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Investor Presentaiton

Asset Quality Available for Sale Financial Assets ROI UK France Other Dec 17 (€bn) (€bn) (€bn) (€bn) (€bn) Dec 16 (€bn) Sovereign bonds 4.8 0.5 0.8 1.4 7.5 5.2 Senior debt 0.3 1.8 2.1 1.7 Covered bonds 0.2 0.6 0.4 1.9 3.1 3.5 Subordinated debt 0.3 0.1 0.4 0.3 Asset backed securities 0.1 0.1 0.1 Total 5.3 1.2 1.5 5.2 13.2 10.8 AFS Reserve 0.34 0.34 0.35 Portfolio 2017 2018 • During 2017, €1.8bn of Irish Government HTM bonds were reclassified to AFS Interest received on NAMA subordinated bonds IAS 39 IFRS 9 (€m) (€m) • Weighted average credit rating of the AFS portfolio is AAA to AA- NAMA • The Group's holding of €0.5bn of NAMA senior bonds at Dec 2016 was fully redeemed during 2017 • The Group holds NAMA subordinated bonds - €0.3bn nominal value, valued at 104% (Dec 16 - 98%) Interest coupon @ 5.264% Amortisation of previous impairment¹ On transition to IFRS 9, the previous impairment is treated as an adjustment to revenue reserves and is no longer amortised in the income statement (NIM impact c.2bps); the Group's capital position is unaffected 15 15 19 Recognised in Net Interest Income 34 15 Bank of Ireland Group 'In 2014, the Group revised its assumption as to future expected cash flows on the NAMA subordinated bonds, resulting in an impairment reversal of €70m 44
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