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
Please note that this video was recorded on 28 January 2026.