Trusts In Focus: Ashoka WhiteOak Emerging Markets

In this episode of Trusts in Focus, we take a look through the recent half-year results released by Ashoka WhiteOak Emerging Markets (AWEM). We recap AWEM's investment process and how it uses a proprietary analytical framework to ensure it focuses on the highest-quality companies in the emerging market universe, explain the trust's approach to investing in the Chinese economy and round up new additions to the portfolio including a gold miner listed in Canada. 00:00 Introduction 00:22 AWEM's investment process 00:58 Taking you through AWEM's half-year results 01:28 How India has weighed on relative returns 02:00 AWEM's approach to investing in China and the benefits of owning companies in developed markets 02:55 New additions to AWEM's portfolio 03:26 What is AWEM's proprietary analytical framework? 04:03 Further information 04:20 Risk warning Read our latest research on AWEM - https://www.trustintelligence.co.uk/investor/articles?fund_id=1874 Visit the AWEM website – https://www.awemtrust.com/ Please note that this video was recorded on 28 January 2026.