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 quartileView entire presentation