{"id":67140,"date":"2026-07-08T19:51:59","date_gmt":"2026-07-08T11:51:59","guid":{"rendered":"https:\/\/sgbuzz.com\/?p=67140"},"modified":"2026-07-08T19:51:59","modified_gmt":"2026-07-08T11:51:59","slug":"temaseks-net-portfolio-value-grows-10-5-to-s518-billion-mideast-conflict-dampens-gains","status":"publish","type":"post","link":"https:\/\/sgbuzz.com\/?p=67140","title":{"rendered":"Temasek\u2019s net portfolio value grows 10.5% to S$518 billion; Mideast conflict dampens gains"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<p dir=\"ltr\"><span>\u201cOur NPV (net portfolio value) would have been about 2 per cent higher if not for the impact of these events on public markets,\u201d he said.<\/span><\/p>\n<p dir=\"ltr\"><span>Mr Pillay noted that public market valuations bounced back in April and May.<\/span><\/p>\n<p dir=\"ltr\"><span>\u201cThe vast majority of losses was recovered, which gives us confidence that our public markets strategies remain relevant for longer-term portfolio performance,\u201d he said.<\/span><\/p>\n<h2>ACTIVE YEAR OF INVESTMENTS<\/h2>\n<p dir=\"ltr\"><span>More than 40 per cent of Temasek\u2019s portfolio is made up of Singapore-based companies including DBS, Singtel and Singapore Airlines.<\/span><\/p>\n<p dir=\"ltr\"><span>Key divestments by Temasek include the sale of Dutch company Axia Vegetable Seeds and Schneider Electric India.<\/span><\/p>\n<p dir=\"ltr\"><span>It also divested its controlling stake in US-headquartered Global Health Exchange but has a continuing interest in the business.<\/span><\/p>\n<p dir=\"ltr\"><span>The company invested S$51 billion and divested S$31 billion, making a net investment of S$20 billion.<\/span><\/p>\n<p dir=\"ltr\"><span>In the near-term, the firm intends to increase its investments in artificial intelligence,<strong> <\/strong>core-plus infrastructure and private credit.<\/span><\/p>\n<p><span>Core-plus infrastructure refers to investments in energy-transition assets and digital infrastructure that typically have slightly higher returns than traditional infrastructure projects.<\/span><\/p>\n<p dir=\"ltr\"><span>Temasek\u2019s one-year total shareholder return was 10.5 per cent in Singapore dollar terms, and 14.8 per cent in US dollar terms.<\/span><\/p>\n<p dir=\"ltr\"><span>The strength of the Singapore dollar had reduced the one-year total shareholder return figure by around 2 percentage points, Temasek said.<\/span><\/p>\n<p dir=\"ltr\"><span>The five-year shareholder return was 4.6 per cent, weighed down by headwinds in China\u2019s capital markets from 2021 to 2024.<\/span><\/p>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<p>In the longer term, the 20-year total shareholder return was 6.8 per cent, down from 7.4 per cent in 2025, while the 10-year shareholder return was 7.1 per cent, up from 5.8 per cent last year.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><br \/>\n<center><br \/>\n<br \/><a href=\"https:\/\/www.channelnewsasia.com\/singapore\/temasek-review-portfolio-performance-mideast-conflict-6238041\" target=\"_blank\" rel=\"noopener\">Read Full Article At Source <\/a><br \/>\n<center\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cOur NPV (net portfolio value) would have been about 2 per cent higher if not for the impact of these events on public markets,\u201d he&#8230;<\/p>\n","protected":false},"author":1,"featured_media":67141,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/dam.mediacorp.sg\/image\/upload\/s--8wGYJ-vf--\/c_crop,h_900,w_1600,x_0,y_29\/c_fill,g_auto,h_676,w_1200\/fl_relative,g_south_east,l_mediacorp:cna:watermark:2021-08:cna,w_0.1\/f_auto,q_auto\/v1\/mediacorp\/cna\/image\/2024\/07\/08\/temasek_office_in_singapore.jpeg?itok=eZvp01B2","fifu_image_alt":"","footnotes":""},"categories":[2],"tags":[1242,8427,26182,8555,1240,17364,1218,2055,26181,26171],"class_list":["post-67140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-buzz-news-sg-global","tag-billion","tag-conflict","tag-dampens","tag-gains","tag-grows","tag-mideast","tag-net","tag-portfolio","tag-s518","tag-temaseks","wpcat-2-id"],"_links":{"self":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts\/67140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=67140"}],"version-history":[{"count":0,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/posts\/67140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=\/wp\/v2\/media\/67141"}],"wp:attachment":[{"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=67140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=67140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sgbuzz.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=67140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}