Ashmore Group plc · LSE:ASHM
Ashmore — Shareholder Meeting (October 2013)
7 slides from Ashmore's shareholder meeting presentation, Oct 30, 2013
Slide 1: Ashmore Group plc Annual General Meeting 30 October 2013
Ashmore Group plc Annual General Meeting 30 October 2013
Slide 2: FY2012/13 Highlights
FY2012/13 Highlights • Assets under management US$77.4 billion at 30 June Assets under management (US$bn) 2013 (+22% YoY) - Record gross subscriptions of $27.2 billion (FY2011/12: 90 US$13.0 billion) 77.4 - Net subscriptions $13.4 billion (FY2011/12: US$1.3 80 billion) 65.8 70 63.7 • Net revenue £35
Slide 3: A consistent rationale for investing in Emerging Markets
A consistent rationale for investing in Emerging Markets •Strong economic fundamentals 5-6% GDP growth, GDP per capita 3-5x faster than US$7k, equivalent DM to DM in 1980 •Stability from greater political and fiscal accountability Stable inflation (~4%) and low 49% of global real interest GDP and ri
Slide 4: Outlook
Outlook •Emerging Markets: not a single homogeneous asset Diverse and growing investment universe 0 20 40 60 80 100 class - Diverse range of securities across more than 65 countries 1992 •Emerging Markets’ growth premium intact 2002 - Cyclical adjustment in certain countries, not a structural trend
Slide 5: Q1 2013/14 IMS Update
Q1 2013/14 IMS Update • Assets under management increased 1.4% to US$78.5 Assets under management (US$bn) billion - Net inflows of US$0.6 billion Actual Estimated Movement 30 June 2013 30 September Q1 vs Q4 (%) - Investment performance of US$0.5 billion 2013 External debt1 14.5 13.8 -4.8 • Broad-bas
Slide 6: Disclaimer
Disclaimer IMPORTANT INFORMATION This document does not constitute an offer to sell or an invitation to buy shares in Ashmore Group plc or any other invitation or inducement to engage in investment activities. Certain statements, beliefs and opinions in this document are forward-looking, which refle
Slide 7: Ashmore
Ashmore