IAM's Financial Overview and Growth Strategy

Sophisticated Institutional and Advisor client base Institutional 12% 13% 39% £82bn 14% 21% £121bn AUM Pension Funds Institutional Public Bodies (inc. SWFs)¹ 68% ■Insurers ■ Corporates / Other 2 ■Investment in Mutual Funds Advisor 8% Advisor 32% 19% 35% £39bn 38% Retail Groups / IFAs 3 Wealth Managers / Private Banks ■SA Fund Platform ■ Other 4 26 Notes: AUM as at 30 September 2019. May not calculate precisely due to rounding. 1. "SWFs" represent Sovereign Wealth Funds; 2. "Other" represents c.1% of Institutional clients; 3. "IFAs" represent Independent Financial Advisers; 4. "Other" represents sub-advised and legacy direct book.

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