovation and generate strong, long-term returns."