IAM's Financial Overview and Growth Strategy slide image

IAM's Financial Overview and Growth Strategy

100% 50% 1 year 3 years 5 years 10 years 17 100% 50% FY00H 100% 50% 100% Overall firm outperformance¹ 50% FY05 Proven investment performance track record FY10 FY15 HY20 Latest outperformance 1,2 Mutual funds outperformance³ 77% 93% 64% 75% 54% 1 year 3 years 5 years 10 years 63% 72% 53% Notes: 1. Outperformance (underperformance) is calculated as the sum of the total market values for individual portfolios that have positive active returns (negative active returns) on a gross basis expressed as a percentage of total AUM. Our % of fund outperformance is reported on the basis of current AUM and therefore does not include terminated funds. Total AUM exclude double-counting of pooled products and third party assets administered on our South African platform. Benchmarks used for the above analysis include cash, peer group averages, inflation and market indices as specified in client mandates or fund prospectus. For all periods shown, market values are as at the period end date; 2. Investment performance data as at 30 September 2019; 3. Fund performance and ranking as per Morningstar data using primary share classes net of fees to 30 September 2019. Peer group universes are either IA, GIFS or ASISA sectors as classified by Morningstar. Cash or cash-equivalent funds are excluded from charts. 1st quartile 3rd quartile 2nd quartile 4th quartile % % in 1st and 2nd quartile
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