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Investor Presentaiton

AUSTRALIA HOME LOANS PORTFOLIO GROWTH HOME LOAN FUM COMPOSITION 1,2,3,4 LOAN BALANCE & LENDING FLOWS¹ $b $b 281 278 275 5 269 '5' 265 264 6 8 22 '7' 21 21 5 31 26 22 8 10 14 17 60 60 62 62 62 62 57 40 62 54 52 186 185 180 161 164 168 14 4 48 275 278 -63 Sep-20 New Sales excl. Refi-In Net OFI Refi Redraw & Interest Repay / Other Sep-21 MARKET SHARE5 % 14.7% 15.1% 14.1% 14.3% 14.5% 13.4% 13.4% 13.4% 13.9% Mar-19 Sep-19 Inv P&I Mar-20 OO I/O Sep-20 Inv I/O Mar-21 Sep-21 Equity Manager Based on Gross Loans and Advances. Includes Non Performing Loans Owner Occupied Sep-19 Investor Sep-20 Aug-21 Total The current classification of Investor vs Owner Occupied is based on ANZ's product category, determined at origination as advised by the customer and the ongoing precision relies primarily on the customer's obligation to advise ANZ of any change in circumstances OO P&I 1. 2. 345 3. 4. 5. Interest Only (I/O) is based on customers that request a specific interest only period and does not include loans being progressively drawn e.g. construction ANZ Equity Manager product no longer offered for sale as of 31 July 2021 Source: APRA Monthly Authorised Deposit-Taking Institutions Statistics (MADIS) to Aug 21 ANZ 105
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