AUL FY21 Investor Presentation
W&CM highlights
180 Australian
YEARS
Unity
Real Wellbeing
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Investments
FUMA of $10.46b
(2020: $8.22b), with
positive net flows from
retail, middle and
institutional markets and
strong investment
performance across key
product areas
Launched Future of
Healthcare Fund and
grew the Green Bond
Fund to $178.0m
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Group's investment
portfolio of $937.0m
(2020: $811.7m),
including capital stable
and highly liquid
insurance reserves
•
Weighted average
investment returns of the
Group's investment
portfolio of 1.8% for the
year reflected resilient
performance across a
diverse array of
investment activities in a
challenging environment
AUL FY21 Investor presentation
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Property
Assets under management
increased to $4.10b (2020:
$3.52b)
Multi-year development pipeline
at $1.25b (2020: $1.29b)
Lending and debt facilities on
behalf of investors of $1.57b
(2020: $1.37b)
Achieved major milestone at
$1.1b Herston Quarter precinct,
with practical completion and
commercial acceptance of the
Surgical, Treatment and
Rehabilitation Service (STARS)
public hospital
Healthcare Property Trust (HPT)
increased FUM to $2.64b
(2020: $2.20b) and posted a
total return of 28.1% (wholesale
units) for the year
NorthWest/GIC consortium
withdrew proposal to acquire
100% of HPT units
Specialist Disability
Accommodation Fund settled
31 dwellings and has 8 parcels
of land for development, with a
combined value of completed
and dwellings committed or
under construction totalling
$118.1m
Diversified Property Fund posted
a return of 19.6%
Life & Super
Funds under management
and administration of $2.51b
(2020: $2.27b)
Sales reached $207.4m
(2020: $217.5m)-a
significant outcome in an
extremely low interest rate
environment and during the
pandemic
Continued growth in the
direct-to-consumer market,
with the 10Invest Investment
Bond and launched the co-
branded Platinum
Investment Bond with
Platinum Asset Management
Continued leading position in
pre-paid funeral market with
FUM of $714.2m
(2020: $736.2m) across
90,000+ clients
Advice
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171 advisers (2020: 176)
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FUA growth to $9.36b
(2020: $7.14b), and
personal life insurance
premiums in-force up to
$74.6m (2020: $69.0m)
Revenue increased
8.4% to $65.4m (2020:
$60.4m)
Separately managed
(SMA) investment
accounts constructed by
the Advice business grew
in FUM to $716.5m
(2020: $391.8m)
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Trustees
Established pipeline of
estates, trusts and
protected persons
opportunities enabled
continued inflows of new
clients and associated
revenue-with a notable
uplift in this pipeline in the
second half of the year
Funds under management
grew by 6.5%
Increased size of will bank
nationally, with a healthy
percentage of executor,
trustee and enduring
power of attorney
appointments in estate
plans written enhancing its
latent value
Figures at 30 June 2021, unless otherwise noted
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