Enduring Prosperity - Financial Services Growth Strategy
Our unique combination of businesses provides earnings resilience
~30% of group revenue not linked to investment markets
Corporate Trust: provides critical infrastructure across the
financial services market
Provides a broad range of fiduciary, agency and digital products to the debt
capital markets and managed funds industries both domestically and
internationally
Delivered 15% UPBT 10-year CAGR¹
.
Over $1 trillion in funds under administration²
Named "Trustee of the Year" for the 6th consecutive year³
Non-market linked revenue5 versus All Ordinaries and MSCI
World indices over 5 years
$millions
200
180
160
Base 100: FY17
200
180
160
140
140
Perpetual Private: a highly respected advisory business focused
on HNW4 individuals, businesses and not-for-profits
120
120
100
80
HNW4 advisory services across financial advice, portfolio management, risk,
estate administration, trustee services and tax and accounting
100
60
•
One of Australia's largest managers of philanthropic funds
80
40
64
• 31% of revenue in FY21 from non-market related sources driven by accounting
and fiduciary advice and services
FY17
FY18
FY19
FY20
FY21
•
Delivered the 17th consecutive half of net inflows in 1H22
PPT non-market linked revenue (LHS)
MSCI World Index (base FY17) (RHS)
All ordinaries (base FY17) (RHS)
1. 10-year compound annual growth rate taken at 31 December 2021, based on first half results in each reporting period. 2. As at 31 March 2022. 3. Trustee of the Year awarded by KangaNews. All rights reserved 2021. 4. HNW stands for high-net worth. 5.
Total non-market linked revenue is the sum of Perpetual Corporate Trust total revenue and Perpetual Private non-market related revenue in each year. 6. ASX All Ordinaries and MSCI World index values are charted on a quarterly basis, using FY17 as the
base.
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