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Investor Presentaiton

27 Wealth & Capital Markets highlights* Australian Unity m Property Assets under management increased to $3.0 billion (2018: $2.8 billion) Pipeline of property development of $1.3 billion (2018: $1.3 billion) Managing lending and debt facilities on behalf of investors of $1.6 billion (2018: $1.7 billion) Healthcare Property Trust increased assets under management to $1.6 billion (2018: $1.5 billion) with a return of 9.3% for the year Life & Super Assets under management and administration of $2.3 billion (2018: $2.2 billion) Sales reached $221.5 million (2018: $216.2 million) As at 31 March 2019, the business remained number one in the investment bond sector in terms of assets under management with 27.3% of funds under management High Court of Australia finding in favour of Lifeplan in Ancient Order of Foresters in Victoria Friendly Society Limited (Foresters) v Lifeplan Australia Friendly Society Limited. Judgement amount was on an "Account of Profits" basis resulting in a favourable outcome to the Group Investments ā˜ Funds under management (FUM) of $6.0 billion (2018: $5.6 billion) Investments' joint venture partner Acorn Capital Limited launched the Acorn Capital Expansion platform, which will invest in emerging Australian companies, with $52.0 million provided by investors in its initial capital raising Investment portfolios of the Group approx. $680.0 million, including capital stable and highly liquid insurance reserves, achieving a weighted aggregate return of 3.4 percent (2018: 2.8 percent). Advice New leadership team established, with a focus on positioning the business for sustainable growth and operational scale supported by enhanced supervision, investment and technical functions Advice revenue increased 6.3% to $58.3 million for the year (2018: $54.8 million) Decrease in adviser numbers (including limited authorised representatives) to 184 (2018: 194) Trustees Continued implementation of a new operating system, designed to support and strengthen service and operations capabilities Establishment of three common investment funds with $124.1 million of clients' funds invested Completion of program to reduce the legacy book resulted in a reduction in active FUM and trusteeship to $325.2 million (2018: $360.7 million) due to the closure of legacy estates and the appointment of more suitable administrators for some protected persons - clients Figures at 30 June 2019, unless otherwise noted Health Wealth | Living
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