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Investor Presentation

INCOME STATEMENT Unaudited six months 31 Mar 2021 Unaudited six months 31 Mar 2020 30 Sept 2020 Average AuM (Em) 11,819 9,928 10,110 Closing AuM (Em) 12,602 9,145 10,608 Premier Miton INVESTORS Audited year to AuM increased by 19% on the opening position for the period Net inflows in the period were £359m (2020 HY: £389m net outflows) Net revenue 38.5 33.4 66.8 Net management fee 64.2 67.4 65.9 margin (bps) Administration expenses (26.6) (21.3) (44.4) Adjusted PBT 11.9 12.2 22.4 Amortisation (2.4) (2.1) (4.5) Exceptional/merger- (1.3) (3.1) (4.7) related costs Share-based payments (2.1) (1.6) (3.6) Profit before tax 6.2 5.3 9.6 Net revenue increase driven by higher average AuM and a full six-month contribution from the former Miton funds Net management fee margin was 64.2bps reflecting the change in the AuM mix of the Group Administration expenses increased by 25%, these are detailed further on page 9 Amortisation includes a full six months of charge for the intangible assets recognised upon merger Merger completed in the period with £1.2m of non-recurring costs recognised (2020 HY: £3.0 million) Investor presentation 8
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