Stock & Unit Trust Portfolio Update Mar 2013

Continuing on from Stock Portfolio Update Jun 2012,

• 7-8 Mar 2013
  Stag Mapletree Greater China Commercial Trust IPO on second day of trading

Portfolio Review 1Q13

Currently holding on to 8 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5-6, Portfolio Review 1Q11 for 7 and Portfolio Review 4Q12 for 8):

1. FrasersCT
2. PLife
3. Starhill
4. Cache
5. First REIT
6. Sabana
7. Cambridge
8. Sembmarine

Next portfolio review due after 30 June 2013.

Note to self: only simple P/L calculated