Portfolio
An Asia-anchored portfolio with selective global exposure.
We allocate capital across six defined areas of long-term opportunity, with a clear centre of gravity in ASEAN and wider Asia.
01 / Portfolio allocation
A portfolio anchored in Asia.
ASEAN and wider Asia are our centre of gravity, complemented by selective exposure to innovation and growth in global markets.
Geography
Portfolio allocation by geography.
As at 30 June 2026Basis: Invested capital at cost
Allocation by investment area.
The allocation uses the same six-area taxonomy as the Focus chapter.
As at 30 June 2026Basis: Invested capital at cost
02 / Investment areas
Six areas of long-term opportunity.
Our focus is where structural change, scarcity, technological progress and enduring human needs create investable opportunity.
03 / Contact