Enduring Prosperity - Financial Services Growth Strategy
Recent investment performance positions us well for the value
rotation
Proportion of strategies outperforming benchmark 1,2
Perpetual Asset Management Australia
TRILLIUM
ASSET MANAGEMENT
BH
BARROW HANLEY
GLOBAL INVESTORS
100% 100%
80%
62%
69%
71%
58%
60%
40%
92%
92%
92%
83%
67%
69%
57%
33%
17%
1 Yr
3 Yrs 5 Yrs
1 Yr
3 Yrs
5 Yrs
1 Yr
3 Yrs
5 Yrs
1 Yr
3 Yrs 5 Yrs
1 Yr
3 Yrs
5 Yrs
1 Yr
3 Yrs 5 Yrs
Equities
Multi-Asset
Credit and
Fixed income
Equities³
Equities³
Fixed income
Value style strategies
Defensive/income strategies
ESG strategies
Value style strategies
Defensive/income
strategies
1. Performance as at 31 March 2022. 2. Past performance is not an indicator of future performance See www.perpetual.com.au, www.barrowhanley.com and www.trilliuminvest.com for relevant performance. PAMA investment returns, net of management costs
have been calculated on the growth of Net Tangible Assets (NTA) after taking into account all operating expenses (including management costs) and assuming reinvestment of distributions on the ex-date. Trillium and Barrow Hanley results reflect performance
on a gross basis. The product disclosure statements (PDS) or disclosure document of any of the capabilities or funds should be considered before deciding whether to acquire or hold units in any such offering. 3. Trillium includes US Equities and Global
Equities, Barrow Hanley equities includes US Equities and Global Equities. These strategies are available to US investors only.
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