Ashmore Emerging Markets Strategy Phase 3 slide image

Ashmore Emerging Markets Strategy Phase 3

Seed capital Total value of seed capital programme ~£345 million Seed capital movement (£m) 336.8 Market value of £334.8 million (30 June 2021: £336.8 million) - Undrawn commitments of £8.5 million P&L gain of £25.2 million (H1 2020/21: £49.3 million), predominantly unrealised at period end . Diversified portfolio - Increased valuations for alternatives investments more than offset lower mark-to-market on liquid themes 6.1 Ashmore 40.1 32.0 334.8 30 June 2021 Investments Realisations Market movement 31 December 2021 . • New investments of £6.1 million to support growth in local asset management platforms Redemptions of £40.1 million to match client flows into equity funds and distributions following realisations in alternatives theme Seed capital has supported funds representing -10% of Group AuM (US$9 billion) Diversified portfolio (% of market value) 42% 4% 8% ■External debt ■Local currency 13% Corporate debt 26% 7% ■Blended debt ■ Equities ■Alternatives 32
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