Temasek Holdings' net portfolio grew 19% to $266b in FY3/15, compared to the 1.5% gain in FY14.
Among its SGX-listed major investments are 12 primary listings, which has averaged a 2.6% dividend-inclusive gain year-to-date. The stocks also maintain a 3.2% dividend yield and average three year returns of 26.1%.
Do note that this is not the exclusive number of stocks within the Temasek portfolio, as only the direct ownership stakes are listed.
ie. The 11.8% indirect stake in SingPost would not be reflected listed as its indirectly-owned through Temasek's 51.2% stake in SingTel.
The 12 counters are:
- SingTel
- DBS
- CapitaLand
- Keppel Corp
- SIA
- ST Engineering
- Sembcorp Industries
- Olam
- SATS
- Neptune Orient Lines
- SMRT
- STATS ChipPAC
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