Investor Presentaiton
Decade of transformation for the Dexus business
Total funds under management
Investment portfolio vs. third-party FUM
$27bn
Third-party funds under management
By sector exposure
$61bn
$6bn
$14bn
$44bn
-1%
5%
Other
15%
11%
25%
Infrastructure
3%
Healthcare
34%
71%
51%
18%
Industrial
28%
Office
51%
$13bn
51%
37%
Third-party FUM
46%
29%
49%
22%
Retail
Investment portfolio
54%
FY13
FY18
FY23
FY13
FY18
FY23
13
Note: Figures as at 30 June 2023.
Population growth will support continued urbanisation
Australian population
14
The Australian population
is forecast to grow
c.50% by 2063
2002
forecast
26.5m
15.4m
40.5m
1983
2023
2063F
We manage assets that are with you when you need ...
Workspace
Health
Social
Transport
TT Energy
Living
dexus
dexus
AIRE ROVAL
dexus is well positioned to benefit from growth in cities
Source: Australian Government Intergenerational Reports (2002 and 2023), Australian Bureau of Statistics.
8
2023 Dexus Investor DayView entire presentation