In pursuing Khazanah’s overall mandate, our investments are organised based on the following investment structure: Investments Portfolio, Dana Impak Portfolio, Developmental Assets, and Special Situations each established with distinct objectives, policies and strategies as defined in our Investment Policy statement.
|
Overall Khazanah Portfolio |
|||
|---|---|---|---|
| Investments Portfolio | Dana Impak Portfolio | Developmental Assets | Special Situations |
|
RM126.2b RAV1 Investments with commercial returns expectations |
RM6.0b allocated Investments with clearly defined targeted socioeconomic outcomes |
RM5.1b RAV1 Long term developmental investments with the potential to deliver economic impact |
Assets which require turnaround in terms of profitability and sustainable operating cash flows
|
|
Continue portfolio rebalancing efforts towards the target Strategic Asset Allocation (“SAA”) |
Plan and execute investments across the 6 identified themes to deliver measurable socioeconomic impact |
Continue shepherding companies towards long-term financial sustainability |
Active management to resolve assets faced with severely challenging situations |
1RAV: Realisable Asset Value; as at 31 Dec 2023
RAV1
RM140.9bn
2024
6-yr Rolling
(Annualised)
NAV2 TWRR
6.2%
We invest in a diverse range of local and global assets under our Investments Portfolio with the aim of generating maximum long-term risk-adjusted returns and growing our financial assets.
Despite facing significant macroeconomic challenges over the last few years, such as rising inflationary pressure, aggressive monetary tightening by the US Federal Reserve, and the ongoing energy crisis resulting from the Russia-Ukraine war, our portfolio performance demonstrated resilience. Our proactive approach to portfolio diversification played a crucial role in mitigating the impact of the economic downturn.
Our investments in Real Assets and Private Equity provided stability, while our focus on companies in Malaysia’s public sector yielded strong returns, highlighting the value of our long-term growth and value creation strategy.
