UEM is focused on investing predominantly in listed infrastructure and utilities in the emerging markets. UEM’s benchmark agnostic, bottom up investment approach enables UEM to deliver a unique and diversified investment opportunity providing attractive long term investment returns.
Top 30 Holdings
as at 31 October 2024
| Rank | Company | Country | Megatrend | Sector | Gross Assets |
|---|---|---|---|---|---|
| 1 | International Container Terminal Services Inc | The Philippines |
Global Trade
|
Port operator and provider of shipping services
|
5.3% |
| 2 | FPT Corporation | Vietnam |
Digital Infra
|
Data services
|
5.2% |
| 3 | Orizon Valorizacao de Residuos S.A. | Brazil |
Social Infra
|
Waste treatment
|
4.1% |
| 4 | Alupar Investimento S.A. | Brazil |
Energy Growth and Transition
|
Electricity generation and transmission
|
4.0% |
| 5 | InPost S.A. | Poland |
Digital Infra
|
Logistics operator
|
3.6% |
| 6 | Santos Brasil Participacoes | Brazil |
Global Trade
|
Port operator
|
3.4% |
| 7 | India Grid Trust | India |
Energy Growth and Transition
|
Electricity transmission
|
3.3% |
| 8 | Cia de Saneamento Basico do Estado de Sao Paulo (Sabesp) | Brazil |
Social Infra
|
Water and waste treatment
|
3.1% |
| 9 | Manilla Water Company | The Philippines |
Social Infra
|
Water
|
3.0% |
| 10 | KunLun Energy Company | China |
Energy Growth and Transition
|
Gas transmission
|
2.6% |
| 11 | VinaCapital Vietnam Opportunity Fund | Vietnam |
Social Infra
|
Investment fund
|
2.5% |
| 12 | Serena Energia S.A. | Brazil |
Energy Growth and Transition
|
Renewable energy
|
2.3% |
| 13 | Umeme | Uganda |
Social Infra
|
Electricity distribution
|
2.3% |
| 14 | Korean Internet Neutral Exchange (KINX) | South Korea |
Digital Infra
|
Data services
|
2.3% |
| 15 | Centrais Eletricas Brasileiras S.A. (Eletrobras) | Brazil |
Energy Growth and Transition
|
Electricity generation and transmission
|
2.2% |
| 16 | TAV Havalimanlari Holding | Turkey |
Social Infra
|
Airport operator
|
2.1% |
| 17 | Aguas Andinas S.A. | Chile |
Social Infra
|
Water and waste treatment
|
2.0% |
| 18 | Ocean Wilsons Holdings | Brazil |
Global Trade
|
Ports and logistics
|
2.0% |
| 19 | Sonatel | Senegal |
Digital Infra
|
Telecommunications operator
|
1.8% |
| 20 | Rumo S.A | Brazil |
Global Trade
|
Rail-based logistics operator
|
1.7% |
| 21 | Shanghai International Airport | China |
Social Infra
|
Airport operator
|
1.7% |
| 22 | Citic Telecom International Holdings Limited | Hong Kong |
Digital Infra
|
Telecommunications operator
|
1.7% |
| 23 | SUNeVision Holdings | Hong Kong |
Digital Infra
|
Data services
|
1.5% |
| 24 | Holding Bursatil Regional | Colombia |
Digital Infra
|
Stock Exchange
|
1.5% |
| 25 | Powergrid Infrastructure Investment Trust | India |
Energy Growth and Transition
|
Infrastructure company
|
1.4% |
| 26 | China Gas Holdings | China |
Energy Growth and Transition
|
Gas distributor
|
1.3% |
| 27 | Telelink Business Services Group | Bulgaria |
Digital Infra
|
Technology
|
1.2% |
| 28 | Interconexion Electrica S.A. E.S.P. | Colombia |
Energy Growth and Transition
|
Electricity generation and transmission
|
1.2% |
| 29 | Vietnam Holding Limited | Vietnam |
Social Infra
|
Investment fund
|
1.2% |
| 30 | Terna Energy | Greece |
Energy Growth and Transition
|
Renewable energy
|
1.1% |