Perpetual Limited · ASX:PPT
Perpetual — Perpetual Trustees Australia — Shareholder Meeting (October 2001)
16 slides from Perpetual's shareholder meeting presentation, Oct 23, 2001
Slide 1: Perpetual Trustees Australia Limited Annual General Meeting
Perpetual Trustees Australia Limited Annual General Meeting 23 October 2001
Slide 2: PrP
PrP
Slide 3: Address to Shareholders - Chairman
Perpetual Trustees Australia Limited Address to Shareholders R John Lamble AO - Chairman 23 October 2001
Slide 4: PrP
PrP
Slide 5: Address to Shareholders - Managing Director
Perpetual Trustees Australia Limited Address to Shareholders Graham Bradley - Managing Director 23 October 2001
Slide 6: Revenue and Profits Growing
Revenue and Profits Growing 40.3 32.6 dun 97 [ @ Revenue BEBITDA ] Financial year ended Jun 98 Jun 01 Perpet oy ha
Slide 7: 2000 - 2001 Highlights
2000 - 2001 Highlights • Sale of Perpetual Fund Services to Royal Bank of Canada • Acquisition of AXA Trustees • 100% ownership of Wilson Dilworth • Focus on wealth management and corporate trust businesses
Slide 8: Segment Results
Segment Results • Wealth Management – Revenues $169 million - up from $130 million – 80% of total EBITDA • Outsourced Support Services – Revenues $113 million - up from $110 million – EBITDA $18.2 million - down from $26.9 million
Slide 9: Revenue Sources
Revenue Sources Other income 5 Corporate Trust 15 Investments 50 Personal Financial Services 30
Slide 10: Perpetual Investments
Perpetual Investments • Revenues increased to $105 million - up from $70 million • FUM up 34% to $15.6 billion at 30 June • Retail and master funds increased by $2.6 billion • Institutional FUM grew from $4.1 billion to $5.6 billion • Awarded Morningstar’s Fund Manager of the Year 2000
Slide 11: Personal Financial Services
Personal Financial Services • Revenues were $63 million • 680 new portfolio management clients • Integrated super and financial planning operations • FUM of $5 billion • Strong growth potential
Slide 12: Corporate Trust
Corporate Trust • Revenues increased slightly to $31 million • Leading position as securitisation trustee maintained • New clients - FANMAC, St George Bank, Bank of America • Growing in compliance, property custody, responsible entity and administration
Slide 13: ASX Perpetual Registrars
ASX Perpetual Registrars • Full year revenues were $48.9 million • Litigation settled in July 2001 • After tax loss of $1.97 million (our share) • New system development on track • All clients to transfer by 31 December
Slide 14: The Year Ahead
The Year Ahead • Unsettled markets affect our revenues • Perpetual well placed to manage volatility • Focus on wealth management and corporate trust – Increase FUM – Diversify products and services – Expand recognition of Perpetual brand
Slide 15: PrP
PrP
Slide 16: Perpetual Trustees Australia Limited Annual General Meeting
Perpetual Trustees Australia Limited Annual General Meeting 23 October 2001
Perpetual Trustees Australia — Shareholder Meeting (October 2001) on 6ix