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Reports

Monthly Net Worth Statement · Apr 2026

Period: 1 Apr 2026 → 30 Apr 2026 · Generated 3 May 2026

Net worth grew +2.1% MoM to SGD 2.50B, driven primarily by a +3.4% gain in the equity sleeve and partially offset by an additional SGD 18M of capital deployed into Clearlake VIII. Liquid reserves held above the policy minimum of 8% NAV throughout the month.

Net worth components (SGD)

BucketStart MTDEnd MTDChange
Listed equities1.40B1.45B+SGD 50M
Fixed income480M478M-SGD 2M
Private markets320M335M+SGD 15M
Alternatives90M92M+SGD 2M
Cash & MM245M252M+SGD 7M
Liabilities(60M)(52M)+SGD 8M
NAV2.45B2.50B+SGD 50M

Period income

  • Distributions from listed securities: SGD 6.4M
  • Money-market interest received: SGD 1.6M
  • Interest paid on liabilities: (SGD 0.8M)
  • Various income / FX gains: SGD 0.2M
  • Net income: SGD 7.4M

Notes

  • Three PE GPs published Q1 NAV updates; values pulled forward to 31-Mar marks.
  • Two reverse-convertible notes in the EUR sleeve are within 6% of knock-out; risk team flagged for monitoring.
  • No legal events outstanding; KYC refresh for Whitford HK Ltd remains in the legal queue (assigned to Marcus Lim).
Aspire Intelligence · Generated 3 May 2026 · Confidential

Sources

Snapshot as of
12 May 2026
Reporting currency
SGD
Custodians connected
3
Generated
3 May 2026
Reporting window
1 Apr → 30 Apr
Documents in window
8 (7 reconciled)
Failed reconciliation
1
Model
default
DocumentKindCustodianUploadedStatus
BainCapitalAsia_V_DistributionNotice_2026Q1.pdfDistribution—23 AprReconciled
UBS_TradeConfirm_0700HK_Buy_2026-04-22.pdfTrade ConfirmUBS Hong Kong22 AprReconciled
Clearlake_Capital_VIII_CapitalCall_2026Q1.pdfCapital Call—20 AprReconciled
DB_TradeConfirm_NVDA_Sell_2026-04-18.pdfTrade ConfirmDeutsche Bank Singapore18 AprReconciled
WhitfordFamilyTrust_SG_TaxReturn_FY2025_Acknowledgement.pdfTax Doc—14 AprReconciled
Clearlake_CapitalPartners_VIII_K1_FY2025.pdfK-1—9 AprReconciled
KKR_AsianFund_IV_K1_FY2025.pdfK-1—4 AprReconciled
DB_Singapore_CustodyStatement_2026_Mar.pdfCustody StatementDeutsche Bank Singapore1 AprReview