Enduring Prosperity - Financial Services Growth Strategy slide image

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. 7
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