Perpetual Limited · ASX:PPT
Perpetual — UBS Financial Services Conference 2005
10 slides from Perpetual's conference presentation, Jun 23, 2005
Slide 1: UBS Financial Services Conference
Perpetual Trustees Australia Limited (‘Perpetual’) UBS Financial Services Conference 23 June 2005 Sydney John Nesbitt CFO Perpetual repens
Slide 2: The Australian Equities team delivers consistent outstanding performance
The Australian Equities team delivers consistent outstanding performance Excess over benchmark (pre-fees) Variance to benchmark (3 Year Rolling Excess Performance) 10.0%7 8.0 Australian Share Fund 6.04 Performance 4.05 J ist Quartile 204 Performers- ° Mercers Universe 0. 0 T T T T T T T T T T T T T
Slide 3: Perpetual is an ASX 100 company and largest independent wealth manager in Australia
Perpetual is an ASX 100 company and largest independent wealth manager in Australia m ~$26 billion FUM as at May 2005 m ~$140 billion FUA in securitisation as at May 2005 m Trading revenues have nearly tripled from ~A$100 million at June 1997 to ~A$300 million at June 2005 m Market capitalisation ~$
Slide 4: Perpetual actively participates in two industries
Perpetual actively participates in two industries
Slide 5: In Wealth Management we focus on the 'value-add' ends of the value chain
In Wealth Management we focus on the ‘value-add’ ends of the value chain oe Our focus Manufacturing of Investment Returns = Asset managers who can continue to m Consolidated w Advisers can craft add alpha will be able to differentiate reporting by value proposition themselves frorn competitors and a
Slide 6: Strong growth is expected in pre and post retirement assets
Strong growth is expected in pre and post Australian retirement assets Australian Managed Fund Market Overview mw Australian managed fund industry Total Superannuation Funds by Year $ Billion totals $720b with historical annual growth of 9.2% m Superannuation assets make up 80% of total market of wh
Slide 7: Perpetual's strategy
Perpetual’s strategy IL Develop new growth engines lll. Fully engage our people to deliver our strategy
Slide 8: Expanding our asset management footprint
Expanding our asset management footprint Styles Hedge Funds Private Equity sang aa Cab Global fe as Hedge Funds Global Deane tal binds Styles Hedge Funds Emerging Hedge Funds Broad Direct Property Vanilla Bonds uo Skills we currently possess
Slide 9: Perpetual has created its own global equities business
Perpetual has created its own global equities business Business « Manufacture a focused range of global equities products Strategy . a Distribution of these products to: includes: Retail and institutional investors in Australia Institutional investors outside of Australia Perpetual Trustees Australi
Slide 10: Why Perpetual?
Why Perpetual? « Independent wealth manager m ‘Fund Manager of the Year’ for four out of the last five years a Recognised top performer in Australian equities a One of Australia’s largest wealth management ‘pure plays’ a Global option recently initiated