Sector

Capital allocation guidelines

Target sub-sectors

Consumer

20% - 40%

• Healthcare goods & services
• Education
• Communications
• Food services
• Mass & ‘status’ retail
• Media

Industrials

20% - 50%

• Food & beverages production & processing
• Consumer goods manufacturing
• Feeder industries manufacturing
• Construction & building materials production & processing

Business & financial services

15% - 20%

• Consumer finance
• Pre-payment
• Insurance
• Electronic payments processing
• Leasing
• Logistics
• Business process outsourcing
• Software development