Enduring Prosperity - Financial Services Growth Strategy
Recent operational highlights¹
Execution of strategy delivering positive outcomes
%
-80%
of all strategies²
outperformed their
benchmarks over 3
years³
7 years
on track to deliver
strongest year of
intermediary flows in
PAMA in 7 years
میرا
17
consecutive halves
of net inflows for
Perpetual Private
No. 1
Zenith
Fund Manager
of the Year4
A$1bn+
net flows for Trillium
over 12 months5
$1tr
new milestone for
Perpetual Corporate
Trust FUA6
1. To be read in conjunction with our Q3 Business Update dated 21 April 2022. 2. Includes both PAMI and PAMA. Please refer to slide 7 for further performance information. 81% of PAMI strategies and 79% of PAMA strategies outperformed their benchmarks over
3 years. 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. 3. Past performance is not an indicator of future performance. 4. The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL
226872) and are determined using proprietary methodologies. See slide 2 for full disclaimer. 5. From all sources, all regions, translated at AUD:USD 0.75 as at 31 March 2022. 6. Funds under administration as at 31 March 2022
5View entire presentation